BOK Financial Private Wealth Inc. Trims Stake in Vanguard Total Stock Market ETF $VTI

BOK Financial Private Wealth Inc. lessened its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 11.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,465 shares of the company’s stock after selling 2,179 shares during the quarter. Vanguard Total Stock Market ETF accounts for 0.3% of BOK Financial Private Wealth Inc.’s portfolio, making the stock its 29th largest position. BOK Financial Private Wealth Inc.’s holdings in Vanguard Total Stock Market ETF were worth $5,419,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. CWM LLC raised its stake in shares of Vanguard Total Stock Market ETF by 48.5% during the third quarter. CWM LLC now owns 215,943 shares of the company’s stock valued at $70,866,000 after acquiring an additional 70,544 shares in the last quarter. BIP Wealth LLC lifted its holdings in shares of Vanguard Total Stock Market ETF by 5.5% in the 3rd quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock worth $106,767,000 after buying an additional 16,994 shares during the period. CNB Bank grew its position in shares of Vanguard Total Stock Market ETF by 40.6% during the 3rd quarter. CNB Bank now owns 8,307 shares of the company’s stock worth $2,726,000 after buying an additional 2,399 shares in the last quarter. Frazier Financial Advisors LLC increased its stake in shares of Vanguard Total Stock Market ETF by 16.0% during the third quarter. Frazier Financial Advisors LLC now owns 39,001 shares of the company’s stock valued at $12,799,000 after buying an additional 5,392 shares during the period. Finally, Associated Banc Corp increased its stake in shares of Vanguard Total Stock Market ETF by 6.3% during the third quarter. Associated Banc Corp now owns 55,546 shares of the company’s stock valued at $18,229,000 after buying an additional 3,287 shares during the period. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA:VTI opened at $337.07 on Wednesday. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $344.42. The company has a 50-day moving average of $339.05 and a 200 day moving average of $330.68. The firm has a market cap of $573.99 billion, a PE ratio of 24.26 and a beta of 1.02.

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.