Rainsberger Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Rainsberger Wealth Advisors’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
2023 Q4	$3.75M	Buy	15,798 +1	+0%	+$221	2.04%	18
2023 Q3	$3.36M	Buy	15,797 +470	+3%	+$104K	2.06%	17
2023 Q2	$3.38M	Buy	15,327 +61	+0.4%	+$12.7K	2.04%	17
2023 Q1	$3.12M	Buy	15,266 +119	+0.8%	+$23.8K	1.85%	19
2022 Q4	$2.9M	Buy	15,147 +515	+4%	+$99.3K	1.84%	18
2022 Q3	$2.63M	Sell	14,632 -380	-3%	-$75.7K	1.8%	19
2022 Q2	$2.83M	Buy	15,012 +58	+0.4%	+$11.9K	2.07%	17
2022 Q1	$3.4M	Buy	14,954 +46	+0.3%	+$10.3K	2.18%	16
2021 Q4	$3.6M	Buy	+14,908	New	+$3.52M	2.11%	17

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $11.5B AUM 18.72% 1-Year Est. Return

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

Rainsberger Wealth Advisors's VTI Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.01% in Q4 2023, buying an estimated $221 and bringing the position to 15,798 shares worth $3.75M. The position accounts for 2.04% of the portfolio, ranked #18.

Rainsberger Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 9 quarters since. 2,679 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Rainsberger Wealth Advisors held 15,798 shares of Vanguard Total Stock Market ETF worth $3.75M as of Q4 2023.
Rainsberger Wealth Advisors bought 1 Vanguard Total Stock Market ETF share in Q4 2023, an estimated $221.
Vanguard Total Stock Market ETF made up 2.04% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #18 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 9 quarters since.
2,679 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.