RHIG
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R.H. Investment Group’s Vanguard 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
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 $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

R.H. Investment Group's VTI Position: Q1 2026 in Review

R.H. Investment Group increased its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q1 2026, buying an estimated $503K and bringing the position to 11,459 shares worth $3.82M. The position accounts for 2.95% of the portfolio, ranked #17.

R.H. Investment Group first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.88M in Q2 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • R.H. Investment Group held 11,459 shares of Vanguard Total Stock Market ETF worth $3.82M as of Q1 2026.
  • R.H. Investment Group bought 1,498 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $503K.
  • Vanguard Total Stock Market ETF made up 2.95% of R.H. Investment Group's portfolio in Q1 2026, its #17 holding.
  • R.H. Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • R.H. Investment Group's Vanguard Total Stock Market ETF position peaked at $4.88M in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.