Rolek Wealth Management LLC Makes New $37.59 Million Investment in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Rolek Wealth Management LLC acquired a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 129,706 shares of the company’s stock, valued at approximately $37,590,000. Vanguard Total Stock Market ETF comprises about 29.5% of Rolek Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in VTI. Novo Holdings A S acquired a new stake in shares of Vanguard Total Stock Market ETF in the second quarter valued at about $277,823,000. Magnolia Capital Advisors LLC acquired a new stake in shares of Vanguard Total Stock Market ETF in the second quarter valued at about $222,087,000. WealthNavi Inc. lifted its stake in shares of Vanguard Total Stock Market ETF by 3.4% in the third quarter. WealthNavi Inc. now owns 11,372,065 shares of the company’s stock valued at $3,220,114,000 after purchasing an additional 377,631 shares during the period. Kovitz Investment Group Partners LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 73.4% in the third quarter. Kovitz Investment Group Partners LLC now owns 832,861 shares of the company’s stock valued at $235,833,000 after purchasing an additional 352,460 shares during the period. Finally, Wilmington Savings Fund Society FSB lifted its stake in shares of Vanguard Total Stock Market ETF by 149.3% in the third quarter. Wilmington Savings Fund Society FSB now owns 584,766 shares of the company’s stock valued at $165,582,000 after purchasing an additional 350,171 shares during the period.

Vanguard Total Stock Market ETF Stock Up 0.5 %

Shares of NYSEARCA VTI opened at $300.60 on Thursday. Vanguard Total Stock Market ETF has a 52 week low of $239.86 and a 52 week high of $302.95. The firm has a 50-day moving average price of $295.41 and a 200 day moving average price of $283.84. The stock has a market capitalization of $450.90 billion, a price-to-earnings ratio of 23.62 and a beta of 1.02.

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.