Paragon Private Wealth Management LLC Cuts Holdings in Vanguard Total Stock Market ETF $VTI

Paragon Private Wealth Management LLC decreased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 91.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 654 shares of the company’s stock after selling 6,931 shares during the period. Paragon Private Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $219,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Abbot Financial Management Inc. grew its position in shares of Vanguard Total Stock Market ETF by 2.1% during the third quarter. Abbot Financial Management Inc. now owns 1,436 shares of the company’s stock valued at $471,000 after purchasing an additional 30 shares in the last quarter. Finward Bancorp grew its position in shares of Vanguard Total Stock Market ETF by 3.7% during the fourth quarter. Finward Bancorp now owns 841 shares of the company’s stock valued at $282,000 after purchasing an additional 30 shares in the last quarter. Boyum Wealth Architects LLC grew its position in shares of Vanguard Total Stock Market ETF by 0.3% during the fourth quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the company’s stock valued at $3,969,000 after purchasing an additional 30 shares in the last quarter. Financial Perspectives Inc grew its position in shares of Vanguard Total Stock Market ETF by 1.3% during the fourth quarter. Financial Perspectives Inc now owns 2,387 shares of the company’s stock valued at $800,000 after purchasing an additional 30 shares in the last quarter. Finally, Van Hulzen Asset Management LLC grew its position in shares of Vanguard Total Stock Market ETF by 1.1% during the fourth quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the company’s stock valued at $922,000 after purchasing an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Down 1.5%

VTI opened at $358.04 on Thursday. The firm has a market cap of $625.57 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 12 month low of $291.97 and a 12 month high of $374.70. The stock has a 50-day moving average of $354.04 and a 200 day moving average of $342.23.

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.