Vanguard Total Stock Market ETF $VTI is Essential Planning LLC.’s 3rd Largest Position

Essential Planning LLC. lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 9.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 63,036 shares of the company’s stock after buying an additional 5,240 shares during the quarter. Vanguard Total Stock Market ETF makes up about 6.7% of Essential Planning LLC.’s holdings, making the stock its 3rd largest position. Essential Planning LLC.’s holdings in Vanguard Total Stock Market ETF were worth $21,134,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Gould Asset Management LLC CA increased its holdings in Vanguard Total Stock Market ETF by 2.6% during the 3rd quarter. Gould Asset Management LLC CA now owns 1,185 shares of the company’s stock valued at $389,000 after acquiring an additional 30 shares in the last quarter. Abbot Financial Management Inc. lifted its holdings in shares of Vanguard Total Stock Market ETF by 2.1% in the third quarter. Abbot Financial Management Inc. now owns 1,436 shares of the company’s stock valued at $471,000 after purchasing an additional 30 shares in the last quarter. 4J Wealth Management LLC lifted its holdings in shares of Vanguard Total Stock Market ETF by 1.5% in the third quarter. 4J Wealth Management LLC now owns 2,057 shares of the company’s stock valued at $675,000 after purchasing an additional 31 shares in the last quarter. Aldebaran Financial Inc. grew its position in shares of Vanguard Total Stock Market ETF by 1.0% in the second quarter. Aldebaran Financial Inc. now owns 3,103 shares of the company’s stock valued at $943,000 after purchasing an additional 32 shares during the last quarter. Finally, Stenger Family Office LLC grew its position in shares of Vanguard Total Stock Market ETF by 1.3% in the third quarter. Stenger Family Office LLC now owns 2,486 shares of the company’s stock valued at $839,000 after purchasing an additional 32 shares during the last quarter. 28.92% of the stock is currently owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Price Performance

Shares of VTI opened at $320.81 on Wednesday. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $344.42. The stock has a market cap of $546.30 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. The firm has a 50 day simple moving average of $334.37 and a 200-day simple moving average of $333.59.

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. 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.