Carroll Advisory Group LLC Invests $6.92 Million in Vanguard Total Stock Market ETF $VTI

Carroll Advisory Group LLC purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 20,639 shares of the company’s stock, valued at approximately $6,920,000. Vanguard Total Stock Market ETF comprises 3.0% of Carroll Advisory Group LLC’s investment portfolio, making the stock its 10th biggest position.

Several other hedge funds have also recently modified their holdings of VTI. Ervin Investment Management LLC increased its position in Vanguard Total Stock Market ETF by 121.5% during the fourth quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after acquiring an additional 2,012 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Vanguard Total Stock Market ETF by 40.8% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock valued at $29,130,000 after acquiring an additional 25,715 shares during the last quarter. Serenus Wealth Advisors LLC increased its position in Vanguard Total Stock Market ETF by 31.7% during the fourth quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after acquiring an additional 8,144 shares during the last quarter. Rolek Wealth Management LLC increased its position in Vanguard Total Stock Market ETF by 7.5% during the fourth quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock valued at $8,600,000 after acquiring an additional 1,799 shares during the last quarter. Finally, Frazier Financial Advisors LLC increased its position in Vanguard Total Stock Market ETF by 16.0% during the third quarter. Frazier Financial Advisors LLC now owns 39,001 shares of the company’s stock valued at $12,799,000 after acquiring an additional 5,392 shares during the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Vanguard Total Stock Market ETF stock opened at $366.79 on Friday. The stock has a market cap of $640.86 billion, a PE ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a one year low of $283.00 and a one year high of $368.30. The stock has a fifty day moving average of $342.25 and a 200 day moving average of $338.65.

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. 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.