WealthPLAN Partners LLC Sells 5,386 Shares of Vanguard Total Stock Market ETF $VTI

WealthPLAN Partners LLC decreased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 15.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,125 shares of the company’s stock after selling 5,386 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 1.8% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 8th largest position. WealthPLAN Partners LLC’s holdings in Vanguard Total Stock Market ETF were worth $9,344,000 at the end of the most recent quarter.

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

Vanguard Total Stock Market ETF Stock Performance

NYSEARCA:VTI opened at $369.61 on Wednesday. The stock has a market capitalization of $662.56 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a fifty-two week low of $304.00 and a fifty-two week high of $374.70. The company has a 50 day moving average price of $365.37 and a 200 day moving average price of $346.65.

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.