Vanguard Total Stock Market ETF $VTI is AllGen Financial Advisors Inc.’s Largest Position

AllGen Financial Advisors Inc. raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 269,236 shares of the company’s stock after purchasing an additional 2,478 shares during the period. Vanguard Total Stock Market ETF accounts for about 21.4% of AllGen Financial Advisors Inc.’s holdings, making the stock its biggest position. AllGen Financial Advisors Inc.’s holdings in Vanguard Total Stock Market ETF were worth $90,267,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Gould Asset Management LLC CA raised its stake in shares of Vanguard Total Stock Market ETF by 2.6% in the third quarter. Gould Asset Management LLC CA now owns 1,185 shares of the company’s stock valued at $389,000 after acquiring an additional 30 shares during the period. Abbot Financial Management Inc. raised its stake in shares of Vanguard Total Stock Market ETF by 2.1% in the third quarter. Abbot Financial Management Inc. now owns 1,436 shares of the company’s stock valued at $471,000 after acquiring an additional 30 shares during the period. Finward Bancorp raised its stake in shares of Vanguard Total Stock Market ETF by 3.7% in the fourth quarter. Finward Bancorp now owns 841 shares of the company’s stock valued at $282,000 after acquiring an additional 30 shares during the period. 4J Wealth Management LLC raised its stake in shares of Vanguard Total Stock Market ETF by 1.5% in the third quarter. 4J Wealth Management LLC now owns 2,057 shares of the company’s stock valued at $675,000 after acquiring an additional 31 shares during the period. Finally, Kavar Capital Partners Group LLC raised its stake in shares of Vanguard Total Stock Market ETF by 0.4% in the fourth quarter. Kavar Capital Partners Group LLC now owns 8,568 shares of the company’s stock valued at $2,873,000 after acquiring an additional 31 shares during the period. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 2.5%

Shares of VTI opened at $333.70 on Thursday. Vanguard Total Stock Market ETF has a twelve month low of $241.62 and a twelve month high of $344.42. The company has a market cap of $577.55 billion, a P/E ratio of 24.26 and a beta of 1.02. The company’s fifty day simple moving average is $332.49 and its 200-day simple moving average is $333.52.

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.