Capstone Wealth Management LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 20.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,963 shares of the company’s stock after acquiring an additional 331 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 0.5% of Capstone Wealth Management LLC’s investment portfolio, making the stock its 24th biggest position. Capstone Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $540,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of the business. Capital & Planning LLC boosted its stake in Vanguard Total Stock Market ETF by 163.2% in the fourth quarter. Capital & Planning LLC now owns 5,472 shares of the company’s stock valued at $1,586,000 after acquiring an additional 3,393 shares during the period. Ironwood Wealth Management LLC. boosted its stake in Vanguard Total Stock Market ETF by 4.8% in the fourth quarter. Ironwood Wealth Management LLC. now owns 30,365 shares of the company’s stock valued at $8,800,000 after acquiring an additional 1,388 shares during the period. Brighton Jones LLC boosted its stake in Vanguard Total Stock Market ETF by 20.8% in the fourth quarter. Brighton Jones LLC now owns 315,164 shares of the company’s stock valued at $91,338,000 after acquiring an additional 54,372 shares during the period. Heck Capital Advisors LLC acquired a new position in Vanguard Total Stock Market ETF in the fourth quarter valued at approximately $150,448,000. Finally, Sumitomo Mitsui Trust Group Inc. boosted its stake in Vanguard Total Stock Market ETF by 4.8% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 8,700 shares of the company’s stock valued at $2,521,000 after acquiring an additional 400 shares during the period.
Vanguard Total Stock Market ETF Trading Down 1.2%
Shares of NYSEARCA VTI opened at $293.57 on Friday. The stock has a 50 day simple moving average of $279.06 and a 200-day simple moving average of $286.63. The company has a market cap of $2.43 trillion, a PE 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.
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.
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