Rice Partnership’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rice Partnership’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 Q2	$2.03M	Hold	5,495	–	–	0.25%	55
2026 Q1	$1.76M	Hold	5,495	–	–	0.24%	58
2025 Q4	$1.84M	Hold	5,495	–	–	0.25%	50
2025 Q3	$1.8M	Hold	5,495	–	–	0.26%	50
2025 Q2	$1.67M	Sell	5,495 -1,062	-16%	-$299K	0.29%	50
2025 Q1	$1.8M	Sell	6,557 -215	-3%	-$62.5K	0.37%	46
2024 Q4	$1.96M	Sell	6,772 -182	-3%	-$53.1K	0.37%	42
2024 Q3	$1.97M	Sell	6,954 -11	-0.2%	-$3K	0.4%	42
2024 Q2	$1.86M	Hold	6,965	–	–	0.4%	41
2024 Q1	$1.81M	Buy	6,965 +310	+5%	+$76.7K	0.43%	42
2023 Q4	$1.58M	Sell	6,655 -20	-0.3%	-$4.42K	0.41%	46
2023 Q3	$1.42M	Sell	6,675 -863	-11%	-$191K	0.4%	50
2023 Q2	$1.66M	Buy	7,538 +3,052	+68%	+$637K	0.45%	50
2023 Q1	$916K	Hold	4,486	–	–	0.27%	58
2022 Q4	$858K	Sell	4,486 -1,750	-28%	-$337K	0.27%	58
2022 Q3	$1.12M	Buy	+6,236	New	+$1.24M	0.36%	53
2021 Q4	–	Sell	-1,372	Closed	-$305K	–	154
2021 Q3	$305K	Hold	1,372	–	–	0.1%	75
2021 Q2	$306K	Buy	+1,372	New	+$298K	0.1%	78
2019 Q4	–	Sell	-168	Closed	-$25K	–	123
2019 Q3	$25K	Buy	+168	New	+$25.3K	0.02%	91

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rice Partnership's VTI Position: Q2 2026 in Review

Rice Partnership held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,495 shares worth $2.03M. The position accounts for 0.25% of the portfolio, ranked #55.

Rice Partnership first reported a position in VTI in Q3 2019 and has held it in 19 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Rice Partnership held 5,495 shares of Vanguard Morningstar Total Stock Market ETF worth $2.03M as of Q2 2026.
Rice Partnership left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Rice Partnership's portfolio in Q2 2026, its #55 holding.
Rice Partnership first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 19 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.