Jamison Private Wealth Management Inc. Makes New $772,000 Investment in Vanguard Total Stock Market ETF $VTI

Jamison Private Wealth Management Inc. acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,405 shares of the company’s stock, valued at approximately $772,000.

A number of other hedge funds also recently made changes to their positions in the company. 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 during the last quarter. Ervin Investment Management LLC increased its holdings in Vanguard Total Stock Market ETF by 121.5% in the fourth quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after buying an additional 2,012 shares during the last quarter. Serenus Wealth Advisors LLC increased its holdings in Vanguard Total Stock Market ETF by 31.7% in the fourth quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after buying an additional 8,144 shares during the last quarter. Rolek Wealth Management LLC raised its stake in Vanguard Total Stock Market ETF by 7.5% during the fourth quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock valued at $8,600,000 after buying an additional 1,799 shares in the last quarter. Finally, Diversified Management Inc. acquired a new stake in Vanguard Total Stock Market ETF during the fourth quarter valued at approximately $5,067,000. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Down 0.1%

NYSEARCA:VTI opened at $368.76 on Friday. The company has a market cap of $654.15 billion, a PE ratio of 24.26 and a beta of 1.01. The business’s 50 day moving average is $364.23 and its two-hundred day moving average is $345.88. Vanguard Total Stock Market ETF has a 52 week low of $304.00 and a 52 week 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.