Compound Planning Inc. Grows Holdings in Vanguard Total Stock Market ETF $VTI

Compound Planning Inc. lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 117.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 78,804 shares of the company’s stock after acquiring an additional 42,562 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 0.8% of Compound Planning Inc.’s investment portfolio, making the stock its 26th biggest holding. Compound Planning Inc.’s holdings in Vanguard Total Stock Market ETF were worth $25,861,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. CWM LLC lifted its position in shares of Vanguard Total Stock Market ETF by 48.5% in the third quarter. CWM LLC now owns 215,943 shares of the company’s stock valued at $70,866,000 after acquiring an additional 70,544 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Vanguard Total Stock Market ETF by 40.8% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock worth $29,130,000 after purchasing an additional 25,715 shares in the last quarter. BIP Wealth LLC raised its stake in Vanguard Total Stock Market ETF by 5.5% in the 3rd quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock valued at $106,767,000 after purchasing an additional 16,994 shares during the last quarter. CNB Bank lifted its holdings in 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. Finally, Frazier Financial Advisors LLC boosted its stake in Vanguard Total Stock Market ETF by 16.0% during the 3rd quarter. Frazier Financial Advisors LLC now owns 39,001 shares of the company’s stock worth $12,799,000 after purchasing an additional 5,392 shares during the last quarter. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Down 1.1%

Vanguard Total Stock Market ETF stock opened at $336.46 on Tuesday. The company has a fifty day simple moving average of $339.13 and a 200-day simple moving average of $331.47. The firm has a market capitalization of $572.95 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 52-week low of $236.42 and a 52-week high of $344.42.

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.