Vanguard Total Stock Market ETF $VTI Position Lifted by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 66,045 shares of the ETF’s stock after buying an additional 3,121 shares during the period. Vanguard Total Stock Market ETF accounts for 0.9% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its 15th largest position. Kingswood Wealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $24,717,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of VTI. Opulen Financial Group LLC increased its holdings in shares of Vanguard Total Stock Market ETF by 0.7% during the 3rd quarter. Opulen Financial Group LLC now owns 3,785 shares of the ETF’s stock worth $1,416,000 after buying an additional 27 shares during the last quarter. Howard Financial Services LTD. increased its stake in Vanguard Total Stock Market ETF by 0.3% during the second quarter. Howard Financial Services LTD. now owns 11,079 shares of the ETF’s stock worth $4,100,000 after acquiring an additional 28 shares during the last quarter. Tilia Fiduciary Partners Inc. increased its stake in Vanguard Total Stock Market ETF by 1.0% during the third quarter. Tilia Fiduciary Partners Inc. now owns 2,847 shares of the ETF’s stock worth $1,065,000 after acquiring an additional 28 shares during the last quarter. Cottage Street Advisors LLC raised its holdings in Vanguard Total Stock Market ETF by 3.6% in the 3rd quarter. Cottage Street Advisors LLC now owns 815 shares of the ETF’s stock valued at $305,000 after buying an additional 28 shares during the period. Finally, West Branch Capital LLC lifted its stake in Vanguard Total Stock Market ETF by 6.2% during the third quarter. West Branch Capital LLC now owns 477 shares of the ETF’s stock worth $179,000 after purchasing an additional 28 shares in the last quarter. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Price Performance

Shares of Vanguard Total Stock Market ETF stock opened at $375.59 on Tuesday. The stock has a market capitalization of $691.76 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. The business has a 50-day moving average of $377.82 and a 200 day moving average of $358.34. Vanguard Total Stock Market ETF has a 12 month low of $310.40 and a 12 month high of $385.12.

Vanguard Total Stock Market ETF Profile

Vanguard Total Stock Market ETF (the Fund) is an exchange-traded share class of Vanguard Total Stock Market Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the of the MSCI US Broad Market Index, which represents 99.5% or more of the total market capitalization of all of the United States common stocks traded on the New York and American Stock Exchanges and the Nasdaq over-the-counter market. The Fund typically holds the largest 1,200 to 1,300 stocks in its target index (covering nearly 95% of the index’s total market capitalization) and a representative sample of the remaining stocks.