Figure 8 Investment Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Figure 8 Investment Strategies’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	$508K	Sell	1,583 -180	-10%	-$60.4K	0.5%	50
2025 Q4	$591K	Sell	1,763 -20	-1%	-$6.65K	0.53%	52
2025 Q3	$585K	Sell	1,783 -40	-2%	-$12.6K	0.52%	51
2025 Q2	$554K	Hold	1,823	–	–	0.54%	52
2025 Q1	$501K	Buy	1,823 +750	+70%	+$218K	0.52%	47
2024 Q4	$311K	Buy	+1,073	New	+$313K	0.31%	49

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 $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return

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

Figure 8 Investment Strategies's VTI Position: Q1 2026 in Review

Figure 8 Investment Strategies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q1 2026, selling an estimated $60.4K and leaving 1,583 shares worth $508K. The position accounts for 0.5% of the portfolio, ranked #50.

Figure 8 Investment Strategies first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Figure 8 Investment Strategies held 1,583 shares of Vanguard Morningstar Total Stock Market ETF worth $508K as of Q1 2026.
Figure 8 Investment Strategies sold 180 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $60.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.5% of Figure 8 Investment Strategies's portfolio in Q1 2026, its #50 holding.
Figure 8 Investment Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Figure 8 Investment Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $591K in Q4 2025.
3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.