Whelan Financial Has $2.25 Million Stake in Vanguard Total Stock Market ETF $VTI

Whelan Financial raised its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 9.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,392 shares of the company’s stock after purchasing an additional 617 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 0.8% of Whelan Financial’s holdings, making the stock its 16th largest holding. Whelan Financial’s holdings in Vanguard Total Stock Market ETF were worth $2,247,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Wealth Preservation Advisors LLC acquired a new stake in shares of Vanguard Total Stock Market ETF in the first quarter valued at about $26,000. Toth Financial Advisory Corp acquired a new stake in shares of Vanguard Total Stock Market ETF in the second quarter valued at about $27,000. MJT & Associates Financial Advisory Group Inc. increased its position in shares of Vanguard Total Stock Market ETF by 165.7% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 93 shares of the company’s stock valued at $28,000 after acquiring an additional 58 shares during the last quarter. Citizens National Bank Trust Department bought a new position in Vanguard Total Stock Market ETF during the first quarter worth about $34,000. Finally, Knuff & Co LLC bought a new position in Vanguard Total Stock Market ETF during the first quarter worth about $37,000. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Vanguard Total Stock Market ETF stock opened at $329.79 on Friday. Vanguard Total Stock Market ETF has a 52 week low of $236.42 and a 52 week high of $330.36. The stock has a market capitalization of $546.99 billion, a P/E ratio of 24.26 and a beta of 1.02. The stock has a 50-day simple moving average of $319.18 and a 200 day simple moving average of $297.10.

About Vanguard Total Stock Market ETF

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.