Boston Standard Wealth Management LLC Has $216 Million Stake in Vanguard Total Stock Market ETF $VTI

Boston Standard Wealth Management LLC decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 0.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 668,053 shares of the company’s stock after selling 1,665 shares during the quarter. Vanguard Total Stock Market ETF comprises approximately 35.4% of Boston Standard Wealth Management LLC’s portfolio, making the stock its biggest position. Boston Standard Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $215,995,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Ervin Investment Management LLC grew its holdings in Vanguard Total Stock Market ETF by 121.5% in the fourth quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock worth $1,230,000 after purchasing an additional 2,012 shares during the period. Serenus Wealth Advisors LLC increased its stake in shares of Vanguard Total Stock Market ETF by 31.7% during the fourth quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after purchasing an additional 8,144 shares in the last quarter. Rolek Wealth Management LLC lifted its holdings in shares of Vanguard Total Stock Market ETF by 7.5% during the fourth quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock valued at $8,600,000 after purchasing an additional 1,799 shares during the last quarter. Diversified Management Inc. purchased a new position in shares of Vanguard Total Stock Market ETF during the fourth quarter valued at approximately $5,067,000. Finally, RM Financial Services LLC bought a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter worth approximately $3,163,000. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Up 0.1%

Shares of VTI opened at $363.98 on Friday. The stock has a market cap of $635.95 billion, a P/E ratio of 24.26 and a beta of 1.01. The business’s 50 day moving average price is $362.27 and its 200-day moving average price is $344.83. Vanguard Total Stock Market ETF has a 52 week low of $300.10 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.