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Rappaport Reiches Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Rappaport Reiches Capital Management’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
2025
Q1 		$8.36M Sell
30,432
-471
-2% -$137K 2.09% 9
2024
Q4 		$8.96M Sell
30,903
-1,073
-3% -$313K 2.31% 10
2024
Q3 		$9.05M Sell
31,976
-90
-0.3% -$24.5K 2.41% 9
2024
Q2 		$8.58M Buy
32,066
+18,711
+140% +$4.84M 2.53% 11
2024
Q1 		$3.47M Sell
13,355
-382
-3% -$94.5K 1.09% 18
2023
Q4 		$3.26M Sell
13,737
-43
-0.3% -$9.51K 1.19% 17
2023
Q3 		$2.93M Buy
13,780
+23
+0.2% +$5.09K 1.23% 14
2023
Q2 		$3.03M Buy
13,757
+4
+0% +$834 1.27% 15
2023
Q1 		$2.81M Sell
13,753
-319
-2% -$63.9K 1.24% 13
2022
Q4 		$2.69M Buy
14,072
+26
+0.2% +$5.01K 1.33% 13
2022
Q3 		$2.52M Buy
14,046
+212
+2% +$42.3K 1.28% 15
2022
Q2 		$2.61M Buy
13,834
+440
+3% +$90.4K 1.31% 12
2022
Q1 		$3.05M Buy
13,394
+2,126
+19% +$478K 1.63% 11
2021
Q4 		$2.72M Buy
11,268
+86
+0.8% +$20.3K 2.34% 9
2021
Q3 		$2.48M Sell
11,182
-100
-0.9% -$22.8K 2.46% 8
2021
Q2 		$2.51M Buy
+11,282
New +$2.45M 2.64% 8

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Rappaport Reiches Capital Management's VTI Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.5% in Q1 2025, selling an estimated $137K and leaving 30,432 shares worth $8.36M. The position accounts for 2.09% of the portfolio, ranked #9.

Rappaport Reiches Capital Management first reported a position in VTI in Q2 2021 and has held it in 16 quarters since. The position peaked at $9.05M in Q3 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Rappaport Reiches Capital Management held 30,432 shares of Vanguard Total Stock Market ETF worth $8.36M as of Q1 2025.
  • Rappaport Reiches Capital Management sold 471 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $137K.
  • Vanguard Total Stock Market ETF made up 2.09% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #9 holding.
  • Rappaport Reiches Capital Management first reported a position in Vanguard Total Stock Market ETF in Q2 2021 and has held it in 16 quarters since.
  • Rappaport Reiches Capital Management's Vanguard Total Stock Market ETF position peaked at $9.05M in Q3 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.