Vanguard Total Stock Market ETF $VTI is Tanglewood Wealth Management Inc.’s Largest Position

Tanglewood Wealth Management Inc. grew its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 20.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 565,435 shares of the company’s stock after purchasing an additional 94,730 shares during the quarter. Vanguard Total Stock Market ETF makes up about 16.9% of Tanglewood Wealth Management Inc.’s portfolio, making the stock its biggest holding. Tanglewood Wealth Management Inc.’s holdings in Vanguard Total Stock Market ETF were worth $171,853,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in VTI. Wealth Preservation Advisors LLC purchased a new position in shares of Vanguard Total Stock Market ETF during the 1st quarter valued at approximately $26,000. Toth Financial Advisory Corp purchased a new position in shares of Vanguard Total Stock Market ETF during the 2nd quarter valued at approximately $27,000. MJT & Associates Financial Advisory Group Inc. increased its holdings in shares of Vanguard Total Stock Market ETF by 165.7% during the 2nd 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. Citizens National Bank Trust Department purchased a new stake in Vanguard Total Stock Market ETF in the 1st quarter worth $34,000. Finally, Knuff & Co LLC purchased a new stake in Vanguard Total Stock Market ETF in the 1st quarter worth $37,000. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA VTI opened at $329.97 on Friday. The firm has a market cap of $547.29 billion, a PE ratio of 24.26 and a beta of 1.02. The firm has a fifty day moving average of $319.50 and a 200 day moving average of $297.47. Vanguard Total Stock Market ETF has a one year low of $236.42 and a one year high of $331.74.

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.