Whipplewood Advisors LLC Trims Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Whipplewood Advisors LLC lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 20.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 211 shares of the company’s stock after selling 53 shares during the period. Whipplewood Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $58,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Capital & Planning LLC grew its position in shares of Vanguard Total Stock Market ETF by 163.2% during the 4th quarter. Capital & Planning LLC now owns 5,472 shares of the company’s stock valued at $1,586,000 after purchasing an additional 3,393 shares in the last quarter. Ironwood Wealth Management LLC. grew its position in Vanguard Total Stock Market ETF by 4.8% during the fourth quarter. Ironwood Wealth Management LLC. now owns 30,365 shares of the company’s stock worth $8,800,000 after buying an additional 1,388 shares in the last quarter. Brighton Jones LLC grew its position in Vanguard Total Stock Market ETF by 20.8% during the fourth quarter. Brighton Jones LLC now owns 315,164 shares of the company’s stock worth $91,338,000 after buying an additional 54,372 shares in the last quarter. Heck Capital Advisors LLC bought a new position in Vanguard Total Stock Market ETF in the 4th quarter worth about $150,448,000. Finally, Alliance Wealth Advisors LLC UT purchased a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter valued at about $545,000.

Vanguard Total Stock Market ETF Trading Down 0.0%

Shares of NYSEARCA VTI opened at $293.34 on Thursday. The business has a 50-day moving average of $274.39 and a 200-day moving average of $286.63. The firm has a market capitalization of $2.43 trillion, a price-to-earnings ratio of 24.99 and a beta of 1.03. Vanguard Total Stock Market ETF has a 12 month low of $236.42 and a 12 month high of $303.39.

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.