Zhang Financial LLC Increases Stake in Vanguard Total Stock Market ETF $VTI

Zhang Financial LLC grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.8% in the first quarter, according to its most recent filing with the SEC. The fund owned 563,420 shares of the ETF’s stock after acquiring an additional 15,532 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 6.2% of Zhang Financial LLC’s investment portfolio, making the stock its 2nd biggest position. Zhang Financial LLC’s holdings in Vanguard Total Stock Market ETF were worth $180,751,000 at the end of the most recent reporting period.

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

Vanguard Total Stock Market ETF Stock Down 1.0%

Shares of NYSEARCA VTI opened at $367.01 on Friday. The firm has a market cap of $657.90 billion, a PE ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 12-month low of $304.40 and a 12-month high of $374.70. The company’s fifty day simple moving average is $367.64 and its 200 day simple moving average is $348.41.

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.