NerdWallet Wealth Partners LLC Has $8.93 Million Position in Vanguard Total Stock Market ETF $VTI

NerdWallet Wealth Partners LLC cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 27.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 27,819 shares of the ETF’s stock after selling 10,601 shares during the period. Vanguard Total Stock Market ETF makes up 3.9% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 6th largest position. NerdWallet Wealth Partners LLC’s holdings in Vanguard Total Stock Market ETF were worth $8,927,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the company. Finward Bancorp boosted its position in Vanguard Total Stock Market ETF by 3.7% during the 4th quarter. Finward Bancorp now owns 841 shares of the ETF’s stock worth $282,000 after acquiring an additional 30 shares during the last quarter. Boyum Wealth Architects LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 0.3% in the fourth quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the ETF’s stock valued at $3,969,000 after purchasing an additional 30 shares during 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 ETF’s stock valued at $800,000 after purchasing an additional 30 shares during the last quarter. Van Hulzen Asset Management LLC lifted its position 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 ETF’s stock worth $922,000 after purchasing an additional 30 shares in the last quarter. Finally, Alteri Wealth LLC lifted its position in shares of Vanguard Total Stock Market ETF by 2.7% in the fourth quarter. Alteri Wealth LLC now owns 1,132 shares of the ETF’s stock worth $380,000 after purchasing an additional 30 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 0.3%

Shares of VTI stock opened at $372.42 on Thursday. The firm’s fifty day moving average price is $367.35 and its two-hundred day moving average price is $348.06. Vanguard Total Stock Market ETF has a 1 year low of $304.00 and a 1 year high of $374.70. The firm has a market capitalization of $667.60 billion, a P/E ratio of 24.26 and a beta of 1.01.

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.