Boston Standard Wealth Management LLC Has $224.54 Million Stock Holdings in Vanguard Total Stock Market ETF $VTI

Boston Standard Wealth Management LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 0.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 669,718 shares of the company’s stock after purchasing an additional 3,053 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 37.1% of Boston Standard Wealth Management LLC’s portfolio, making the stock its biggest position. Boston Standard Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $224,536,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. CWM LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 48.5% during the third quarter. CWM LLC now owns 215,943 shares of the company’s stock worth $70,866,000 after acquiring an additional 70,544 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Vanguard Total Stock Market ETF by 40.8% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock valued at $29,130,000 after acquiring an additional 25,715 shares in the last quarter. BIP Wealth LLC boosted its stake in Vanguard Total Stock Market ETF by 5.5% in the 3rd quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock worth $106,767,000 after purchasing an additional 16,994 shares during the period. CNB Bank boosted its stake in Vanguard Total Stock Market ETF by 40.6% in the 3rd quarter. CNB Bank now owns 8,307 shares of the company’s stock worth $2,726,000 after purchasing an additional 2,399 shares during the period. Finally, Frazier Financial Advisors LLC increased its holdings in Vanguard Total Stock Market ETF by 16.0% during the 3rd quarter. Frazier Financial Advisors LLC now owns 39,001 shares of the company’s stock worth $12,799,000 after purchasing an additional 5,392 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

VTI opened at $320.34 on Friday. The business’s 50-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. The company has a market capitalization of $545.50 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02.

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.