Vanguard Total Stock Market ETF $VTI is Moulton Wealth Management Inc.’s 4th Largest Position

Moulton Wealth Management Inc. increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 124.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,953 shares of the ETF’s stock after purchasing an additional 18,825 shares during the period. Vanguard Total Stock Market ETF accounts for about 8.4% of Moulton Wealth Management Inc.’s portfolio, making the stock its 4th largest position. Moulton Wealth Management Inc.’s holdings in Vanguard Total Stock Market ETF were worth $12,578,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Core Wealth Advisors LLC purchased a new position in shares of Vanguard Total Stock Market ETF in the fourth quarter worth $30,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Vanguard Total Stock Market ETF during the fourth quarter worth $31,000. Wealth Watch Advisors INC purchased a new stake in shares of Vanguard Total Stock Market ETF during the third quarter valued at $31,000. Basepoint Wealth LLC purchased a new stake in shares of Vanguard Total Stock Market ETF during the fourth quarter valued at $32,000. Finally, Strategic Wealth Investment Group LLC acquired a new position in shares of Vanguard Total Stock Market ETF in the 2nd quarter valued at $33,000. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA VTI opened at $380.82 on Wednesday. The company has a market cap of $682.65 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. The stock’s fifty day moving average price is $368.42 and its 200 day moving average price is $350.88. Vanguard Total Stock Market ETF has a 1 year low of $308.45 and a 1 year high of $381.74.

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.