Everhart Financial Group Inc. Lowers Position in Vanguard Total Stock Market ETF $VTI

Everhart Financial Group Inc. lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 174,721 shares of the ETF’s stock after selling 5,172 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 4.1% of Everhart Financial Group Inc.’s portfolio, making the stock its 4th largest holding. Everhart Financial Group Inc.’s holdings in Vanguard Total Stock Market ETF were worth $64,654,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Howard Financial Services LTD. raised its stake in shares of Vanguard Total Stock Market ETF by 0.3% during the 2nd quarter. Howard Financial Services LTD. now owns 11,079 shares of the ETF’s stock valued at $4,100,000 after purchasing an additional 28 shares during the period. Boyum Wealth Architects LLC lifted its holdings in Vanguard Total Stock Market ETF by 0.3% during the 4th quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the ETF’s stock worth $3,969,000 after purchasing an additional 30 shares in the last quarter. Financial Perspectives Inc boosted its stake in Vanguard Total Stock Market ETF by 1.3% in the 4th quarter. Financial Perspectives Inc now owns 2,387 shares of the ETF’s stock worth $800,000 after purchasing an additional 30 shares during the period. Van Hulzen Asset Management LLC boosted its stake in Vanguard Total Stock Market ETF by 1.1% in the 4th quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the ETF’s stock worth $922,000 after purchasing an additional 30 shares during the period. Finally, Alteri Wealth LLC grew its holdings in Vanguard Total Stock Market ETF by 2.7% during the 4th quarter. Alteri Wealth LLC now owns 1,132 shares of the ETF’s stock valued at $380,000 after buying an additional 30 shares in the last quarter. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Stock Up 0.7%

VTI stock opened at $381.78 on Friday. The stock has a 50-day simple moving average of $368.96 and a two-hundred day simple moving average of $351.62. Vanguard Total Stock Market ETF has a twelve month low of $310.40 and a twelve month high of $383.29. The firm has a market capitalization of $684.38 billion, a PE ratio of 24.26 and a beta of 1.01.

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.