Atlantic Private Wealth LLC Cuts Position in Vanguard Total Stock Market ETF $VTI

Atlantic Private Wealth LLC lowered its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 6.2% in the 3rd quarter, Holdings Channel reports. The fund owned 54,817 shares of the company’s stock after selling 3,647 shares during the period. Vanguard Total Stock Market ETF comprises 11.6% of Atlantic Private Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Atlantic Private Wealth LLC’s holdings in Vanguard Total Stock Market ETF were worth $17,989,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of VTI. Evolution Wealth Management Inc. bought a new position in Vanguard Total Stock Market ETF in the 2nd quarter worth about $29,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the second quarter worth approximately $33,000. Anfield Capital Management LLC bought a new position in Vanguard Total Stock Market ETF in the 2nd quarter worth approximately $45,000. Berkshire Money Management Inc. acquired a new stake in Vanguard Total Stock Market ETF in the 2nd quarter valued at approximately $60,000. Finally, Bank of Jackson Hole Trust increased its position in Vanguard Total Stock Market ETF by 15.9% in the 2nd quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock valued at $73,000 after acquiring an additional 33 shares during the period. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

Shares of Vanguard Total Stock Market ETF stock opened at $342.29 on Friday. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $344.42. The business’s fifty day moving average price is $337.76 and its two-hundred day moving average price is $327.78. The company has a market capitalization of $582.88 billion, a P/E 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.