JMG Financial Group Ltd. Has $53.88 Million Holdings in Vanguard Total Stock Market ETF $VTI

JMG Financial Group Ltd. lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 145,598 shares of the ETF’s stock after selling 4,806 shares during the quarter. Vanguard Total Stock Market ETF comprises approximately 1.3% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 9th biggest position. JMG Financial Group Ltd.’s holdings in Vanguard Total Stock Market ETF were worth $53,877,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Core Wealth Advisors LLC bought a new stake in shares of Vanguard Total Stock Market ETF during the 4th quarter valued at $30,000. Hilton Head Capital Partners LLC bought a new position in shares of Vanguard Total Stock Market ETF in the fourth quarter worth $31,000. Wealth Watch Advisors INC bought a new position in shares of Vanguard Total Stock Market ETF in the third quarter worth $31,000. Basepoint Wealth LLC acquired a new position in Vanguard Total Stock Market ETF in the fourth quarter valued at about $32,000. Finally, Strategic Wealth Investment Group LLC acquired a new position in Vanguard Total Stock Market ETF in the second quarter valued at about $33,000. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

VTI opened at $383.85 on Monday. Vanguard Total Stock Market ETF has a twelve month low of $310.40 and a twelve month high of $385.12. The company has a 50-day simple moving average of $370.08 and a 200 day simple moving average of $353.20. The stock has a market capitalization of $688.09 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01.

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.