Capital & Planning LLC Trims Stock Holdings in Vanguard Total Stock Market ETF $VTI

Capital & Planning LLC lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,905 shares of the company’s stock after selling 164 shares during the period. Capital & Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $1,495,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Heck Capital Advisors LLC purchased a new stake in shares of Vanguard Total Stock Market ETF in the fourth quarter worth about $150,448,000. Foster Group Inc. increased its holdings in Vanguard Total Stock Market ETF by 1.7% during the 1st quarter. Foster Group Inc. now owns 1,274,391 shares of the company’s stock worth $350,254,000 after acquiring an additional 20,698 shares during the period. Edge Wealth Management LLC purchased a new stake in Vanguard Total Stock Market ETF in the 1st quarter worth approximately $231,000. Ullmann Wealth Partners Group LLC boosted its holdings in Vanguard Total Stock Market ETF by 2.8% in the 1st quarter. Ullmann Wealth Partners Group LLC now owns 2,622 shares of the company’s stock valued at $721,000 after purchasing an additional 72 shares during the period. Finally, Riverview Trust Co boosted its holdings in Vanguard Total Stock Market ETF by 57.9% in the 1st quarter. Riverview Trust Co now owns 4,743 shares of the company’s stock valued at $1,304,000 after purchasing an additional 1,739 shares during the period. 28.92% of the stock is currently owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Vanguard Total Stock Market ETF stock opened at $329.97 on Friday. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $331.74. The stock has a market cap of $547.29 billion, a P/E ratio of 24.26 and a beta of 1.02. The firm’s fifty day moving average price is $319.50 and its 200-day moving average price is $297.47.

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.