Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Compass Planning Associates Inc’s 5th Largest Position

Compass Planning Associates Inc raised its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 62.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,050 shares of the company’s stock after purchasing an additional 7,702 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 5.6% of Compass Planning Associates Inc’s investment portfolio, making the stock its 5th largest holding. Compass Planning Associates Inc’s holdings in Vanguard Total Stock Market ETF were worth $5,511,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Capital & Planning LLC grew its stake in Vanguard Total Stock Market ETF by 163.2% during the 4th quarter. Capital & Planning LLC now owns 5,472 shares of the company’s stock valued at $1,586,000 after purchasing an additional 3,393 shares during the last quarter. Ironwood Wealth Management LLC. increased its holdings in Vanguard Total Stock Market ETF by 4.8% in the 4th quarter. Ironwood Wealth Management LLC. now owns 30,365 shares of the company’s stock worth $8,800,000 after buying an additional 1,388 shares during the period. Brighton Jones LLC raised its position in Vanguard Total Stock Market ETF by 20.8% during the 4th quarter. Brighton Jones LLC now owns 315,164 shares of the company’s stock worth $91,338,000 after buying an additional 54,372 shares during the last quarter. Heck Capital Advisors LLC purchased a new position in Vanguard Total Stock Market ETF during the 4th quarter worth approximately $150,448,000. Finally, GHP Investment Advisors Inc. lifted its stake in Vanguard Total Stock Market ETF by 20.8% during the 4th quarter. GHP Investment Advisors Inc. now owns 3,397 shares of the company’s stock valued at $984,000 after acquiring an additional 585 shares during the period.

Vanguard Total Stock Market ETF Price Performance

VTI stock opened at $295.12 on Friday. The company has a market capitalization of $2.45 trillion, a P/E ratio of 24.99 and a beta of 1.03. Vanguard Total Stock Market ETF has a 12 month low of $236.42 and a 12 month high of $303.39. The firm’s fifty day simple moving average is $275.12 and its 200-day simple moving average is $286.61.

About Vanguard Total Stock Market ETF

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.