RICHC
VTI icon

Renaissance Investment Consultants Holding Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Renaissance Investment Consultants Holding Company’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
2020
Q3 		$323K Buy
1,800
+18
+1% +$3.03K 0.3% 56
2020
Q2 		$290K Sell
1,782
-1,161
-39% -$171K 0.32% 61
2020
Q1 		$379K Sell
2,943
-35
-1% -$5.41K 0.53% 45
2019
Q4 		$486K Buy
+2,978
New +$467K 0.55% 44

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's VTI Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q3 2020, buying an estimated $3.03K and bringing the position to 1,800 shares worth $323K. The position accounts for 0.3% of the portfolio, ranked #56.

Renaissance Investment Consultants Holding Company first reported a position in VTI in Q4 2019 and has held it in 4 quarters since. The position peaked at $486K in Q4 2019. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 1,800 shares of Vanguard Morningstar Total Stock Market ETF worth $323K as of Q3 2020.
  • Renaissance Investment Consultants Holding Company bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $3.03K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.3% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #56 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's Vanguard Morningstar Total Stock Market ETF position peaked at $486K in Q4 2019.
  • 1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.