Kerntke Otto McGlone Wealth Management Group Has $3.31 Million Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Posted by on Jun 15th, 2023

Kerntke Otto McGlone Wealth Management Group reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 24.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,294 shares of the company’s stock after selling 5,528 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 3.8% of Kerntke Otto McGlone Wealth Management Group’s investment portfolio, making the stock its 8th largest position. Kerntke Otto McGlone Wealth Management Group’s holdings in Vanguard Total Stock Market ETF were worth $3,306,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Richard W. Paul & Associates LLC bought a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter valued at about $379,000. ZWJ Investment Counsel Inc. purchased a new position in shares of Vanguard Total Stock Market ETF during the fourth quarter worth approximately $208,000. Bleakley Financial Group LLC purchased a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter valued at $13,800,000. Fagan Associates Inc. grew its holdings in shares of Vanguard Total Stock Market ETF by 16.2% during the 4th quarter. Fagan Associates Inc. now owns 1,585 shares of the company’s stock valued at $303,000 after purchasing an additional 221 shares during the last quarter. Finally, N.E.W. Advisory Services LLC lifted its stake in Vanguard Total Stock Market ETF by 2.0% in the fourth quarter. N.E.W. Advisory Services LLC now owns 310,394 shares of the company’s stock worth $59,344,000 after purchasing an additional 6,186 shares during the last quarter.

Vanguard Total Stock Market ETF Trading Up 0.0 %

Shares of NYSEARCA:VTI opened at $217.46 on Thursday. Vanguard Total Stock Market ETF has a 12-month low of $174.84 and a 12-month high of $218.53. The stock’s 50-day moving average price is $206.79 and its 200-day moving average price is $201.77. The stock has a market capitalization of $300.09 billion, a P/E ratio of 18.80 and a beta of 1.02.

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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