MB Generational Wealth LLC Has $967,000 Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

MB Generational Wealth LLC cut its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 41.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,719 shares of the company’s stock after selling 2,647 shares during the quarter. Vanguard Total Stock Market ETF accounts for 0.9% of MB Generational Wealth LLC’s portfolio, making the stock its 20th biggest holding. MB Generational Wealth LLC’s holdings in Vanguard Total Stock Market ETF were worth $967,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Sound Income Strategies LLC lifted its stake in Vanguard Total Stock Market ETF by 29.3% during the fourth quarter. Sound Income Strategies LLC now owns 362 shares of the company’s stock worth $86,000 after purchasing an additional 82 shares during the period. Foresight Capital Management Advisors Inc. bought a new position in shares of Vanguard Total Stock Market ETF in the fourth quarter valued at approximately $3,166,000. M. Kraus & Co raised its stake in shares of Vanguard Total Stock Market ETF by 30.8% in the fourth quarter. M. Kraus & Co now owns 1,994 shares of the company’s stock valued at $473,000 after acquiring an additional 469 shares during the last quarter. Winthrop Advisory Group LLC raised its stake in shares of Vanguard Total Stock Market ETF by 4.0% in the fourth quarter. Winthrop Advisory Group LLC now owns 174,997 shares of the company’s stock valued at $41,513,000 after acquiring an additional 6,785 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV raised its stake in shares of Vanguard Total Stock Market ETF by 13.1% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 2,849 shares of the company’s stock valued at $676,000 after acquiring an additional 330 shares during the last quarter.

Vanguard Total Stock Market ETF Price Performance

Shares of NYSEARCA:VTI traded down $2.40 during trading on Thursday, reaching $272.76. The stock had a trading volume of 2,896,785 shares, compared to its average volume of 3,059,506. Vanguard Total Stock Market ETF has a 52 week low of $202.44 and a 52 week high of $279.21. The business’s 50-day moving average price is $266.19 and its 200 day moving average price is $254.97. The stock has a market capitalization of $409.14 billion, a PE ratio of 23.62 and a beta of 1.02.

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.