Vanguard Total Stock Market ETF $VTI Stock Position Boosted by BWM Planning LLC

BWM Planning LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 10.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 110,860 shares of the company’s stock after buying an additional 10,895 shares during the period. Vanguard Total Stock Market ETF comprises about 9.9% of BWM Planning LLC’s holdings, making the stock its largest position. BWM Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $37,168,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. CWM LLC increased its stake in 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 purchasing an additional 70,544 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Vanguard Total Stock Market ETF by 40.8% during the 3rd 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 buying an additional 25,715 shares during the last quarter. BIP Wealth LLC lifted its position in shares of Vanguard Total Stock Market ETF by 5.5% during the 3rd quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock worth $106,767,000 after buying an additional 16,994 shares during the last quarter. CNB Bank boosted its holdings 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 buying an additional 2,399 shares in the last quarter. Finally, Frazier Financial Advisors LLC grew its position in shares of Vanguard Total Stock Market ETF by 16.0% in the 3rd quarter. Frazier Financial Advisors LLC now owns 39,001 shares of the company’s stock valued at $12,799,000 after buying an additional 5,392 shares during the last quarter. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA VTI opened at $313.09 on Friday. The firm’s fifty day moving average price is $335.26 and its 200 day moving average price is $333.54. Vanguard Total Stock Market ETF has a 12 month low of $236.42 and a 12 month high of $344.42. The company has a market capitalization of $533.16 billion, a price-to-earnings 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.