FourThought Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

FourThought Financial Partners’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	$1.54M	Sell	4,793 -54	-1%	-$18.1K	0.13%	113
2025 Q4	$1.63M	Sell	4,847 -274	-5%	-$91.2K	0.14%	107
2025 Q3	$1.68M	Buy	5,121 +20	+0.4%	+$6.32K	0.15%	103
2025 Q2	$1.55M	Sell	5,101 -44	-0.9%	-$12.4K	0.15%	109
2025 Q1	$1.41M	Buy	5,145 +128	+3%	+$37.2K	0.15%	115
2024 Q4	$1.45M	Buy	5,017 +245	+5%	+$71.5K	0.15%	114
2024 Q3	$1.35M	Buy	4,772 +314	+7%	+$85.6K	0.16%	97
2024 Q2	$1.19M	Sell	4,458 -4	-0.1%	-$1.03K	0.15%	99
2024 Q1	$1.16M	Buy	4,462 +20	+0.5%	+$4.95K	0.13%	116
2023 Q4	$1.05M	Sell	4,442 -199	-4%	-$44K	0.13%	120
2023 Q3	$986K	Sell	4,641 -3,265	-41%	-$723K	0.14%	115
2023 Q2	$1.74M	Buy	7,906 +11	+0.1%	+$2.29K	0.23%	93
2023 Q1	$1.61M	Sell	7,895 -229	-3%	-$45.8K	0.22%	95
2022 Q4	$1.55M	Buy	+8,124	New	+$1.57M	0.23%	96

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial Partners's VTI Position: Q1 2026 in Review

FourThought Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q1 2026, selling an estimated $18.1K and leaving 4,793 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #113.

FourThought Financial Partners first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.74M in Q2 2023. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

FourThought Financial Partners held 4,793 shares of Vanguard Morningstar Total Stock Market ETF worth $1.54M as of Q1 2026.
FourThought Financial Partners sold 54 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $18.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of FourThought Financial Partners's portfolio in Q1 2026, its #113 holding.
FourThought Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.74M in Q2 2023.
3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.