Alexis Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alexis Investment 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	–	Sell	-268	Closed	-$89.9K	–	93
2025 Q4	$89.9K	Sell	268 -42	-14%	-$14K	0.03%	52
2025 Q3	$102K	Buy	+310	New	+$97.9K	0.01%	49
2025 Q1	–	Sell	-385	Closed	-$112K	–	88
2024 Q4	$112K	Buy	+385	New	+$112K	0.05%	46

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

Alexis Investment Partners's VTI Position: Q1 2026 in Review

Alexis Investment Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 268 shares — an estimated $89.9K sold.

Alexis Investment Partners first reported a position in VTI in Q4 2024 and held it in 3 quarters. The position peaked at $112K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Alexis Investment Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Alexis Investment Partners sold 268 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $89.9K.
Alexis Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 3 quarters.
Alexis Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $112K in Q4 2024.
3,563 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.