Vanguard Total Stock Market ETF $VTI is Next Level Wealth Planning LLC’s 4th Largest Position

Next Level Wealth Planning LLC grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,624 shares of the company’s stock after buying an additional 2,340 shares during the quarter. Vanguard Total Stock Market ETF accounts for 8.9% of Next Level Wealth Planning LLC’s holdings, making the stock its 4th largest holding. Next Level Wealth Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $13,867,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of VTI. Mackenzie Financial Corp increased its stake in Vanguard Total Stock Market ETF by 18.6% during the 1st quarter. Mackenzie Financial Corp now owns 28,537 shares of the company’s stock worth $7,843,000 after buying an additional 4,470 shares during the period. Chris Bulman Inc purchased a new stake in shares of Vanguard Total Stock Market ETF during the second quarter worth $279,000. WealthNavi Inc. raised its position in Vanguard Total Stock Market ETF by 7.8% in the 2nd quarter. WealthNavi Inc. now owns 12,352,859 shares of the company’s stock valued at $3,754,404,000 after purchasing an additional 895,647 shares in the last quarter. S.A. Mason LLC boosted its stake in shares of Vanguard Total Stock Market ETF by 0.3% in the 1st quarter. S.A. Mason LLC now owns 26,107 shares of the company’s stock valued at $7,175,000 after buying an additional 79 shares during the period. Finally, IMPACTfolio LLC boosted its stake in shares of Vanguard Total Stock Market ETF by 14.5% in the 1st quarter. IMPACTfolio LLC now owns 3,205 shares of the company’s stock valued at $881,000 after buying an additional 407 shares during the period. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

VTI stock opened at $329.97 on Monday. The company’s 50 day moving average price is $319.50 and its 200 day moving average price is $297.73. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $331.74. The firm has a market capitalization of $547.29 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02.

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.