Vanguard Total Stock Market ETF $VTI Shares Acquired by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 497,237 shares of the company’s stock after acquiring an additional 15,888 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 5.9% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 3rd biggest holding. Joel Isaacson & Co. LLC’s holdings in Vanguard Total Stock Market ETF were worth $163,178,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VTI. MJT & Associates Financial Advisory Group Inc. lifted its holdings in Vanguard Total Stock Market ETF by 165.7% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 93 shares of the company’s stock valued at $28,000 after purchasing an additional 58 shares in the last quarter. Evolution Wealth Management Inc. acquired a new position in shares of Vanguard Total Stock Market ETF during the 2nd quarter worth about $29,000. Strategic Wealth Investment Group LLC purchased a new position in Vanguard Total Stock Market ETF in the 2nd quarter valued at about $33,000. Anfield Capital Management LLC acquired a new stake in Vanguard Total Stock Market ETF in the 2nd quarter worth about $45,000. Finally, Berkshire Money Management Inc. acquired a new position in shares of Vanguard Total Stock Market ETF during the second quarter valued at approximately $60,000. 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 $335.11 on Wednesday. The stock’s 50 day simple moving average is $335.77 and its 200-day simple moving average is $326.37. The company has a market cap of $570.66 billion, a PE ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $343.67.

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.