BWM Planning LLC Has $20.30 Million Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

BWM Planning LLC grew its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 16.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 70,031 shares of the company’s stock after buying an additional 9,661 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 8.8% of BWM Planning LLC’s investment portfolio, making the stock its biggest holding. BWM Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $20,296,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VTI. Asset Dedication LLC increased its holdings in Vanguard Total Stock Market ETF by 0.4% during the fourth quarter. Asset Dedication LLC now owns 27,689 shares of the company’s stock worth $8,025,000 after buying an additional 119 shares during the last quarter. Gateway Wealth Partners LLC grew its position in shares of Vanguard Total Stock Market ETF by 3.7% during the 4th quarter. Gateway Wealth Partners LLC now owns 14,530 shares of the company’s stock valued at $4,211,000 after acquiring an additional 514 shares during the period. Capital Investment Counsel LLC increased its stake in shares of Vanguard Total Stock Market ETF by 7.9% during the 4th quarter. Capital Investment Counsel LLC now owns 22,691 shares of the company’s stock worth $6,576,000 after purchasing an additional 1,656 shares during the last quarter. SteelPeak Wealth LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 693.0% in the 4th quarter. SteelPeak Wealth LLC now owns 257,655 shares of the company’s stock worth $74,671,000 after purchasing an additional 225,165 shares during the period. Finally, Southern Style Financial Inc. bought a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter worth approximately $911,000.

Vanguard Total Stock Market ETF Trading Up 0.9 %

Shares of NYSEARCA VTI opened at $299.65 on Wednesday. The stock has a fifty day simple moving average of $296.13 and a two-hundred day simple moving average of $284.77. Vanguard Total Stock Market ETF has a 1-year low of $239.86 and a 1-year high of $302.95. The firm has a market cap of $449.48 billion, a price-to-earnings ratio of 23.62 and a beta of 1.02.

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.