WealthPlan Investment Management LLC Lowers Stake in Vanguard Total Stock Market ETF $VTI

WealthPlan Investment Management LLC cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 176,127 shares of the company’s stock after selling 7,031 shares during the period. Vanguard Total Stock Market ETF makes up 3.7% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 2nd largest position. WealthPlan Investment Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $59,050,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Gould Asset Management LLC CA raised its position in shares of Vanguard Total Stock Market ETF by 2.6% in the third quarter. Gould Asset Management LLC CA now owns 1,185 shares of the company’s stock worth $389,000 after acquiring an additional 30 shares during the period. Abbot Financial Management Inc. raised its position 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 worth $471,000 after acquiring an additional 30 shares during the period. Finward Bancorp raised its position in shares of Vanguard Total Stock Market ETF by 3.7% in the fourth quarter. Finward Bancorp now owns 841 shares of the company’s stock worth $282,000 after acquiring an additional 30 shares during the period. Boyum Wealth Architects LLC raised its position in shares of Vanguard Total Stock Market ETF by 0.3% in the fourth quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the company’s stock worth $3,969,000 after acquiring an additional 30 shares during the period. Finally, Financial Perspectives Inc raised its position in shares of Vanguard Total Stock Market ETF by 1.3% in the fourth quarter. Financial Perspectives Inc now owns 2,387 shares of the company’s stock worth $800,000 after acquiring an additional 30 shares during the period. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of Vanguard Total Stock Market ETF stock opened at $362.74 on Friday. The firm has a 50-day simple moving average of $339.25 and a two-hundred day simple moving average of $337.70. The company has a market cap of $633.78 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a fifty-two week low of $283.00 and a fifty-two week high of $368.25.

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. 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.