Vanguard Total Stock Market ETF Surpasses SPTM with $567B AUM, 15.69% One-Year Return
Vanguard Total Stock Market ETF holds $567bn AUM across 3,527 stocks, charges a 0.03% expense ratio, and returned 15.69% over one year with a 1.11% dividend yield. Its 5-year max drawdown of -25.36% is similar to SPTM but VTI offers broader diversification by including ~2,000 more stocks.
1. Apricus Wealth LLC Establishes New Position
In the third quarter, Apricus Wealth LLC initiated a position in Vanguard Total Stock Market ETF by acquiring 1,560 shares valued at approximately $512,000, according to its latest Form 13F filing with the SEC. This purchase represents a strategic entry by a boutique advisory firm into the broad-market ETF, signaling confidence in the fund’s capacity to deliver diversified U.S. equity exposure. The new holding contributes to the ETF’s growing roster of institutional backers and highlights continued demand for low-cost, passively managed equity vehicles.
2. Bell Bank Trims Exposure Despite Sizeable Stake
During the same period, Bell Bank reduced its position in Vanguard Total Stock Market ETF by 2,141 shares, bringing its total holdings to 343,893 shares. Valued at roughly $112.86 million, the ETF constitutes 4.9% of Bell Bank’s overall portfolio and ranks as its fifth-largest equity holding. The modest reduction—0.6% of its prior stake—suggests a slight rebalancing rather than a shift in conviction, leaving Bell Bank firmly invested in the broad U.S. market through a vehicle that tracks the MSCI US Broad Market Index.
3. Market Profile and Institutional Ownership
Vanguard Total Stock Market ETF boasts a market capitalization exceeding $560 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02, underlining its alignment with overall market volatility. Institutional investors now hold 28.92% of outstanding shares, reflecting widespread adoption among asset managers and pension funds. As an exchange-traded share class of Vanguard’s flagship index fund, the ETF offers exposure to over 1,300 large- and mid-cap stocks plus a representative sample of smaller equities, capturing nearly 99.5% of the investable U.S. market and providing a cornerstone for core equity allocations.