Vanguard Total Stock Market ETF $VTI is Briaud Financial Planning Inc’s Largest Position

Briaud Financial Planning Inc raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 62.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 550,273 shares of the company’s stock after acquiring an additional 210,827 shares during the period. Vanguard Total Stock Market ETF accounts for about 45.4% of Briaud Financial Planning Inc’s holdings, making the stock its biggest position. Briaud Financial Planning Inc’s holdings in Vanguard Total Stock Market ETF were worth $184,490,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in VTI. Gould Asset Management LLC CA lifted its position in Vanguard Total Stock Market ETF by 2.6% during the third quarter. Gould Asset Management LLC CA now owns 1,185 shares of the company’s stock worth $389,000 after buying an additional 30 shares during the period. Abbot Financial Management Inc. boosted its stake in Vanguard Total Stock Market ETF by 2.1% in the 3rd quarter. Abbot Financial Management Inc. now owns 1,436 shares of the company’s stock worth $471,000 after buying an additional 30 shares during the last quarter. Finward Bancorp grew its holdings in Vanguard Total Stock Market ETF by 3.7% in the 4th quarter. Finward Bancorp now owns 841 shares of the company’s stock valued at $282,000 after buying an additional 30 shares during the period. Boyum Wealth Architects LLC grew its holdings in Vanguard Total Stock Market ETF by 0.3% in the 4th quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the company’s stock valued at $3,969,000 after buying an additional 30 shares during the period. Finally, Financial Perspectives Inc increased its stake in shares of Vanguard Total Stock Market ETF by 1.3% during the 4th quarter. Financial Perspectives Inc now owns 2,387 shares of the company’s stock valued at $800,000 after acquiring an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

Shares of VTI stock opened at $349.80 on Friday. The firm has a market cap of $611.17 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1-year low of $263.39 and a 1-year high of $351.74. The firm’s 50-day simple moving average is $333.54 and its 200-day simple moving average is $334.75.

Vanguard Total Stock Market ETF 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.