Vanguard Total Stock Market ETF $VTI is Luminvest Wealth Management LLC’s Largest Position

Luminvest Wealth Management LLC raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 259,904 shares of the company’s stock after acquiring an additional 7,506 shares during the quarter. Vanguard Total Stock Market ETF makes up 27.8% of Luminvest Wealth Management LLC’s portfolio, making the stock its largest holding. Luminvest Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $85,293,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Evolution Wealth Management Inc. purchased a new stake in Vanguard Total Stock Market ETF in the 2nd quarter worth approximately $29,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of Vanguard Total Stock Market ETF in the second quarter worth $33,000. Anfield Capital Management LLC bought a new stake in shares of Vanguard Total Stock Market ETF during the 2nd quarter valued at $45,000. Berkshire Money Management Inc. purchased a new position in shares of Vanguard Total Stock Market ETF during the 2nd quarter valued at $60,000. Finally, Bank of Jackson Hole Trust lifted its stake in shares of Vanguard Total Stock Market ETF by 15.9% during the 2nd quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock valued at $73,000 after buying an additional 33 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI stock opened at $340.57 on Friday. The stock has a fifty day simple moving average of $338.09 and a two-hundred day simple moving average of $328.01. The firm has a market capitalization of $579.95 billion, a PE ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 52-week low of $236.42 and a 52-week high of $344.42.

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. 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.