JPL Wealth Management LLC Makes New Investment in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

JPL Wealth Management LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 33,431 shares of the company’s stock, valued at approximately $9,689,000. Vanguard Total Stock Market ETF accounts for approximately 2.8% of JPL Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding.

A number of other large investors also recently modified their holdings of the business. AlphaMark Advisors LLC bought a new position in Vanguard Total Stock Market ETF during the fourth quarter valued at about $33,000. Denver PWM LLC acquired a new position in shares of Vanguard Total Stock Market ETF in the 4th quarter valued at $33,000. Colony Family Offices LLC acquired a new position in shares of Vanguard Total Stock Market ETF in the 3rd quarter valued at $35,000. Urban Financial Advisory Corp acquired a new stake in Vanguard Total Stock Market ETF during the 3rd quarter worth about $37,000. Finally, Promus Capital LLC acquired a new stake in Vanguard Total Stock Market ETF during the 4th quarter worth about $43,000.

Vanguard Total Stock Market ETF Price Performance

VTI opened at $275.04 on Thursday. Vanguard Total Stock Market ETF has a fifty-two week low of $244.57 and a fifty-two week high of $303.39. The business has a 50-day moving average of $294.07 and a 200-day moving average of $289.94. The company has a market capitalization of $2.30 trillion, a PE ratio of 25.79 and a beta of 1.03.

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.