Zhang Financial LLC Trims Position in Vanguard Total Stock Market ETF $VTI

Zhang Financial LLC decreased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 550,162 shares of the ETF’s stock after selling 13,258 shares during the period. Vanguard Total Stock Market ETF makes up 5.9% of Zhang Financial LLC’s portfolio, making the stock its 4th largest position. Zhang Financial LLC’s holdings in Vanguard Total Stock Market ETF were worth $203,582,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Cardinal Point Capital Management ULC increased its stake in Vanguard Total Stock Market ETF by 5.2% during the 1st quarter. Cardinal Point Capital Management ULC now owns 611,956 shares of the ETF’s stock worth $196,322,000 after purchasing an additional 30,152 shares in the last quarter. Serenus Wealth Advisors LLC lifted its stake in Vanguard Total Stock Market ETF by 31.7% in the fourth quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the ETF’s stock valued at $11,343,000 after buying an additional 8,144 shares in the last quarter. RM Financial Services LLC bought a new position in Vanguard Total Stock Market ETF in the fourth quarter valued at approximately $3,163,000. Cary Street Partners Financial LLC boosted its holdings in shares of Vanguard Total Stock Market ETF by 17.8% in the fourth quarter. Cary Street Partners Financial LLC now owns 125,790 shares of the ETF’s stock valued at $42,174,000 after buying an additional 18,987 shares during the period. Finally, Christine Messmer PC acquired a new position in shares of Vanguard Total Stock Market ETF in the fourth quarter valued at approximately $1,149,000. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Down 0.1%

Shares of VTI stock opened at $383.85 on Friday. Vanguard Total Stock Market ETF has a 12-month low of $310.40 and a 12-month high of $385.12. The firm has a fifty day moving average of $370.08 and a 200-day moving average of $353.13. The company has a market capitalization of $688.09 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01.

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.