Octavia Wealth Advisors LLC Lowers Holdings in Vanguard Total Stock Market ETF $VTI

Octavia Wealth Advisors LLC decreased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 23.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 7,261 shares of the company’s stock after selling 2,241 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $2,434,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in VTI. CWM LLC increased its holdings in shares of Vanguard Total Stock Market ETF by 48.5% in the 3rd quarter. CWM LLC now owns 215,943 shares of the company’s stock worth $70,866,000 after purchasing an additional 70,544 shares in the last quarter. Ervin Investment Management LLC increased its holdings in shares of Vanguard Total Stock Market ETF by 121.5% in the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock worth $1,230,000 after purchasing an additional 2,012 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of Vanguard Total Stock Market ETF by 40.8% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock worth $29,130,000 after purchasing an additional 25,715 shares in the last quarter. BIP Wealth LLC increased its holdings in shares of Vanguard Total Stock Market ETF by 5.5% in the 3rd quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock worth $106,767,000 after purchasing an additional 16,994 shares in the last quarter. Finally, CNB Bank increased its holdings in shares of Vanguard Total Stock Market ETF by 40.6% in the 3rd quarter. CNB Bank now owns 8,307 shares of the company’s stock worth $2,726,000 after purchasing an additional 2,399 shares in the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 1.1%

Vanguard Total Stock Market ETF stock opened at $338.67 on Tuesday. The firm has a market cap of $591.73 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. The stock has a fifty day simple moving average of $332.17 and a two-hundred day simple moving average of $333.75. Vanguard Total Stock Market ETF has a 12 month low of $249.94 and a 12 month high of $344.42.

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.