Rainwater Charitable Foundation Portfolio Analysis: Q2 2026 Focus on VTI & VGLT Increases
A detailed analysis of Rainwater Charitable Foundation's investment activity during the second quarter of 2026, highlighting significant share increases in Vanguard ETFs.
As of June 30th, 2026, the Rainwater Charitable Foundation, a prominent investor with a portfolio valued at approximately $300.1 million, has shown notable activity in its holdings during Q2.
Investment analysis for the Rainwater Charitable Foundation's portfolio reveals two significant developments this quarter: substantial increases in shares held of VTI and VGLT. These changes are detailed within the 'changed_holdings' section, indicating active management decisions by the foundation.
The most prominent change involves VTI (Vanguard Index Fund). The foundation increased its holdings significantly during Q2 2026, adding approximately 203,343 shares. This resulted in a substantial increase of about 51.5% in the number of shares and pushed its portfolio allocation percentage for VTI up to 73.75%. For more details on this ETF, visit VTI.
Furthermore, there was a considerable increase in shares of VGLT (Vanguard Scottsdale Fund). The foundation added roughly 184,652 shares during the quarter. This led to an approximately 20.8% rise in its share count and resulted in a portfolio allocation percentage for VGLT reaching 19.7%, making it another key holding. Learn more about this fund at VGLT.
The other holdings, FLJP and VNQ, remained unchanged during Q2 2026 according to the disclosed data. The foundation maintained these positions without any reported buying or selling activity for them.
Overall, while VTI and VGLT saw significant share growth this quarter, the portfolio's allocation percentages suggest that other assets might have been adjusted previously to maintain their current composition. Notably, all top holdings combined account for 100% of the portfolio value as per the 'top5_weight_pct' indicator.
The foundation appears focused on broad market exposure through VTI and sector-specific investments via VGLT in this quarter's filing. For further information regarding their investment strategy or performance, interested readers can refer to the full report available at Rainwater Charitable Foundation.