Beacon Investment Advisory Services Inc. Has $172.67 Million Stock Holdings in Vanguard Total Stock Market ETF $VTI

Beacon Investment Advisory Services Inc. raised its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 0.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 526,159 shares of the company’s stock after buying an additional 3,595 shares during the period. Vanguard Total Stock Market ETF comprises about 7.3% of Beacon Investment Advisory Services Inc.’s investment portfolio, making the stock its biggest position. Beacon Investment Advisory Services Inc.’s holdings in Vanguard Total Stock Market ETF were worth $172,670,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Aldebaran Financial Inc. increased its stake in Vanguard Total Stock Market ETF by 1.0% in the second quarter. Aldebaran Financial Inc. now owns 3,103 shares of the company’s stock valued at $943,000 after acquiring an additional 32 shares during the last quarter. Werba Rubin Papier Wealth Management lifted its stake in Vanguard Total Stock Market ETF by 0.3% during the second quarter. Werba Rubin Papier Wealth Management now owns 9,785 shares of the company’s stock worth $2,974,000 after purchasing an additional 33 shares during the last quarter. Bank of Jackson Hole Trust lifted its stake in Vanguard Total Stock Market ETF by 15.9% during the second quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock worth $73,000 after purchasing an additional 33 shares during the last quarter. Sara Bay Financial boosted its holdings in shares of Vanguard Total Stock Market ETF by 1.6% in the 3rd quarter. Sara Bay Financial now owns 2,039 shares of the company’s stock worth $669,000 after purchasing an additional 33 shares in the last quarter. Finally, Trust Co. of Toledo NA OH raised its holdings in shares of Vanguard Total Stock Market ETF by 2.6% during the 3rd quarter. Trust Co. of Toledo NA OH now owns 1,314 shares of the company’s stock valued at $431,000 after buying an additional 33 shares in the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Down 0.1%

Shares of NYSEARCA VTI opened at $339.67 on Friday. The stock’s 50-day moving average is $333.69 and its 200 day moving average is $321.23. The stock has a market cap of $566.46 billion, a price-to-earnings 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 $340.33.

Vanguard Total Stock Market ETF Company 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.