Barrett & Company Inc. Grows Position in Vanguard Total Stock Market ETF $VTI

Barrett & Company Inc. raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 91,100 shares of the company’s stock after purchasing an additional 4,775 shares during the period. Vanguard Total Stock Market ETF makes up about 10.2% of Barrett & Company Inc.’s portfolio, making the stock its largest holding. Barrett & Company Inc.’s holdings in Vanguard Total Stock Market ETF were worth $29,896,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in VTI. CWM LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 48.5% during the 3rd quarter. CWM LLC now owns 215,943 shares of the company’s stock worth $70,866,000 after buying an additional 70,544 shares in the last quarter. Foundation Wealth Management LLC PA raised its stake in Vanguard Total Stock Market ETF by 15.0% during the second quarter. Foundation Wealth Management LLC PA now owns 63,693 shares of the company’s stock worth $19,358,000 after acquiring an additional 8,315 shares in the last quarter. WealthNavi Inc. lifted its holdings in shares of Vanguard Total Stock Market ETF by 7.8% in the second quarter. WealthNavi Inc. now owns 12,352,859 shares of the company’s stock worth $3,754,404,000 after acquiring an additional 895,647 shares during the last quarter. BIP Wealth LLC lifted its holdings in shares of Vanguard Total Stock Market ETF by 5.5% in the third quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock worth $106,767,000 after acquiring an additional 16,994 shares during the last quarter. Finally, CNB Bank boosted its stake in shares of Vanguard Total Stock Market ETF by 40.6% in the 3rd quarter. CNB Bank now owns 8,307 shares of the company’s stock valued at $2,726,000 after purchasing an additional 2,399 shares in the last quarter. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Down 0.1%

VTI opened at $340.56 on Friday. The company has a market cap of $579.94 billion, a P/E ratio of 24.26 and a beta of 1.02. The company’s 50 day moving average is $336.26 and its 200-day moving average is $326.95. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $343.67.

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.