Xena Financial Planning LLC Acquires Shares of 7,716 Vanguard Total Stock Market ETF $VTI

Xena Financial Planning LLC bought a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 7,716 shares of the company’s stock, valued at approximately $2,587,000. Vanguard Total Stock Market ETF makes up about 3.0% of Xena Financial Planning LLC’s holdings, making the stock its 11th biggest holding.

A number of other institutional investors also recently modified their holdings of VTI. Evolution Wealth Management Inc. bought a new position in shares of Vanguard Total Stock Market ETF in the 2nd quarter valued at approximately $29,000. Wealth Watch Advisors INC bought a new stake in Vanguard Total Stock Market ETF during the third quarter worth approximately $31,000. Strategic Wealth Investment Group LLC acquired a new position in Vanguard Total Stock Market ETF during the second quarter valued at approximately $33,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Vanguard Total Stock Market ETF in the third quarter valued at approximately $50,000. Finally, Clear Investment Research LLC bought a new position in shares of Vanguard Total Stock Market ETF in the third quarter valued at approximately $51,000. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 2.9%

Shares of Vanguard Total Stock Market ETF stock opened at $320.81 on Wednesday. The firm has a fifty day simple moving average of $334.37 and a 200-day simple moving average of $333.59. The stock has a market capitalization of $546.30 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 1-year low of $236.42 and a 1-year high of $344.42.

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.