AllGen Financial Advisors Inc. Purchases New Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

AllGen Financial Advisors Inc. purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 11,847 shares of the company’s stock, valued at approximately $3,169,000. Vanguard Total Stock Market ETF comprises about 1.2% of AllGen Financial Advisors Inc.’s portfolio, making the stock its 20th largest position.

A number of other large investors have also added to or reduced their stakes in the company. Mittelman Wealth Management purchased a new stake in Vanguard Total Stock Market ETF in the 2nd quarter worth approximately $215,000. SkyOak Wealth LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 1.2% during the second quarter. SkyOak Wealth LLC now owns 7,997 shares of the company’s stock valued at $2,139,000 after acquiring an additional 92 shares in the last quarter. Lokken Investment Group LLC lifted its stake in Vanguard Total Stock Market ETF by 7.3% in the second quarter. Lokken Investment Group LLC now owns 21,302 shares of the company’s stock worth $5,699,000 after acquiring an additional 1,443 shares during the period. Blair William & Co. IL lifted its stake in Vanguard Total Stock Market ETF by 5.7% in the second quarter. Blair William & Co. IL now owns 217,271 shares of the company’s stock worth $58,122,000 after acquiring an additional 11,706 shares during the period. Finally, Argent Trust Co boosted its holdings in Vanguard Total Stock Market ETF by 1.5% in the second quarter. Argent Trust Co now owns 57,716 shares of the company’s stock valued at $15,440,000 after acquiring an additional 834 shares in the last quarter.

Vanguard Total Stock Market ETF Trading Down 0.3 %

Shares of VTI opened at $277.28 on Thursday. Vanguard Total Stock Market ETF has a 1-year low of $202.44 and a 1-year high of $281.06. The firm’s 50-day moving average price is $271.49 and its 200-day moving average price is $263.71. The firm has a market capitalization of $415.92 billion, a price-to-earnings ratio of 23.62 and a beta of 1.02.

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.