CDM Financial Counseling Services Inc. Acquires New Position in Vanguard Total Stock Market ETF $VTI

CDM Financial Counseling Services Inc. acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 18,432 shares of the company’s stock, valued at approximately $6,180,000. Vanguard Total Stock Market ETF accounts for 5.8% of CDM Financial Counseling Services Inc.’s portfolio, making the stock its 3rd largest holding.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Ervin Investment Management LLC increased its holdings in Vanguard Total Stock Market ETF by 121.5% in the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after acquiring an additional 2,012 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in Vanguard Total Stock Market ETF by 40.8% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock valued at $29,130,000 after acquiring an additional 25,715 shares during the last quarter. Serenus Wealth Advisors LLC increased its holdings in Vanguard Total Stock Market ETF by 31.7% in the 4th quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after acquiring an additional 8,144 shares during the last quarter. Rolek Wealth Management LLC increased its holdings in Vanguard Total Stock Market ETF by 7.5% in the 4th quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock valued at $8,600,000 after acquiring an additional 1,799 shares during the last quarter. Finally, BIP Wealth LLC increased its holdings in 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 valued at $106,767,000 after acquiring an additional 16,994 shares during the last quarter. 28.92% of the stock is currently owned by institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA VTI opened at $362.74 on Monday. The company has a market cap of $633.78 billion, a P/E ratio of 24.26 and a beta of 1.01. The firm’s fifty day moving average is $339.25 and its two-hundred day moving average is $337.70. Vanguard Total Stock Market ETF has a 52-week low of $283.00 and a 52-week high of $368.25.

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.