Lumbard & Kellner LLC Has $3.35 Million Stock Position in Vanguard Total Stock Market ETF $VTI

Lumbard & Kellner LLC cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,020 shares of the company’s stock after selling 376 shares during the quarter. Lumbard & Kellner LLC’s holdings in Vanguard Total Stock Market ETF were worth $3,349,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Werba Rubin Papier Wealth Management raised its position in Vanguard Total Stock Market ETF by 0.3% in the 2nd quarter. Werba Rubin Papier Wealth Management now owns 9,785 shares of the company’s stock valued at $2,974,000 after buying an additional 33 shares during the last quarter. Bank of Jackson Hole Trust grew its stake in shares of Vanguard Total Stock Market ETF by 15.9% in the 2nd quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock worth $73,000 after acquiring an additional 33 shares in the last quarter. First County Bank CT raised its holdings in shares of Vanguard Total Stock Market ETF by 1.5% in the second quarter. First County Bank CT now owns 2,267 shares of the company’s stock valued at $689,000 after purchasing an additional 34 shares during the last quarter. Advisory Resource Group lifted its position in shares of Vanguard Total Stock Market ETF by 2.4% during the second quarter. Advisory Resource Group now owns 1,457 shares of the company’s stock valued at $443,000 after purchasing an additional 34 shares in the last quarter. Finally, Lodestone Wealth Management LLC lifted its position in shares of Vanguard Total Stock Market ETF by 0.3% during the second quarter. Lodestone Wealth Management LLC now owns 10,660 shares of the company’s stock valued at $3,240,000 after purchasing an additional 35 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI stock opened at $336.31 on Monday. The company has a market capitalization of $560.86 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 52-week low of $236.42 and a 52-week high of $339.06. The company has a 50-day simple moving average of $330.24 and a two-hundred day simple moving average of $315.17.

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.