Donalies Financial Planning LLC Makes New $4.45 Million Investment in Vanguard Total Stock Market ETF $VTI

Donalies Financial Planning LLC purchased a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 13,273 shares of the company’s stock, valued at approximately $4,450,000. Vanguard Total Stock Market ETF accounts for 3.8% of Donalies Financial Planning LLC’s investment portfolio, making the stock its 5th biggest position.

Other large investors also recently bought and sold shares of the company. Core Wealth Advisors LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth about $30,000. Hilton Head Capital Partners LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth about $31,000. Wealth Watch Advisors INC acquired a new position in shares of Vanguard Total Stock Market ETF during the 3rd quarter worth about $31,000. Basepoint Wealth LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the 4th quarter worth about $32,000. Finally, Strategic Wealth Investment Group LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the 2nd quarter worth about $33,000. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

NYSEARCA:VTI opened at $370.37 on Wednesday. The stock has a 50-day simple moving average of $357.68 and a 200-day simple moving average of $343.32. The stock has a market cap of $647.11 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1 year low of $291.97 and a 1 year high of $374.70.

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. 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.