Level Wealth Management LLC Raises Stock Position in Vanguard Total Stock Market ETF $VTI

Level Wealth Management LLC increased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,660 shares of the company’s stock after buying an additional 7,308 shares during the period. Vanguard Total Stock Market ETF accounts for about 26.7% of Level Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Level Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $50,755,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Heck Capital Advisors LLC acquired a new position in Vanguard Total Stock Market ETF in the fourth quarter valued at about $150,448,000. Great Lakes Advisors LLC increased its stake in shares of Vanguard Total Stock Market ETF by 245.1% in the 1st quarter. Great Lakes Advisors LLC now owns 7,236 shares of the company’s stock valued at $1,989,000 after acquiring an additional 5,139 shares during the last quarter. Empowered Funds LLC raised its position in shares of Vanguard Total Stock Market ETF by 98.8% in the 1st quarter. Empowered Funds LLC now owns 39,054 shares of the company’s stock valued at $10,734,000 after acquiring an additional 19,414 shares during the period. SageView Advisory Group LLC boosted its stake in Vanguard Total Stock Market ETF by 5.4% during the 1st quarter. SageView Advisory Group LLC now owns 51,051 shares of the company’s stock worth $14,031,000 after acquiring an additional 2,611 shares during the last quarter. Finally, Aspen Investment Management Inc acquired a new position in Vanguard Total Stock Market ETF during the first quarter valued at approximately $733,000. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA:VTI opened at $340.05 on Thursday. The company has a 50 day moving average price of $334.38 and a two-hundred day moving average price of $323.80. The company has a market capitalization of $579.07 billion, a PE ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 52 week low of $236.42 and a 52 week high of $342.08.

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. 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.