Charter Oak Capital Management LLC Sells 181 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Charter Oak Capital Management LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 1.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,967 shares of the company’s stock after selling 181 shares during the period. Vanguard Total Stock Market ETF comprises 0.3% of Charter Oak Capital Management LLC’s holdings, making the stock its 28th largest position. Charter Oak Capital Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $3,564,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Proficio Capital Partners LLC increased its holdings in Vanguard Total Stock Market ETF by 28,506.5% during the 4th quarter. Proficio Capital Partners LLC now owns 15,408,049 shares of the company’s stock worth $4,465,407,000 after purchasing an additional 15,354,187 shares in the last quarter. Life Planning Partners Inc increased its holdings in Vanguard Total Stock Market ETF by 27,958.9% during the 4th quarter. Life Planning Partners Inc now owns 7,819,168 shares of the company’s stock worth $2,266,073,000 after purchasing an additional 7,791,301 shares in the last quarter. Brooklyn FI LLC increased its holdings in Vanguard Total Stock Market ETF by 6,581.0% during the 4th quarter. Brooklyn FI LLC now owns 6,826,063 shares of the company’s stock worth $1,992,546,000 after purchasing an additional 6,723,891 shares in the last quarter. Essential Planning LLC. increased its holdings in Vanguard Total Stock Market ETF by 6,100.6% during the 4th quarter. Essential Planning LLC. now owns 3,223,294 shares of the company’s stock worth $940,012,000 after purchasing an additional 3,171,310 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new position in Vanguard Total Stock Market ETF during the 4th quarter worth about $886,299,000.

Vanguard Total Stock Market ETF Trading Up 1.2%

VTI stock opened at $295.12 on Friday. The stock has a 50-day moving average price of $275.12 and a two-hundred day moving average price of $286.61. The stock has a market cap of $2.45 trillion, a PE ratio of 24.99 and a beta of 1.03. Vanguard Total Stock Market ETF has a 1 year low of $236.42 and a 1 year 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.