Balboa Wealth Partners Grows Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Balboa Wealth Partners lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 829.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,830 shares of the company’s stock after purchasing an additional 11,450 shares during the period. Vanguard Total Stock Market ETF comprises approximately 0.8% of Balboa Wealth Partners’ portfolio, making the stock its 23rd largest position. Balboa Wealth Partners’ holdings in Vanguard Total Stock Market ETF were worth $3,718,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of VTI. Tillman Hartley LLC purchased a new stake in Vanguard Total Stock Market ETF in the fourth quarter valued at $411,000. Rakuten Securities Inc. lifted its position in Vanguard Total Stock Market ETF by 43.4% in the fourth quarter. Rakuten Securities Inc. now owns 8,904 shares of the company’s stock valued at $2,580,000 after acquiring an additional 2,693 shares during the last quarter. Avantax Advisory Services Inc. lifted its position in Vanguard Total Stock Market ETF by 9.0% in the fourth quarter. Avantax Advisory Services Inc. now owns 257,823 shares of the company’s stock valued at $74,720,000 after acquiring an additional 21,258 shares during the last quarter. Essential Planning LLC. lifted its position in Vanguard Total Stock Market ETF by 6,100.6% in the fourth quarter. Essential Planning LLC. now owns 3,223,294 shares of the company’s stock valued at $940,012,000 after acquiring an additional 3,171,310 shares during the last quarter. Finally, Liberty Wealth Management LLC lifted its position in Vanguard Total Stock Market ETF by 2.2% in the fourth quarter. Liberty Wealth Management LLC now owns 43,050 shares of the company’s stock valued at $12,476,000 after acquiring an additional 914 shares during the last quarter.

Vanguard Total Stock Market ETF Price Performance

Shares of VTI opened at $275.04 on Thursday. Vanguard Total Stock Market ETF has a 1-year low of $244.57 and a 1-year high of $303.39. The stock has a market cap of $2.30 trillion, a PE ratio of 25.79 and a beta of 1.03. The firm has a fifty day moving average price of $294.07 and a 200 day moving average price of $289.94.

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.