REDW Wealth LLC Has $24.69 Million Stock Holdings in Vanguard Total Stock Market ETF $VTI
by Kim Johansen · The Markets DailyREDW Wealth LLC cut its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 73,652 shares of the company’s stock after selling 2,437 shares during the quarter. Vanguard Total Stock Market ETF makes up about 9.4% of REDW Wealth LLC’s holdings, making the stock its biggest position. REDW Wealth LLC’s holdings in Vanguard Total Stock Market ETF were worth $24,693,000 at the end of the most recent reporting period.
Several other institutional investors have also recently bought and sold shares of the company. Wealth Watch Advisors INC acquired a new stake in shares of Vanguard Total Stock Market ETF in the third quarter valued at about $31,000. Strategic Wealth Investment Group LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the 2nd quarter worth about $33,000. Evolution Wealth Management Inc. boosted its stake in Vanguard Total Stock Market ETF by 48.4% during the 3rd quarter. Evolution Wealth Management Inc. now owns 141 shares of the company’s stock valued at $46,000 after purchasing an additional 46 shares during the period. KERR FINANCIAL PLANNING Corp acquired a new stake in Vanguard Total Stock Market ETF in the 3rd quarter valued at approximately $50,000. Finally, Clear Investment Research LLC bought a new position in Vanguard Total Stock Market ETF in the 3rd quarter worth approximately $51,000. Institutional investors own 28.92% of the company’s stock.
Vanguard Total Stock Market ETF Stock Down 0.4%
Shares of VTI stock opened at $349.80 on Friday. Vanguard Total Stock Market ETF has a 12 month low of $263.39 and a 12 month high of $351.74. The firm has a market cap of $611.17 billion, a PE ratio of 24.26 and a beta of 1.01. The stock has a 50 day moving average of $333.54 and a 200-day moving average of $334.75.
Vanguard Total Stock Market ETF 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.
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