Vanguard Total Stock Market ETF $VTI is Beacon Financial Strategies CORP’s Largest Position

Beacon Financial Strategies CORP grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 1.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 98,471 shares of the ETF’s stock after purchasing an additional 1,505 shares during the period. Vanguard Total Stock Market ETF makes up about 18.1% of Beacon Financial Strategies CORP’s holdings, making the stock its biggest position. Beacon Financial Strategies CORP’s holdings in Vanguard Total Stock Market ETF were worth $36,438,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Howard Financial Services LTD. raised its holdings in shares of 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 acquiring an additional 28 shares in the last quarter. Boyum Wealth Architects LLC increased its position 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 purchasing an additional 30 shares during the last quarter. Financial Perspectives Inc increased its position 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 worth $800,000 after purchasing an additional 30 shares during the last quarter. Van Hulzen Asset Management LLC raised its stake in shares of 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 worth $922,000 after purchasing an additional 30 shares in the last quarter. Finally, Alteri Wealth LLC raised its stake in shares of Vanguard Total Stock Market ETF by 2.7% during the 4th quarter. Alteri Wealth LLC now owns 1,132 shares of the ETF’s stock worth $380,000 after purchasing an additional 30 shares in the last quarter. 28.92% of the stock is currently owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI opened at $381.78 on Friday. The firm has a market cap of $684.38 billion, a PE ratio of 24.26 and a beta of 1.01. The firm’s 50 day moving average price is $368.96 and its 200 day moving average price is $351.62. Vanguard Total Stock Market ETF has a twelve month low of $310.40 and a twelve month high of $383.29.

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.