Circle Wealth Management LLC Lowers Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Circle Wealth Management LLC lessened its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 1.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 280,845 shares of the company’s stock after selling 2,988 shares during the period. Vanguard Total Stock Market ETF makes up approximately 1.8% of Circle Wealth Management LLC’s investment portfolio, making the stock its 8th largest position. Circle Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $79,524,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. QRG Capital Management Inc. increased its position in Vanguard Total Stock Market ETF by 14.2% during the 2nd quarter. QRG Capital Management Inc. now owns 17,590 shares of the company’s stock worth $4,706,000 after buying an additional 2,190 shares during the period. Brown Brothers Harriman & Co. increased its position in Vanguard Total Stock Market ETF by 1.6% during the second quarter. Brown Brothers Harriman & Co. now owns 6,472 shares of the company’s stock worth $1,731,000 after acquiring an additional 105 shares during the period. Centaurus Financial Inc. increased its position in Vanguard Total Stock Market ETF by 21.7% during the second quarter. Centaurus Financial Inc. now owns 4,933 shares of the company’s stock worth $1,320,000 after acquiring an additional 881 shares during the period. Ironwood Investment Management LLC raised its stake in Vanguard Total Stock Market ETF by 2.2% in the 2nd quarter. Ironwood Investment Management LLC now owns 42,422 shares of the company’s stock worth $11,348,000 after purchasing an additional 914 shares in the last quarter. Finally, OneDigital Investment Advisors LLC boosted its holdings in Vanguard Total Stock Market ETF by 1.3% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 191,830 shares of the company’s stock valued at $54,319,000 after purchasing an additional 2,432 shares during the period.

Vanguard Total Stock Market ETF Stock Up 0.6 %

Shares of NYSEARCA:VTI opened at $299.86 on Friday. Vanguard Total Stock Market ETF has a 12-month low of $224.82 and a 12-month high of $300.38. The company’s 50 day moving average price is $288.40 and its two-hundred day moving average price is $275.79. The firm has a market cap of $449.79 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.