Diversify Wealth Management LLC Increases Stock Position in Vanguard Total Stock Market ETF $VTI

Diversify Wealth Management LLC grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 169.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,921 shares of the company’s stock after purchasing an additional 35,135 shares during the period. Diversify Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $19,584,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Cardinal Point Capital Management ULC lifted its position in shares of Vanguard Total Stock Market ETF by 5.2% during the first quarter. Cardinal Point Capital Management ULC now owns 611,956 shares of the company’s stock worth $196,322,000 after purchasing an additional 30,152 shares in the last quarter. Ervin Investment Management LLC grew its holdings in Vanguard Total Stock Market ETF by 121.5% during the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after purchasing an additional 2,012 shares in the last quarter. Serenus Wealth Advisors LLC grew its holdings in Vanguard Total Stock Market ETF by 31.7% during the 4th quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after purchasing an additional 8,144 shares in the last quarter. Rolek Wealth Management LLC increased its stake in Vanguard Total Stock Market ETF by 7.5% during the 4th quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock worth $8,600,000 after buying an additional 1,799 shares during the period. Finally, Diversified Management Inc. purchased a new stake in Vanguard Total Stock Market ETF during the 4th quarter worth $5,067,000. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 0.3%

VTI stock traded up $1.24 during trading on Friday, reaching $372.69. The stock had a trading volume of 2,761,395 shares, compared to its average volume of 5,009,340. The firm has a fifty day moving average price of $366.55 and a 200 day moving average price of $347.33. The company has a market capitalization of $668.08 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1-year low of $304.00 and a 1-year high of $374.70.

Vanguard Total Stock Market ETF Company 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.