Smallwood Wealth Investment Management LLC Has $7.63 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Smallwood Wealth Investment Management LLC lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,334 shares of the company’s stock after selling 999 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 5.2% of Smallwood Wealth Investment Management LLC’s portfolio, making the stock its 3rd largest holding. Smallwood Wealth Investment Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $7,632,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in VTI. Key Client Fiduciary Advisors LLC grew its stake in Vanguard Total Stock Market ETF by 2.6% during the fourth quarter. Key Client Fiduciary Advisors LLC now owns 3,945 shares of the company’s stock valued at $1,143,000 after acquiring an additional 101 shares in the last quarter. Apeiron RIA LLC boosted its holdings in Vanguard Total Stock Market ETF by 1.8% in the 4th quarter. Apeiron RIA LLC now owns 2,345 shares of the company’s stock valued at $680,000 after purchasing an additional 42 shares during the period. Secure Asset Management LLC grew its position in shares of Vanguard Total Stock Market ETF by 44.0% during the 4th quarter. Secure Asset Management LLC now owns 5,576 shares of the company’s stock valued at $1,616,000 after purchasing an additional 1,704 shares in the last quarter. Madrona Financial Services LLC increased its holdings in shares of Vanguard Total Stock Market ETF by 7.3% in the fourth quarter. Madrona Financial Services LLC now owns 12,224 shares of the company’s stock worth $3,543,000 after purchasing an additional 828 shares during the period. Finally, Edge Financial Advisors LLC raised its position in shares of Vanguard Total Stock Market ETF by 17.8% in the fourth quarter. Edge Financial Advisors LLC now owns 913 shares of the company’s stock worth $265,000 after buying an additional 138 shares in the last quarter.

Vanguard Total Stock Market ETF Stock Up 0.5 %

Vanguard Total Stock Market ETF stock opened at $302.18 on Friday. The stock has a market cap of $453.27 billion, a price-to-earnings ratio of 23.62 and a beta of 1.02. The business has a 50-day simple moving average of $295.50 and a 200 day simple moving average of $283.96. Vanguard Total Stock Market ETF has a 52 week low of $239.86 and a 52 week high of $302.95.

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.