Cascade Wealth Advisors Inc Raises Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Cascade Wealth Advisors Inc lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 4.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,930 shares of the company’s stock after purchasing an additional 353 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 1.4% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 18th largest position. Cascade Wealth Advisors Inc’s holdings in Vanguard Total Stock Market ETF were worth $2,091,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. IronBridge Private Wealth LLC raised its position in shares of Vanguard Total Stock Market ETF by 0.6% during the 4th quarter. IronBridge Private Wealth LLC now owns 6,338 shares of the company’s stock valued at $1,837,000 after buying an additional 35 shares in the last quarter. JDM Financial Group LLC lifted its position in Vanguard Total Stock Market ETF by 11.4% in the fourth quarter. JDM Financial Group LLC now owns 342 shares of the company’s stock worth $99,000 after buying an additional 35 shares during the last quarter. GoalFusion Wealth Management LLC boosted its stake in shares of Vanguard Total Stock Market ETF by 2.8% during the 1st quarter. GoalFusion Wealth Management LLC now owns 1,338 shares of the company’s stock worth $368,000 after purchasing an additional 37 shares during the period. Orca Investment Management LLC grew its holdings in Vanguard Total Stock Market ETF by 0.5% during the 1st quarter. Orca Investment Management LLC now owns 7,939 shares of the company’s stock valued at $2,182,000 after purchasing an additional 37 shares during the last quarter. Finally, Westfuller Advisors LLC raised its position in Vanguard Total Stock Market ETF by 0.6% in the 4th quarter. Westfuller Advisors LLC now owns 6,179 shares of the company’s stock worth $1,791,000 after purchasing an additional 39 shares during the period. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

Shares of NYSEARCA VTI opened at $309.16 on Wednesday. Vanguard Total Stock Market ETF has a 1 year low of $236.42 and a 1 year high of $314.84. The firm has a 50-day simple moving average of $302.41 and a two-hundred day simple moving average of $289.18. The company has a market cap of $508.98 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.