RHIG
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R.H. Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

R.H. Investment Group’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
Q2 		$3.25M Sell
8,791
-2,668
-23% -$954K 2.45% 21
2026
Q1 		$3.82M Buy
11,459
+1,498
+15% +$503K 2.95% 17
2025
Q4 		$3.34M Sell
9,961
-3,785
-28% -$1.26M 2.8% 20
2025
Q3 		$4.51M Sell
13,746
-2,323
-14% -$734K 3.92% 12
2025
Q2 		$4.88M Buy
16,069
+2,961
+23% +$833K 4.48% 8
2025
Q1 		$3.6M Buy
13,108
+2,290
+21% +$665K 3.47% 19
2024
Q4 		$3.14M Buy
+10,818
New +$3.16M 2.96% 21

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

R.H. Investment Group's VTI Position: Q2 2026 in Review

R.H. Investment Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, selling an estimated $954K and leaving 8,791 shares worth $3.25M. The position accounts for 2.45% of the portfolio, ranked #21.

R.H. Investment Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.88M in Q2 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • R.H. Investment Group held 8,791 shares of Vanguard Morningstar Total Stock Market ETF worth $3.25M as of Q2 2026.
  • R.H. Investment Group sold 2,668 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $954K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.45% of R.H. Investment Group's portfolio in Q2 2026, its #21 holding.
  • R.H. Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • R.H. Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $4.88M in Q2 2025.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on R.H. Investment Group's 13F filing for Q2 2026, filed 7 Aug 2026.