BWM Planning LLC Has $27.43 Million Holdings in Vanguard Total Stock Market ETF $VTI

BWM Planning LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 12.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 90,259 shares of the company’s stock after purchasing an additional 9,732 shares during the quarter. Vanguard Total Stock Market ETF makes up approximately 9.5% of BWM Planning LLC’s portfolio, making the stock its biggest holding. BWM Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $27,432,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of VTI. Heck Capital Advisors LLC purchased a new stake in Vanguard Total Stock Market ETF during the fourth quarter valued at about $150,448,000. GW&K Investment Management LLC raised its position in shares of Vanguard Total Stock Market ETF by 273.7% in the first quarter. GW&K Investment Management LLC now owns 1,973 shares of the company’s stock valued at $543,000 after purchasing an additional 1,445 shares during the period. SYM FINANCIAL Corp lifted its stake in shares of Vanguard Total Stock Market ETF by 7.5% during the 1st quarter. SYM FINANCIAL Corp now owns 254,948 shares of the company’s stock valued at $70,070,000 after buying an additional 17,848 shares in the last quarter. Venturi Wealth Management LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 60.9% during the 1st quarter. Venturi Wealth Management LLC now owns 3,953 shares of the company’s stock valued at $1,087,000 after buying an additional 1,496 shares in the last quarter. Finally, Auto Owners Insurance Co boosted its holdings in Vanguard Total Stock Market ETF by 2,201.4% in the 1st quarter. Auto Owners Insurance Co now owns 842,316 shares of the company’s stock worth $231,502,000 after buying an additional 805,716 shares during the period. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Price Performance

Shares of VTI stock opened at $325.28 on Thursday. The stock has a market capitalization of $542.47 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. The company’s fifty day simple moving average is $329.67 and its two-hundred day simple moving average is $312.55. Vanguard Total Stock Market ETF has a 1 year low of $236.42 and a 1 year high of $339.06.

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.