Next Level Wealth Planning LLC Takes $12.01 Million Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Next Level Wealth Planning LLC purchased a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 41,422 shares of the company’s stock, valued at approximately $12,005,000. Vanguard Total Stock Market ETF accounts for about 9.4% of Next Level Wealth Planning LLC’s holdings, making the stock its 3rd largest position.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Channel Wealth LLC boosted its position in shares of Vanguard Total Stock Market ETF by 1.2% during the 4th quarter. Channel Wealth LLC now owns 2,944 shares of the company’s stock valued at $853,000 after purchasing an additional 35 shares in the last quarter. Grove Bank & Trust boosted its position in shares of Vanguard Total Stock Market ETF by 0.8% during the 4th quarter. Grove Bank & Trust now owns 4,581 shares of the company’s stock valued at $1,328,000 after purchasing an additional 35 shares in the last quarter. Greenwood Capital Associates LLC boosted its position in shares of Vanguard Total Stock Market ETF by 1.3% during the 4th quarter. Greenwood Capital Associates LLC now owns 2,671 shares of the company’s stock valued at $774,000 after purchasing an additional 35 shares in the last quarter. Yoder Wealth Management Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 0.9% during the 3rd quarter. Yoder Wealth Management Inc. now owns 4,261 shares of the company’s stock valued at $1,207,000 after purchasing an additional 36 shares in the last quarter. Finally, FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its position in shares of Vanguard Total Stock Market ETF by 0.6% during the 4th quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 6,541 shares of the company’s stock valued at $1,896,000 after purchasing an additional 36 shares in the last quarter.

Vanguard Total Stock Market ETF Price Performance

Shares of Vanguard Total Stock Market ETF stock opened at $301.84 on Friday. Vanguard Total Stock Market ETF has a one year low of $244.57 and a one year high of $302.95. The stock’s 50-day moving average is $296.28 and its 200 day moving average is $287.04. The firm has a market cap of $452.76 billion, a price-to-earnings ratio of 23.62 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.