Circle Wealth Management LLC Has $67.56 Million Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Circle Wealth Management LLC boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTIGet Rating) by 4.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 296,749 shares of the company’s stock after purchasing an additional 11,619 shares during the quarter. Vanguard Total Stock Market ETF comprises about 8.9% of Circle Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Circle Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $67,561,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Karlinski Andrew C bought a new position in Vanguard Total Stock Market ETF during the 1st quarter worth $26,000. Qube Research & Technologies Ltd bought a new position in Vanguard Total Stock Market ETF during the 4th quarter worth $33,000. Timber Creek Capital Management LLC bought a new position in Vanguard Total Stock Market ETF during the 1st quarter worth $31,000. Concorde Financial Corp bought a new position in Vanguard Total Stock Market ETF during the 4th quarter worth $34,000. Finally, Mystic Asset Management Inc. bought a new position in Vanguard Total Stock Market ETF during the 4th quarter worth $43,000.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA VTI opened at $204.45 on Friday. Vanguard Total Stock Market ETF has a 52 week low of $181.67 and a 52 week high of $244.06. The stock’s fifty day moving average is $201.88 and its 200 day moving average is $207.08.

Vanguard Total Stock Market ETF Profile

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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.

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Institutional Ownership by Quarter for Vanguard Total Stock Market ETF (NYSEARCA:VTI)

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