Vanguard Total Stock Market ETF $VTI Shares Acquired by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. boosted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 72,032 shares of the ETF’s stock after buying an additional 2,510 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Vanguard Total Stock Market ETF were worth $23,108,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Cardinal Point Capital Management ULC boosted its holdings in 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 purchasing an additional 30,152 shares in the last quarter. Ervin Investment Management LLC raised its holdings in Vanguard Total Stock Market ETF by 121.5% during the fourth quarter. Ervin Investment Management LLC now owns 3,668 shares of the ETF’s stock valued at $1,230,000 after buying an additional 2,012 shares in the last quarter. Serenus Wealth Advisors LLC raised its holdings in Vanguard Total Stock Market ETF by 31.7% during the fourth quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the ETF’s stock valued at $11,343,000 after buying 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% in the fourth quarter. Rolek Wealth Management LLC now owns 25,652 shares of the ETF’s stock worth $8,600,000 after buying an additional 1,799 shares during the last quarter. Finally, Diversified Management Inc. acquired a new stake in shares of Vanguard Total Stock Market ETF in the fourth quarter worth about $5,067,000. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

VTI opened at $372.42 on Thursday. The company has a market cap of $667.60 billion, a PE ratio of 24.26 and a beta of 1.01. The stock has a 50-day moving average of $367.35 and a 200-day moving average of $348.06. Vanguard Total Stock Market ETF has a 52-week low of $304.00 and a 52-week high of $374.70.

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.