1,746 Shares in Vanguard Total Stock Market ETF $VTI Bought by Evergreen Wealth Partners LLC

Evergreen Wealth Partners LLC acquired a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,746 shares of the company’s stock, valued at approximately $586,000.

Several other large investors also recently modified their holdings of the company. Gould Asset Management LLC CA lifted its position in shares of Vanguard Total Stock Market ETF by 2.6% in the third quarter. Gould Asset Management LLC CA now owns 1,185 shares of the company’s stock worth $389,000 after buying an additional 30 shares in the last quarter. Abbot Financial Management Inc. lifted its position in shares of Vanguard Total Stock Market ETF by 2.1% in the third quarter. Abbot Financial Management Inc. now owns 1,436 shares of the company’s stock worth $471,000 after buying an additional 30 shares in the last quarter. Finward Bancorp lifted its position in shares of Vanguard Total Stock Market ETF by 3.7% in the fourth quarter. Finward Bancorp now owns 841 shares of the company’s stock worth $282,000 after buying an additional 30 shares in the last quarter. Boyum Wealth Architects LLC lifted its position in shares of Vanguard Total Stock Market ETF by 0.3% in the fourth quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the company’s stock worth $3,969,000 after buying an additional 30 shares in the last quarter. Finally, Financial Perspectives Inc lifted its position in shares of Vanguard Total Stock Market ETF by 1.3% in the fourth quarter. Financial Perspectives Inc now owns 2,387 shares of the company’s stock worth $800,000 after buying an additional 30 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Down 1.3%

NYSEARCA:VTI opened at $362.74 on Friday. The company has a market capitalization of $633.78 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 12 month low of $283.00 and a 12 month high of $368.25. The business’s 50-day moving average is $339.25 and its 200 day moving average is $337.70.

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.