Moulton Wealth Management Inc. Has $9.33 Million Position in Vanguard Total Stock Market ETF $VTI

Moulton Wealth Management Inc. reduced its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 21.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 28,438 shares of the company’s stock after selling 7,977 shares during the quarter. Vanguard Total Stock Market ETF comprises 6.8% of Moulton Wealth Management Inc.’s holdings, making the stock its 6th largest position. Moulton Wealth Management Inc.’s holdings in Vanguard Total Stock Market ETF were worth $9,332,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Wealth Preservation Advisors LLC bought a new position in shares of Vanguard Total Stock Market ETF during the first quarter worth approximately $26,000. Toth Financial Advisory Corp acquired a new position in Vanguard Total Stock Market ETF in the 2nd quarter valued at $27,000. MJT & Associates Financial Advisory Group Inc. grew its holdings in 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 valued at $28,000 after buying an additional 58 shares in the last quarter. Evolution Wealth Management Inc. bought a new position in Vanguard Total Stock Market ETF during the 2nd quarter worth $29,000. Finally, Strategic Wealth Investment Group LLC acquired a new stake in shares of Vanguard Total Stock Market ETF during the second quarter worth $33,000. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of Vanguard Total Stock Market ETF stock opened at $330.71 on Thursday. The firm has a 50-day moving average of $332.13 and a 200-day moving average of $319.24. Vanguard Total Stock Market ETF has a 52-week low of $236.42 and a 52-week high of $339.94. The stock has a market cap of $551.52 billion, a PE ratio of 24.26 and a beta of 1.02.

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.