FDW
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Fourth Dimension Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fourth Dimension Wealth’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.55M Sell
7,949
-317
-4% -$106K 0.97% 29
2025
Q4 		$2.77M Sell
8,266
-122
-1% -$40.6K 1.01% 30
2025
Q3 		$2.75M Buy
8,388
+343
+4% +$108K 1.05% 27
2025
Q2 		$2.45M Buy
8,045
+471
+6% +$132K 1.03% 28
2025
Q1 		$2.08M Sell
7,574
-41
-0.5% -$11.9K 1.01% 27
2024
Q4 		$2.21M Buy
+7,615
New +$2.22M 1.15% 23

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fourth Dimension Wealth's VTI Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.8% in Q1 2026, selling an estimated $106K and leaving 7,949 shares worth $2.55M. The position accounts for 0.97% of the portfolio, ranked #29.

Fourth Dimension Wealth first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fourth Dimension Wealth held 7,949 shares of Vanguard Total Stock Market ETF worth $2.55M as of Q1 2026.
  • Fourth Dimension Wealth sold 317 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $106K.
  • Vanguard Total Stock Market ETF made up 0.97% of Fourth Dimension Wealth's portfolio in Q1 2026, its #29 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Vanguard Total Stock Market ETF position peaked at $2.77M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.