Highland Financial Advisors LLC Boosts Stake in Vanguard Total Stock Market ETF $VTI

Highland Financial Advisors LLC boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,872 shares of the ETF’s stock after purchasing an additional 1,318 shares during the quarter. Vanguard Total Stock Market ETF makes up 2.2% of Highland Financial Advisors LLC’s portfolio, making the stock its 15th biggest position. Highland Financial Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $9,944,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Cardinal Point Capital Management ULC boosted its holdings in shares of Vanguard Total Stock Market ETF by 5.2% in the first quarter. Cardinal Point Capital Management ULC now owns 611,956 shares of the ETF’s stock worth $196,322,000 after buying an additional 30,152 shares during the last quarter. Serenus Wealth Advisors LLC raised its position 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 worth $11,343,000 after acquiring an additional 8,144 shares during the period. Rolek Wealth Management LLC raised its position in Vanguard Total Stock Market ETF by 7.5% in the fourth quarter. Rolek Wealth Management LLC now owns 25,652 shares of the ETF’s stock worth $8,600,000 after acquiring an additional 1,799 shares during the period. Diversified Management Inc. purchased a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth $5,067,000. Finally, RM Financial Services LLC bought a new stake in shares of Vanguard Total Stock Market ETF during the 4th quarter valued at $3,163,000. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA:VTI opened at $381.63 on Tuesday. Vanguard Total Stock Market ETF has a one year low of $310.40 and a one year high of $383.29. The business has a fifty day moving average price of $369.12 and a 200-day moving average price of $352.02. The firm has a market capitalization of $684.11 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01.

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.