Corient Private Wealth LLC Has $636.72 Million Stock Position in Vanguard Total Stock Market ETF $VTI

Corient Private Wealth LLC lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 13.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,961,875 shares of the company’s stock after buying an additional 232,711 shares during the period. Corient Private Wealth LLC’s holdings in Vanguard Total Stock Market ETF were worth $636,721,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of VTI. Ervin Investment Management LLC lifted its stake 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 buying an additional 2,012 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in shares of 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 worth $29,130,000 after buying an additional 25,715 shares during the period. Serenus Wealth Advisors LLC increased its stake 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 valued at $11,343,000 after acquiring an additional 8,144 shares in the last quarter. Rolek Wealth Management LLC increased its stake 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 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 shares of Vanguard Total Stock Market ETF during the 4th quarter valued at $5,067,000. 28.92% of the stock is currently owned by institutional investors.

Vanguard Total Stock Market ETF Stock Up 1.2%

Shares of NYSEARCA VTI opened at $369.99 on Friday. The firm has a market cap of $646.45 billion, a PE ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 12-month low of $291.97 and a 12-month high of $374.70. The company’s fifty day simple moving average is $359.38 and its 200 day simple moving average is $343.77.

About Vanguard Total Stock Market ETF

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.