Montz Harcus Wealth Management LLC Raises Position in Vanguard Total Stock Market ETF $VTI

Montz Harcus Wealth Management LLC lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 348.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,569 shares of the company’s stock after acquiring an additional 4,328 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 0.7% of Montz Harcus Wealth Management LLC’s portfolio, making the stock its 22nd largest holding. Montz Harcus Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $1,786,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co boosted its holdings in Vanguard Total Stock Market ETF by 58,332.8% in the 4th quarter. Auto Owners Insurance Co now owns 12,270,882 shares of the company’s stock valued at $4,114,059,000 after purchasing an additional 12,249,882 shares in the last quarter. Align Financial LLC acquired a new position in Vanguard Total Stock Market ETF during the 4th quarter worth approximately $210,276,000. Narodna banka Slovenska purchased a new position in shares of Vanguard Total Stock Market ETF during the 1st quarter worth approximately $1,762,447,000. Mercer Global Advisors Inc. ADV raised its stake in shares of Vanguard Total Stock Market ETF by 208.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,997,096 shares of the company’s stock worth $655,190,000 after buying an additional 3,842,502 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Vanguard Total Stock Market ETF by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 62,622,049 shares of the company’s stock valued at $20,995,293,000 after buying an additional 2,291,938 shares during the period. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Trading Down 0.7%

Shares of VTI traded down $2.66 during mid-day trading on Tuesday, hitting $369.01. The company’s stock had a trading volume of 1,325,135 shares, compared to its average volume of 5,017,839. Vanguard Total Stock Market ETF has a 1-year low of $304.00 and a 1-year high of $374.70. The firm has a market capitalization of $654.59 billion, a P/E ratio of 24.26 and a beta of 1.01. The firm has a 50-day simple moving average of $364.58 and a 200 day simple moving average of $346.12.

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.