Pacific Excel Wealth Advisors Inc. Raises Holdings in Vanguard Total Stock Market ETF $VTI

Pacific Excel Wealth Advisors Inc. lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 1,168.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,603 shares of the ETF’s stock after acquiring an additional 9,767 shares during the quarter. Vanguard Total Stock Market ETF makes up 1.5% of Pacific Excel Wealth Advisors Inc.’s investment portfolio, making the stock its 17th largest position. Pacific Excel Wealth Advisors Inc.’s holdings in Vanguard Total Stock Market ETF were worth $3,924,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in VTI. Howard Financial Services LTD. boosted its position in Vanguard Total Stock Market ETF by 0.3% during the second quarter. Howard Financial Services LTD. now owns 11,079 shares of the ETF’s stock worth $4,100,000 after purchasing an additional 28 shares during the period. Finward Bancorp lifted its stake in shares of Vanguard Total Stock Market ETF by 3.7% during the 4th quarter. Finward Bancorp now owns 841 shares of the ETF’s stock valued at $282,000 after buying an additional 30 shares in the last quarter. Boyum Wealth Architects LLC boosted its holdings in Vanguard Total Stock Market ETF by 0.3% in the 4th quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the ETF’s stock worth $3,969,000 after buying an additional 30 shares during the period. Financial Perspectives Inc grew its stake in Vanguard Total Stock Market ETF by 1.3% in the 4th quarter. Financial Perspectives Inc now owns 2,387 shares of the ETF’s stock valued at $800,000 after buying an additional 30 shares in the last quarter. Finally, Van Hulzen Asset Management LLC raised its holdings in Vanguard Total Stock Market ETF by 1.1% during the 4th quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the ETF’s stock valued at $922,000 after acquiring an additional 30 shares during the period. 28.92% of the stock is currently owned by institutional investors.

Vanguard Total Stock Market ETF Price Performance

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

About Vanguard Total Stock Market ETF

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.