Vanguard Total Stock Market ETF $VTI is Compass Planning Associates Inc’s 7th Largest Position

Compass Planning Associates Inc decreased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 41.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,533 shares of the company’s stock after selling 8,219 shares during the quarter. Vanguard Total Stock Market ETF accounts for 3.5% of Compass Planning Associates Inc’s portfolio, making the stock its 7th largest position. Compass Planning Associates Inc’s holdings in Vanguard Total Stock Market ETF were worth $3,785,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. Toth Financial Advisory Corp purchased a new stake in Vanguard Total Stock Market ETF during the 2nd quarter valued at $27,000. MJT & Associates Financial Advisory Group Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 165.7% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 93 shares of the company’s stock valued at $28,000 after buying an additional 58 shares during the last quarter. Evolution Wealth Management Inc. purchased a new stake in shares of Vanguard Total Stock Market ETF during the second quarter valued at $29,000. Strategic Wealth Investment Group LLC bought a new stake in Vanguard Total Stock Market ETF in the 2nd quarter worth about $33,000. Finally, HFM Investment Advisors LLC purchased a new position in Vanguard Total Stock Market ETF in the 1st quarter worth about $37,000. 28.92% of the stock is currently owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Stock Up 0.7%

Shares of NYSEARCA VTI opened at $341.21 on Wednesday. The firm’s 50-day moving average price is $334.33 and its 200-day moving average price is $323.69. Vanguard Total Stock Market ETF has a 52-week low of $236.42 and a 52-week high of $341.39. The company has a market cap of $575.61 billion, a PE ratio of 24.26 and a beta of 1.02.

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. 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.