Capstone Financial Advisors Inc. Raises Stake in Vanguard Total Stock Market ETF (VTI)

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Capstone Financial Advisors Inc. raised its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 25.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 701,265 shares of the company’s stock after purchasing an additional 142,077 shares during the quarter. Vanguard Total Stock Market ETF accounts for 26.1% of Capstone Financial Advisors Inc.’s portfolio, making the stock its largest holding. Capstone Financial Advisors Inc. owned approximately 0.09% of Vanguard Total Stock Market ETF worth $104,944,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in VTI. Wedbush Securities Inc. increased its position in shares of Vanguard Total Stock Market ETF by 17.8% in the 3rd quarter. Wedbush Securities Inc. now owns 52,763 shares of the company’s stock valued at $7,896,000 after buying an additional 7,973 shares in the last quarter. Morgan Stanley increased its position in shares of Vanguard Total Stock Market ETF by 3.8% in the 2nd quarter. Morgan Stanley now owns 8,342,118 shares of the company’s stock valued at $1,171,483,000 after buying an additional 302,153 shares in the last quarter. ACG Wealth bought a new stake in shares of Vanguard Total Stock Market ETF in the 3rd quarter valued at $256,000. Baker Avenue Asset Management LP increased its position in shares of Vanguard Total Stock Market ETF by 2.9% in the 3rd quarter. Baker Avenue Asset Management LP now owns 300,987 shares of the company’s stock valued at $45,043,000 after buying an additional 8,363 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its position in shares of Vanguard Total Stock Market ETF by 19.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 4,781,320 shares of the company’s stock valued at $715,525,000 after buying an additional 768,671 shares in the last quarter.

Shares of Vanguard Total Stock Market ETF stock traded up $0.65 during trading hours on Thursday, reaching $132.81. 2,685,619 shares of the company’s stock were exchanged, compared to its average volume of 4,664,093. Vanguard Total Stock Market ETF has a fifty-two week low of $119.35 and a fifty-two week high of $151.84.

The business also recently declared a quarterly dividend, which was paid on Friday, December 28th. Shareholders of record on Wednesday, December 26th were issued a $0.7209 dividend. This is a boost from Vanguard Total Stock Market ETF’s previous quarterly dividend of $0.71. This represents a $2.88 annualized dividend and a yield of 2.17%. The ex-dividend date was Monday, December 24th.

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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.

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Institutional Ownership by Quarter for Vanguard Total Stock Market ETF (NYSEARCA:VTI)

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