Vanguard Total Stock Market ETF $VTI Position Boosted by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 546,367 shares of the ETF’s stock after purchasing an additional 11,668 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 5.8% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 3rd largest holding. Joel Isaacson & Co. LLC’s holdings in Vanguard Total Stock Market ETF were worth $204,472,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Ascentis Wealth Management LLC increased its stake in shares of Vanguard Total Stock Market ETF by 36,904.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 934,350 shares of the ETF’s stock worth $345,747,000 after purchasing an additional 931,825 shares in the last quarter. GoalVest Advisory LLC raised its position in shares of Vanguard Total Stock Market ETF by 2,137.7% during the 3rd quarter. GoalVest Advisory LLC now owns 810,011 shares of the ETF’s stock worth $303,139,000 after purchasing an additional 773,813 shares during the last quarter. Waverly Advisors LLC raised its position in shares of Vanguard Total Stock Market ETF by 79.2% during the 2nd quarter. Waverly Advisors LLC now owns 599,991 shares of the ETF’s stock worth $222,021,000 after purchasing an additional 265,148 shares during the last quarter. Facet Wealth Inc. raised its position in shares of Vanguard Total Stock Market ETF by 9.6% during the 2nd quarter. Facet Wealth Inc. now owns 2,446,454 shares of the ETF’s stock worth $905,286,000 after purchasing an additional 215,122 shares during the last quarter. Finally, Elm Partners Management LLC lifted its stake in Vanguard Total Stock Market ETF by 21.5% in the 2nd quarter. Elm Partners Management LLC now owns 1,166,423 shares of the ETF’s stock valued at $431,623,000 after buying an additional 206,261 shares in the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

VTI stock opened at $374.25 on Thursday. The stock’s 50 day moving average price is $376.04 and its 200 day moving average price is $360.38. The firm has a market cap of $694.37 billion, a P/E ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 1 year low of $310.40 and a 1 year high of $385.12.

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.