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Rinet Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rinet 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
2021
Q3 		$2.32M Buy
10,466
+4
+0% +$912 0.44% 26
2021
Q2 		$2.33M Buy
10,462
+117
+1% +$25.4K 0.44% 24
2021
Q1 		$2.14M Sell
10,345
-305
-3% -$61.7K 0.44% 25
2020
Q4 		$2.07M Buy
10,650
+188
+2% +$34.4K 0.59% 15
2020
Q3 		$1.78M Sell
10,462
-3,106
-23% -$522K 0.58% 15
2020
Q2 		$2.12M Buy
13,568
+11
+0.1% +$1.62K 0.74% 14
2020
Q1 		$1.75M Buy
13,557
+823
+6% +$127K 0.66% 11
2019
Q4 		$2.08M Buy
12,734
+287
+2% +$45K 0.57% 11
2019
Q3 		$1.88M Buy
12,447
+102
+0.8% +$15.4K 0.58% 11
2019
Q2 		$1.85M Buy
12,345
+533
+5% +$78.5K 0.57% 11
2019
Q1 		$1.71M Buy
11,812
+557
+5% +$77.7K 0.54% 11
2018
Q4 		$1.44M Buy
11,255
+3,215
+40% +$444K 0.52% 13
2018
Q3 		$1.2M Hold
8,040
– – 0.44% 15
2018
Q2 		$1.13M Buy
8,040
+50
+0.6% +$6.97K 0.43% 16
2018
Q1 		$1.08M Sell
7,990
-160
-2% -$22.4K 0.43% 14
2017
Q4 		$1.12M Sell
8,150
-886
-10% -$119K 0.44% 14
2017
Q3 		$1.17M Sell
9,036
-344
-4% -$43.6K 0.47% 14
2017
Q2 		$1.17M Buy
9,380
+88
+0.9% +$10.8K 0.5% 14
2017
Q1 		$1.13M Buy
9,292
+1,217
+15% +$146K 0.51% 14
2016
Q4 		$931K Sell
8,075
-1,451
-15% -$163K 0.69% 13
2016
Q3 		$1.06M Buy
9,526
+9
+0.1% +$998 0.83% 12
2016
Q2 		$1.02M Buy
+9,517
New +$1.01M 0.81% 11

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Rinet Company's VTI Position: Q3 2021 in Review

Rinet Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q3 2021, buying an estimated $912 and bringing the position to 10,466 shares worth $2.32M. The position accounts for 0.44% of the portfolio, ranked #26.

Rinet Company first reported a position in VTI in Q2 2016 and has held it in 22 quarters since. The position peaked at $2.33M in Q2 2021. 1,901 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

  • Rinet Company held 10,466 shares of Vanguard Morningstar Total Stock Market ETF worth $2.32M as of Q3 2021.
  • Rinet Company bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $912.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Rinet Company's portfolio in Q3 2021, its #26 holding.
  • Rinet Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and has held it in 22 quarters since.
  • Rinet Company's Vanguard Morningstar Total Stock Market ETF position peaked at $2.33M in Q2 2021.
  • 1,901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.