Forbes Financial Planning Inc. Reduces Holdings in Vanguard Total Stock Market ETF $VTI

by · The Cerbat Gem

Forbes Financial Planning Inc. trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 29.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,833 shares of the company’s stock after selling 8,652 shares during the period. Vanguard Total Stock Market ETF accounts for about 4.1% of Forbes Financial Planning Inc.’s investment portfolio, making the stock its 14th biggest holding. Forbes Financial Planning Inc.’s holdings in Vanguard Total Stock Market ETF were worth $6,985,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Valmark Advisers Inc. lifted its position in shares of Vanguard Total Stock Market ETF by 2.4% in the 4th quarter. Valmark Advisers Inc. now owns 128,244 shares of the company’s stock worth $42,996,000 after purchasing an additional 3,002 shares during the period. Luminvest Wealth Management LLC lifted its position in shares of Vanguard Total Stock Market ETF by 8.0% in the 4th quarter. Luminvest Wealth Management LLC now owns 280,640 shares of the company’s stock worth $94,090,000 after purchasing an additional 20,736 shares during the period. Annex Advisory Services LLC lifted its position in Vanguard Total Stock Market ETF by 0.8% during the 4th quarter. Annex Advisory Services LLC now owns 123,140 shares of the company’s stock valued at $41,285,000 after acquiring an additional 955 shares during the period. Tribridge Partners Financial LLC lifted its position in Vanguard Total Stock Market ETF by 6.3% during the 4th quarter. Tribridge Partners Financial LLC now owns 1,235 shares of the company’s stock valued at $414,000 after acquiring an additional 73 shares during the period. Finally, San Luis Wealth Advisors LLC lifted its position in Vanguard Total Stock Market ETF by 9.5% during the 4th quarter. San Luis Wealth Advisors LLC now owns 3,159 shares of the company’s stock valued at $1,059,000 after acquiring an additional 275 shares during the period. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Price Performance

Shares of NYSEARCA VTI opened at $342.65 on Wednesday. Vanguard Total Stock Market ETF has a 1 year low of $249.94 and a 1 year high of $344.42. The stock has a market cap of $598.68 billion, a P/E ratio of 24.26 and a beta of 1.01. The firm has a 50-day moving average of $332.23 and a 200 day moving average of $333.85.

Vanguard Total Stock Market ETF Profile

(Free Report)

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.

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