Caldwell Trust Co Grows Stock Holdings in Vanguard Total Stock Market ETF $VTI

Caldwell Trust Co increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 4.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,356 shares of the company’s stock after purchasing an additional 1,902 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 1.3% of Caldwell Trust Co’s portfolio, making the stock its 18th largest position. Caldwell Trust Co’s holdings in Vanguard Total Stock Market ETF were worth $14,230,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Cardinal Point Capital Management ULC grew its position in shares of Vanguard Total Stock Market ETF by 5.2% in the 1st quarter. Cardinal Point Capital Management ULC now owns 611,956 shares of the company’s stock valued at $196,322,000 after buying an additional 30,152 shares during the last quarter. Ervin Investment Management LLC lifted its position 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 valued at $1,230,000 after acquiring an additional 2,012 shares during the last quarter. Serenus Wealth Advisors LLC lifted its position in Vanguard Total Stock Market ETF by 31.7% in the fourth 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 boosted its stake in Vanguard Total Stock Market ETF by 7.5% in the fourth 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 in the last quarter. Finally, Diversified Management Inc. acquired a new position in Vanguard Total Stock Market ETF in the fourth quarter valued at $5,067,000. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI stock opened at $362.22 on Friday. The stock’s 50-day moving average is $362.61 and its two-hundred day moving average is $344.95. The firm has a market cap of $632.87 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1 year low of $301.39 and a 1 year 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.