Vanguard Total Stock Market ETF $VTI Shares Purchased by BWM Planning LLC

BWM Planning LLC increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 10.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 110,860 shares of the company’s stock after buying an additional 10,895 shares during the quarter. Vanguard Total Stock Market ETF comprises 9.9% of BWM Planning LLC’s investment portfolio, making the stock its biggest holding. 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 added to or reduced their stakes in the company. CWM LLC boosted its stake in 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 purchasing an additional 70,544 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in 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 purchasing an additional 25,715 shares during the last quarter. BIP Wealth LLC increased its stake in 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 valued at $106,767,000 after purchasing an additional 16,994 shares during the period. CNB Bank raised its holdings in shares of Vanguard Total Stock Market ETF by 40.6% in the third 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 during the last quarter. Finally, Frazier Financial Advisors LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 16.0% in the third 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. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI opened at $313.09 on Friday. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $344.42. The firm has a 50-day simple moving average of $335.26 and a 200-day simple moving average of $333.54. The company has a market capitalization of $533.16 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02.

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.