Compound Planning Inc. lessened its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 76,942 shares of the ETF’s stock after selling 3,634 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 0.8% of Compound Planning Inc.’s holdings, making the stock its 29th biggest position. Compound Planning Inc.’s holdings in Vanguard Total Stock Market ETF were worth $24,684,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently made changes to their positions in VTI. Finward Bancorp lifted its holdings in shares of Vanguard Total Stock Market ETF by 3.7% during the 4th quarter. Finward Bancorp now owns 841 shares of the ETF’s stock valued at $282,000 after acquiring an additional 30 shares in the last quarter. Boyum Wealth Architects LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 0.3% in the fourth quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the ETF’s stock worth $3,969,000 after acquiring an additional 30 shares in the last quarter. Financial Perspectives Inc lifted its stake in shares of Vanguard Total Stock Market ETF by 1.3% in the fourth quarter. Financial Perspectives Inc now owns 2,387 shares of the ETF’s stock worth $800,000 after acquiring an additional 30 shares in the last quarter. Van Hulzen Asset Management LLC boosted its holdings in Vanguard Total Stock Market ETF by 1.1% in the fourth quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the ETF’s stock valued at $922,000 after purchasing an additional 30 shares during the last quarter. Finally, Alteri Wealth LLC raised its position in shares of Vanguard Total Stock Market ETF by 2.7% in the 4th quarter. Alteri Wealth LLC now owns 1,132 shares of the ETF’s stock valued at $380,000 after purchasing an additional 30 shares in the last quarter. Institutional investors and hedge funds own 28.92% of the company’s stock.
Vanguard Total Stock Market ETF Stock Performance
VTI stock opened at $364.69 on Friday. Vanguard Total Stock Market ETF has a 1 year low of $304.40 and a 1 year high of $374.70. The stock has a market capitalization of $653.74 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. The stock’s fifty day moving average is $367.86 and its two-hundred day moving average is $349.36.
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.
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