Morton Brown Family Wealth LLC Grows Position in Vanguard Total Stock Market ETF $VTI

Morton Brown Family Wealth LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.9% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,886 shares of the company’s stock after purchasing an additional 140 shares during the quarter. Vanguard Total Stock Market ETF comprises 0.5% of Morton Brown Family Wealth LLC’s portfolio, making the stock its 23rd largest position. Morton Brown Family Wealth LLC’s holdings in Vanguard Total Stock Market ETF were worth $1,485,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the business. Toth Financial Advisory Corp purchased a new position in shares of Vanguard Total Stock Market ETF in the second quarter valued at $27,000. MJT & Associates Financial Advisory Group Inc. lifted its position in shares of Vanguard Total Stock Market ETF by 165.7% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 93 shares of the company’s stock worth $28,000 after buying an additional 58 shares during the last quarter. Wealth Preservation Advisors LLC bought a new position in shares of Vanguard Total Stock Market ETF in the 1st quarter worth about $26,000. Citizens National Bank Trust Department bought a new position in shares of Vanguard Total Stock Market ETF in the 1st quarter worth about $34,000. Finally, HFM Investment Advisors LLC bought a new position in shares of Vanguard Total Stock Market ETF in the 1st quarter worth about $37,000. 28.92% of the stock is currently owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Stock Down 0.3%

VTI stock opened at $330.66 on Friday. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $332.20. The firm’s 50-day simple moving average is $320.98 and its 200 day simple moving average is $298.86. The stock has a market cap of $551.44 billion, a PE ratio of 24.26 and a beta of 1.02.

Vanguard Total Stock Market ETF Company 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.