Caldwell Trust Co Takes $4.29 Million Position in Vanguard Total Stock Market ETF $VTI

Caldwell Trust Co purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 14,105 shares of the company’s stock, valued at approximately $4,287,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in VTI. Heck Capital Advisors LLC acquired a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter worth about $150,448,000. Nuveen LLC acquired a new position in Vanguard Total Stock Market ETF during the 1st quarter valued at about $25,340,000. American Century Companies Inc. bought a new position in Vanguard Total Stock Market ETF in the 1st quarter worth about $458,000. Tocqueville Asset Management L.P. increased its stake in shares of Vanguard Total Stock Market ETF by 23.4% in the first quarter. Tocqueville Asset Management L.P. now owns 8,825 shares of the company’s stock valued at $2,425,000 after purchasing an additional 1,671 shares during the period. Finally, Steward Partners Investment Advisory LLC increased its stake in shares of Vanguard Total Stock Market ETF by 3.4% in the first quarter. Steward Partners Investment Advisory LLC now owns 178,073 shares of the company’s stock valued at $48,942,000 after purchasing an additional 5,883 shares during the period. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Down 1.1%

VTI opened at $335.99 on Monday. The business’s 50 day moving average is $331.98 and its 200-day moving average is $318.53. The stock has a market cap of $560.33 billion, a PE ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a twelve month low of $236.42 and a twelve month high of $339.94.

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.