Donalies Financial Planning LLC Makes New Investment in Vanguard Total Stock Market ETF $VTI

Donalies Financial Planning LLC bought a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 13,273 shares of the company’s stock, valued at approximately $4,450,000. Vanguard Total Stock Market ETF makes up 3.8% of Donalies Financial Planning LLC’s holdings, making the stock its 5th largest position.

A number of other large investors have also modified their holdings of VTI. Core Wealth Advisors LLC purchased a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth approximately $30,000. Hilton Head Capital Partners LLC purchased a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth approximately $31,000. Wealth Watch Advisors INC purchased a new position in shares of Vanguard Total Stock Market ETF during the 3rd quarter worth approximately $31,000. Basepoint Wealth LLC purchased a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth approximately $32,000. Finally, Strategic Wealth Investment Group LLC purchased a new position in shares of Vanguard Total Stock Market ETF during the 2nd quarter worth approximately $33,000. 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 $370.37 on Wednesday. Vanguard Total Stock Market ETF has a 1-year low of $291.97 and a 1-year high of $374.70. The company has a market capitalization of $647.11 billion, a P/E ratio of 24.26 and a beta of 1.01. The business has a 50 day moving average price of $357.68 and a 200 day moving average price of $343.32.

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.