GoalVest Advisory LLC Raises Stock Holdings in Vanguard Total Stock Market ETF $VTI

GoalVest Advisory LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2,137.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 810,011 shares of the ETF’s stock after purchasing an additional 773,813 shares during the quarter. Vanguard Total Stock Market ETF comprises 15.5% of GoalVest Advisory LLC’s investment portfolio, making the stock its 2nd biggest position. GoalVest Advisory LLC’s holdings in Vanguard Total Stock Market ETF were worth $303,139,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of VTI. Cardinal Point Capital Management ULC increased its position in shares of Vanguard Total Stock Market ETF by 5.2% during the 1st quarter. Cardinal Point Capital Management ULC now owns 611,956 shares of the ETF’s stock valued at $196,322,000 after purchasing an additional 30,152 shares during the last quarter. RM Financial Services LLC purchased a new stake in Vanguard Total Stock Market ETF in the fourth quarter worth approximately $3,163,000. Compass Financial Management LLC bought a new position in Vanguard Total Stock Market ETF during the second quarter valued at approximately $2,176,000. Baron Wealth Management LLC bought a new position in Vanguard Total Stock Market ETF during the second quarter valued at approximately $778,000. Finally, Keel Point LLC raised its stake in shares of Vanguard Total Stock Market ETF by 10.9% during the fourth quarter. Keel Point LLC now owns 14,249 shares of the ETF’s stock worth $4,777,000 after acquiring an additional 1,404 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 0.8%

Shares of VTI traded up $3.11 during mid-day trading on Friday, reaching $378.29. The company’s stock had a trading volume of 1,619,838 shares, compared to its average volume of 4,390,728. Vanguard Total Stock Market ETF has a 52 week low of $310.40 and a 52 week high of $385.12. The stock has a market cap of $690.53 billion, a PE ratio of 24.26 and a beta of 1.01. The company’s fifty day moving average price is $376.59 and its two-hundred day moving average price is $362.67.

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.