Jacobs Equity LLC Makes New Investment in Vanguard Total Stock Market ETF $VTI

Jacobs Equity LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,965 shares of the company’s stock, valued at approximately $659,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of VTI. Ervin Investment Management LLC boosted its position in Vanguard Total Stock Market ETF by 121.5% during the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after buying an additional 2,012 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Vanguard Total Stock Market ETF by 40.8% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock valued at $29,130,000 after acquiring an additional 25,715 shares during the period. Serenus Wealth Advisors LLC increased its position in shares of Vanguard Total Stock Market ETF by 31.7% in the fourth quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after acquiring an additional 8,144 shares during the period. Rolek Wealth Management LLC raised its stake in shares of Vanguard Total Stock Market ETF by 7.5% during the fourth quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock valued at $8,600,000 after acquiring an additional 1,799 shares during the last quarter. Finally, Diversified Management Inc. bought a new position in shares of Vanguard Total Stock Market ETF during the fourth quarter valued at about $5,067,000. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Trading Up 1.2%

Vanguard Total Stock Market ETF stock opened at $369.99 on Friday. The firm has a market cap of $646.45 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1-year low of $291.97 and a 1-year high of $374.70. The firm has a 50-day moving average of $359.38 and a 200-day moving average of $343.77.

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. The Fund typically holds the largest 1,200 to 1,300 stocks in its target index (covering nearly 95% of the index’s total market capitalization) and a representative sample of the remaining stocks.