WealthPlan Investment Management LLC Has $60.11 Million Stock Holdings in Vanguard Total Stock Market ETF $VTI

WealthPlan Investment Management LLC lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 6.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 183,158 shares of the company’s stock after purchasing an additional 11,851 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 4.0% of WealthPlan Investment Management LLC’s holdings, making the stock its 2nd biggest position. WealthPlan Investment Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $60,107,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Toth Financial Advisory Corp purchased a new position in Vanguard Total Stock Market ETF in the 2nd quarter worth approximately $27,000. MJT & Associates Financial Advisory Group Inc. raised its stake 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 worth $28,000 after purchasing an additional 58 shares during the last quarter. Evolution Wealth Management Inc. purchased a new position in shares of Vanguard Total Stock Market ETF in the second quarter worth $29,000. Strategic Wealth Investment Group LLC bought a new position in shares of Vanguard Total Stock Market ETF during the second quarter valued at $33,000. Finally, Anfield Capital Management LLC purchased a new stake in shares of Vanguard Total Stock Market ETF during the second quarter valued at $45,000. 28.92% of the stock is currently owned by institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA:VTI opened at $342.34 on Wednesday. The firm has a market cap of $582.97 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. The business has a 50-day simple moving average of $335.00 and a two-hundred day simple moving average of $325.15. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $343.54.

Vanguard Total Stock Market ETF Company 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.