Vanguard Total Stock Market ETF $VTI is Rolek Wealth Management LLC’s 3rd Largest Position

Rolek Wealth Management LLC lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 7.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,652 shares of the company’s stock after buying an additional 1,799 shares during the quarter. Vanguard Total Stock Market ETF makes up 5.9% of Rolek Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Rolek Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $8,600,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 2.7% in the third quarter. Vanguard Group Inc. now owns 60,330,111 shares of the company’s stock worth $19,798,531,000 after acquiring an additional 1,561,779 shares during the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of Vanguard Total Stock Market ETF in the third quarter worth approximately $15,530,622,000. Wealthfront Advisers LLC boosted its position in shares of Vanguard Total Stock Market ETF by 3.9% in the third quarter. Wealthfront Advisers LLC now owns 17,862,011 shares of the company’s stock worth $5,861,776,000 after acquiring an additional 666,450 shares during the last quarter. WealthNavi Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 0.3% in the fourth quarter. WealthNavi Inc. now owns 12,394,779 shares of the company’s stock worth $4,155,598,000 after acquiring an additional 32,017 shares during the last quarter. Finally, HB Wealth Management LLC boosted its position in shares of Vanguard Total Stock Market ETF by 10.1% in the third quarter. HB Wealth Management LLC now owns 8,551,906 shares of the company’s stock worth $2,680,740,000 after acquiring an additional 784,397 shares during the last quarter. 28.92% of the stock is owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Performance

VTI opened at $346.03 on Friday. The company’s 50 day simple moving average is $332.61 and its 200 day simple moving average is $334.02. Vanguard Total Stock Market ETF has a 1 year low of $249.94 and a 1 year high of $346.64. The stock has a market capitalization of $604.59 billion, a PE ratio of 24.26 and a beta of 1.01.

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.