Diversified Portfolios Inc. Has $153.71 Million Stake in Vanguard Total Stock Market ETF $VTI

Diversified Portfolios Inc. increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 458,478 shares of the company’s stock after acquiring an additional 14,857 shares during the period. Vanguard Total Stock Market ETF comprises about 12.8% of Diversified Portfolios Inc.’s holdings, making the stock its largest holding. Diversified Portfolios Inc.’s holdings in Vanguard Total Stock Market ETF were worth $153,714,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Ervin Investment Management LLC raised its position in Vanguard Total Stock Market ETF by 121.5% during the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after purchasing an additional 2,012 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in Vanguard Total Stock Market ETF by 40.8% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock valued at $29,130,000 after purchasing an additional 25,715 shares during the last quarter. Serenus Wealth Advisors LLC raised its position in shares of Vanguard Total Stock Market ETF by 31.7% in the 4th quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock worth $11,343,000 after acquiring an additional 8,144 shares in the last quarter. Rolek Wealth Management LLC raised its position in shares of Vanguard Total Stock Market ETF by 7.5% in the 4th quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock worth $8,600,000 after acquiring an additional 1,799 shares in the last quarter. Finally, Diversified Management Inc. bought a new position in shares of Vanguard Total Stock Market ETF in the 4th quarter worth approximately $5,067,000. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA:VTI opened at $366.79 on Tuesday. Vanguard Total Stock Market ETF has a 52-week low of $283.00 and a 52-week high of $368.30. The firm has a market capitalization of $640.86 billion, a P/E ratio of 24.26 and a beta of 1.01. The stock has a 50 day moving average price of $343.03 and a 200-day moving average price of $338.92.

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.