Keener Financial Planning LLC Has $5.81 Million Position in Vanguard Total Stock Market ETF $VTI

Keener Financial Planning LLC lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 20.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,107 shares of the company’s stock after purchasing an additional 3,134 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 2.4% of Keener Financial Planning LLC’s investment portfolio, making the stock its 6th biggest holding. Keener Financial Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $5,808,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VTI. Core Wealth Advisors LLC bought a new stake in shares of Vanguard Total Stock Market ETF in the fourth quarter worth approximately $30,000. Hilton Head Capital Partners LLC bought a new position in Vanguard Total Stock Market ETF during the fourth quarter valued at approximately $31,000. Wealth Watch Advisors INC purchased a new stake in Vanguard Total Stock Market ETF in the third quarter worth approximately $31,000. Basepoint Wealth LLC purchased a new stake in Vanguard Total Stock Market ETF in the fourth quarter worth approximately $32,000. Finally, Torren Management LLC purchased a new stake in Vanguard Total Stock Market ETF in the fourth quarter worth approximately $36,000. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Trading Up 0.3%

NYSEARCA:VTI traded up $1.24 during trading hours on Friday, reaching $372.69. The company had a trading volume of 2,761,395 shares, compared to its average volume of 5,009,340. The firm has a market cap of $668.08 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. The firm’s 50 day moving average price is $366.55 and its 200-day moving average price is $347.33. Vanguard Total Stock Market ETF has a 52 week low of $304.00 and a 52 week high of $374.70.

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.