Rakuten Investment Management Q2 Activity: Heavy Tech Buys and ETF Flows
Rakuten Investment Management's portfolio saw significant shifts in Q2, with substantial increases in VTI, SCHD, VXUS, and several Technology stocks like NVDA and MSFT.
As of June 30th, 2026, Rakuten Investment Management Inc. has reported notable changes to its portfolio holdings for the quarter.
Purchases: The largest purchase during this period was in VANGUARD INDEX FDS (VTI), which saw a significant increase of +4.69% in allocation percentage, reaching 52.68%. This ETF also experienced an increase in shares held (+2,229,081). Another major addition was SCHWAB STRATEGIC TR (SCHD) with a substantial share growth of +13.34%, now accounting for approximately 4.35% of the portfolio.
Additionally, VANGUARD STAR FDS (VXUS) showed strong buying interest with an allocation increase to 4.42%. The popular VANGUARD INDEX FUND (VOO) also saw its position grow by +10.15% in shares and allocation percentage.
Several individual stocks were highlighted as significant buys: NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT), BOOKING HOLDINGS INC (BKNG), KLA CORP (KLAC) all showed substantial increases, with NVDA being the most notable at +12.44% allocation and a large share increase.
Sales/Reductions: Rakuten Investment Management also reduced its positions in certain holdings during Q2. The international equity fund VANGUARD INTL EQUITY INDEX FUND (VT) saw an allocation decrease to 6.86%, reflecting a reduction of -1.59%.
Other ETFs experienced smaller reductions: SCHWAB STRATEGIC TR (SCHE) decreased by -31.16% in its position, now holding just 0.31%. VANGUARD TAX-MANAGED FDS (VEA) and VANGUARD WHITEHALL FDS (VYM) also saw their allocations drop to 0.14% and 0.78%, respectively.
Furthermore, the investor completely exited positions in stocks like INSM, as indicated by a change percentage of -100.0%. The overall portfolio shows active management with changes across various sectors.