Vanguard Total Stock Market ETF $VTI Position Decreased by WealthPLAN Partners LLC

WealthPLAN Partners LLC lessened its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 15.6% in the 1st quarter, HoldingsChannel reports. The fund owned 29,125 shares of the company’s stock after selling 5,386 shares during the period. Vanguard Total Stock Market ETF accounts for about 1.8% of WealthPLAN Partners LLC’s portfolio, making the stock its 8th biggest holding. WealthPLAN Partners LLC’s holdings in Vanguard Total Stock Market ETF were worth $9,344,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Cardinal Point Capital Management ULC increased its stake in Vanguard Total Stock Market ETF by 5.2% in the first quarter. Cardinal Point Capital Management ULC now owns 611,956 shares of the company’s stock valued at $196,322,000 after purchasing an additional 30,152 shares during the period. Ervin Investment Management LLC increased its position in Vanguard Total Stock Market ETF by 121.5% in the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after acquiring an additional 2,012 shares during the period. Serenus Wealth Advisors LLC raised its stake in Vanguard Total Stock Market ETF by 31.7% during the 4th quarter. Serenus Wealth Advisors LLC now owns 33,831 shares of the company’s stock valued at $11,343,000 after acquiring an additional 8,144 shares during the last quarter. Rolek Wealth Management LLC lifted its position in Vanguard Total Stock Market ETF by 7.5% during the 4th quarter. Rolek Wealth Management LLC now owns 25,652 shares of the company’s stock worth $8,600,000 after acquiring an additional 1,799 shares during the period. Finally, Diversified Management Inc. purchased a new position in shares of Vanguard Total Stock Market ETF in the 4th quarter valued at approximately $5,067,000. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI opened at $369.61 on Wednesday. The stock has a market capitalization of $662.56 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1 year low of $304.00 and a 1 year high of $374.70. The company’s fifty day moving average is $365.37 and its two-hundred day moving average is $346.65.

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. 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.