Compound Planning Inc. Has $27.02 Million Stake in Vanguard Total Stock Market ETF $VTI

Compound Planning Inc. lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 80,576 shares of the company’s stock after buying an additional 1,772 shares during the period. Vanguard Total Stock Market ETF accounts for about 0.8% of Compound Planning Inc.’s investment portfolio, making the stock its 29th biggest holding. Compound Planning Inc.’s holdings in Vanguard Total Stock Market ETF were worth $27,015,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Heck Capital Advisors LLC acquired a new stake in Vanguard Total Stock Market ETF in the fourth quarter worth $150,448,000. Peapack Gladstone Financial Corp increased its stake in Vanguard Total Stock Market ETF by 0.6% in the second quarter. Peapack Gladstone Financial Corp now owns 9,863 shares of the company’s stock valued at $2,998,000 after purchasing an additional 56 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of Vanguard Total Stock Market ETF by 17.5% during the second quarter. Alliancebernstein L.P. now owns 238,003 shares of the company’s stock valued at $72,336,000 after purchasing an additional 35,409 shares during the period. Darwin Wealth Management LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the second quarter valued at about $243,000. Finally, Ausdal Financial Partners Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 8.1% during the 2nd quarter. Ausdal Financial Partners Inc. now owns 22,487 shares of the company’s stock worth $6,834,000 after purchasing an additional 1,680 shares in the last quarter. Institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

VTI stock opened at $369.99 on Friday. The company’s 50-day moving average is $359.38 and its 200-day moving average is $343.77. The stock has a market capitalization of $646.45 billion, a PE ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1 year low of $291.97 and a 1 year 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.