Vanguard Total Stock Market ETF $VTI Position Boosted by Balboa Wealth Partners

Balboa Wealth Partners boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 26.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,567 shares of the company’s stock after buying an additional 5,319 shares during the quarter. Vanguard Total Stock Market ETF makes up about 1.4% of Balboa Wealth Partners’ investment portfolio, making the stock its 13th biggest holding. Balboa Wealth Partners’ holdings in Vanguard Total Stock Market ETF were worth $8,390,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Evolution Wealth Management Inc. bought a new stake in shares of Vanguard Total Stock Market ETF in the 2nd quarter valued at approximately $29,000. Strategic Wealth Investment Group LLC bought a new position in Vanguard Total Stock Market ETF during the second quarter worth $33,000. Anfield Capital Management LLC acquired a new position in Vanguard Total Stock Market ETF in the second quarter worth $45,000. Glassy Mountain Advisors Inc. acquired a new position in Vanguard Total Stock Market ETF in the third quarter worth $57,000. Finally, Bank of Jackson Hole Trust increased its stake in Vanguard Total Stock Market ETF by 15.9% during the second quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock valued at $73,000 after purchasing an additional 33 shares during the last quarter. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Vanguard Total Stock Market ETF stock opened at $336.65 on Friday. The firm’s 50-day moving average is $339.03 and its 200-day moving average is $330.03. Vanguard Total Stock Market ETF has a 1 year low of $236.42 and a 1 year high of $344.42. The company has a market cap of $573.28 billion, a P/E 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. 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.