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

Rolek Wealth Management LLC bought a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 129,706 shares of the company’s stock, valued at approximately $37,590,000. Vanguard Total Stock Market ETF comprises 29.5% of Rolek Wealth Management LLC’s portfolio, making the stock its 3rd largest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VTI. Mattson Financial Services LLC acquired a new position in Vanguard Total Stock Market ETF during the second quarter worth about $34,000. Colony Family Offices LLC acquired a new position in shares of Vanguard Total Stock Market ETF in the third quarter valued at approximately $35,000. Urban Financial Advisory Corp acquired a new position in shares of Vanguard Total Stock Market ETF in the third quarter valued at approximately $37,000. Westend Capital Management LLC acquired a new position in shares of Vanguard Total Stock Market ETF in the third quarter valued at approximately $62,000. Finally, Darwin Wealth Management LLC acquired a new position in shares of Vanguard Total Stock Market ETF in the third quarter valued at approximately $77,000.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA:VTI opened at $300.60 on Thursday. The firm has a 50 day simple moving average of $295.41 and a 200-day simple moving average of $283.84. The firm has a market cap of $450.90 billion, a PE ratio of 23.62 and a beta of 1.02. Vanguard Total Stock Market ETF has a 1-year low of $239.86 and a 1-year high of $302.95.

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.