KW Wealth Management LLC Makes New Investment in Vanguard Total Stock Market ETF $VTI

KW Wealth Management LLC purchased a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,988 shares of the company’s stock, valued at approximately $981,000. Vanguard Total Stock Market ETF makes up approximately 1.7% of KW Wealth Management LLC’s portfolio, making the stock its 17th biggest position.

A number of other hedge funds have also made changes to their positions in VTI. Gallagher Fiduciary Advisors LLC boosted its position in Vanguard Total Stock Market ETF by 30,685.3% during the second quarter. Gallagher Fiduciary Advisors LLC now owns 150,330,714 shares of the company’s stock worth $45,690,014,000 after purchasing an additional 149,842,394 shares during the period. Kingstone Capital Partners Texas LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 537,754.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 8,659,452 shares of the company’s stock worth $2,631,867,000 after buying an additional 8,657,842 shares during the last quarter. Symphony Financial Ltd. Co. boosted its holdings in shares of Vanguard Total Stock Market ETF by 40,887.2% during the 2nd quarter. Symphony Financial Ltd. Co. now owns 7,376,472 shares of the company’s stock worth $2,242,006,000 after buying an additional 7,358,475 shares during the period. Vanguard Group Inc. grew its stake in Vanguard Total Stock Market ETF by 5.1% in the 2nd quarter. Vanguard Group Inc. now owns 58,768,332 shares of the company’s stock valued at $17,861,458,000 after buying an additional 2,851,931 shares during the last quarter. Finally, State of New Jersey Common Pension Fund D grew its stake in Vanguard Total Stock Market ETF by 105.0% in the 2nd quarter. State of New Jersey Common Pension Fund D now owns 3,514,970 shares of the company’s stock valued at $1,068,305,000 after buying an additional 1,800,000 shares during the last quarter. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

Vanguard Total Stock Market ETF stock opened at $339.67 on Monday. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $340.33. The firm has a fifty day moving average price of $333.69 and a two-hundred day moving average price of $321.58. The firm has a market cap of $566.46 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02.

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. 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.