Keystone Financial Group Inc. Grows Stock Position in Vanguard Total Stock Market ETF $VTI

Keystone Financial Group Inc. grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 129.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,548 shares of the company’s stock after acquiring an additional 2,567 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 0.8% of Keystone Financial Group Inc.’s holdings, making the stock its 23rd largest holding. Keystone Financial Group Inc.’s holdings in Vanguard Total Stock Market ETF were worth $1,459,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Finward Bancorp boosted its stake in Vanguard Total Stock Market ETF by 3.7% in the 4th quarter. Finward Bancorp now owns 841 shares of the company’s stock worth $282,000 after purchasing an additional 30 shares in the last quarter. Boyum Wealth Architects LLC increased its stake in Vanguard Total Stock Market ETF by 0.3% during the 4th quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the company’s stock valued at $3,969,000 after purchasing an additional 30 shares in the last quarter. Financial Perspectives Inc raised its holdings 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 during the last quarter. Van Hulzen Asset Management LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 1.1% in the fourth quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the company’s stock worth $922,000 after buying an additional 30 shares during the last quarter. Finally, Alteri Wealth LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 2.7% during the fourth quarter. Alteri Wealth LLC now owns 1,132 shares of the company’s stock worth $380,000 after buying an additional 30 shares during the period. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Down 0.5%

NYSEARCA:VTI opened at $362.22 on Friday. The company has a market capitalization of $632.87 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 $301.39 and a 12 month high of $374.70. The firm has a fifty day simple moving average of $362.61 and a 200-day simple moving average of $344.95.

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.