RIM
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Reynolds Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Reynolds Investment 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
2022
Q2 		$200K Sell
1,061
-47
-4% -$9.66K 0.07% 100
2022
Q1 		$252K Buy
+1,108
New +$249K 0.07% 99

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Reynolds Investment Management's VTI Position: Q2 2022 in Review

Reynolds Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.2% in Q2 2022, selling an estimated $9.66K and leaving 1,061 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #100.

Reynolds Investment Management first reported a position in VTI in Q1 2022 and has held it in 2 quarters since. The position peaked at $252K in Q1 2022. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Reynolds Investment Management held 1,061 shares of Vanguard Total Stock Market ETF worth $200K as of Q2 2022.
  • Reynolds Investment Management sold 47 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $9.66K.
  • Vanguard Total Stock Market ETF made up 0.07% of Reynolds Investment Management's portfolio in Q2 2022, its #100 holding.
  • Reynolds Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Vanguard Total Stock Market ETF position peaked at $252K in Q1 2022.
  • 2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.