Peak Retirement Planning Inc. Purchases 3,856 Shares of Vanguard Total Stock Market ETF $VTI

Peak Retirement Planning Inc. grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 28.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,480 shares of the company’s stock after acquiring an additional 3,856 shares during the period. Vanguard Total Stock Market ETF accounts for 1.6% of Peak Retirement Planning Inc.’s portfolio, making the stock its 14th largest holding. Peak Retirement Planning Inc.’s holdings in Vanguard Total Stock Market ETF were worth $5,736,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Heck Capital Advisors LLC bought a new position in Vanguard Total Stock Market ETF in the 4th quarter valued at $150,448,000. QRG Capital Management Inc. increased its stake in shares of Vanguard Total Stock Market ETF by 22.0% in the second quarter. QRG Capital Management Inc. now owns 21,783 shares of the company’s stock valued at $6,621,000 after buying an additional 3,934 shares in the last quarter. OLD National Bancorp IN increased its stake in shares of Vanguard Total Stock Market ETF by 17.2% in the second quarter. OLD National Bancorp IN now owns 16,750 shares of the company’s stock valued at $5,091,000 after buying an additional 2,454 shares in the last quarter. Simplicity Wealth LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 35.7% in the second quarter. Simplicity Wealth LLC now owns 10,272 shares of the company’s stock valued at $3,122,000 after buying an additional 2,705 shares during the last quarter. Finally, Beacon Financial Advisory LLC lifted its position in Vanguard Total Stock Market ETF by 21.5% during the 2nd quarter. Beacon Financial Advisory LLC now owns 1,594 shares of the company’s stock worth $484,000 after buying an additional 282 shares in the last quarter. 28.92% of the stock is owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Up 0.6%

Shares of NYSEARCA:VTI opened at $342.48 on Tuesday. The firm has a market cap of $583.21 billion, a P/E ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 12 month low of $236.42 and a 12 month high of $344.42. The company’s 50-day moving average price is $338.37 and its two-hundred day moving average price is $328.55.

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.