Shepherd Street Advisors LLC Makes New $4.20 Million Investment in Vanguard Total Stock Market ETF $VTI

Shepherd Street Advisors LLC purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 12,515 shares of the company’s stock, valued at approximately $4,196,000. Vanguard Total Stock Market ETF accounts for approximately 4.0% of Shepherd Street Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. CIBC Asset Management Inc boosted its stake in Vanguard Total Stock Market ETF by 1.8% in the 4th quarter. CIBC Asset Management Inc now owns 13,931 shares of the company’s stock worth $4,571,000 after purchasing an additional 247 shares during the period. Marble Wealth LLC bought a new position in Vanguard Total Stock Market ETF in the 4th quarter worth approximately $2,174,000. Wrenne Financial Planning LLC boosted its position in shares of Vanguard Total Stock Market ETF by 3.5% during the 4th quarter. Wrenne Financial Planning LLC now owns 156,885 shares of the company’s stock valued at $52,599,000 after acquiring an additional 5,254 shares during the last quarter. Arcadia Wealth Management Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 7.4% during the 4th quarter. Arcadia Wealth Management Inc. now owns 6,892 shares of the company’s stock valued at $2,311,000 after acquiring an additional 474 shares during the last quarter. Finally, Bridges Investment Management Inc. boosted its position in shares of Vanguard Total Stock Market ETF by 58.4% during the 4th quarter. Bridges Investment Management Inc. now owns 8,499 shares of the company’s stock valued at $2,849,000 after acquiring an additional 3,135 shares during the last quarter. 28.92% of the stock is currently owned by institutional investors.

Vanguard Total Stock Market ETF Stock Performance

NYSEARCA VTI opened at $374.36 on Wednesday. The company has a market capitalization of $654.09 billion, a P/E ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a one year low of $291.02 and a one year high of $374.70. The stock has a 50 day moving average price of $347.41 and a 200-day moving average price of $340.28.

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.