Holistic Planning LLC Has $1.37 Million Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Holistic Planning LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 21.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 4,977 shares of the company’s stock after acquiring an additional 880 shares during the quarter. Holistic Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $1,368,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Investment Advisory Services Inc. TX ADV increased its stake in shares of Vanguard Total Stock Market ETF by 2.0% in the 1st quarter. Investment Advisory Services Inc. TX ADV now owns 9,300 shares of the company’s stock valued at $2,556,000 after acquiring an additional 184 shares in the last quarter. Bank of Stockton boosted its stake in Vanguard Total Stock Market ETF by 5.2% during the first quarter. Bank of Stockton now owns 6,698 shares of the company’s stock worth $1,841,000 after acquiring an additional 332 shares in the last quarter. Family CFO Inc grew its holdings in Vanguard Total Stock Market ETF by 1.6% in the first quarter. Family CFO Inc now owns 151,734 shares of the company’s stock worth $41,703,000 after purchasing an additional 2,389 shares during the period. Atala Financial Inc increased its stake in Vanguard Total Stock Market ETF by 6.8% in the first quarter. Atala Financial Inc now owns 21,149 shares of the company’s stock valued at $5,816,000 after purchasing an additional 1,355 shares in the last quarter. Finally, GenTrust LLC increased its stake in Vanguard Total Stock Market ETF by 1.3% in the first quarter. GenTrust LLC now owns 109,319 shares of the company’s stock valued at $30,045,000 after purchasing an additional 1,418 shares in the last quarter. 28.92% of the stock is currently owned by institutional investors.

Vanguard Total Stock Market ETF Price Performance

Shares of VTI opened at $301.94 on Friday. Vanguard Total Stock Market ETF has a one year low of $236.42 and a one year high of $303.39. The company has a market cap of $494.41 billion, a PE ratio of 24.26 and a beta of 1.02. The stock has a 50-day moving average of $285.56 and a 200-day moving average of $286.39.

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.