Lake Street Private Wealth LLC Has $4.27 Million Stock Position in Vanguard Total Stock Market ETF $VTI

Lake Street Private Wealth LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 197.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,724 shares of the company’s stock after acquiring an additional 8,448 shares during the quarter. Lake Street Private Wealth LLC’s holdings in Vanguard Total Stock Market ETF were worth $4,266,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Evolution Wealth Management Inc. bought a new stake in Vanguard Total Stock Market ETF in the 2nd quarter valued at about $29,000. Wealth Watch Advisors INC bought a new stake in shares of Vanguard Total Stock Market ETF during the third quarter valued at approximately $31,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the second quarter worth approximately $33,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Vanguard Total Stock Market ETF in the 3rd quarter worth $50,000. Finally, Clear Investment Research LLC acquired a new stake in Vanguard Total Stock Market ETF in the 3rd quarter valued at $51,000. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Trading Down 1.6%

Vanguard Total Stock Market ETF stock opened at $320.34 on Friday. The firm has a market capitalization of $545.50 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. The firm’s fifty day moving average price is $337.36 and its two-hundred day moving average price is $333.58. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $344.42.

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.