Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Intelligent Financial Strategies’ 3rd Largest Position

Intelligent Financial Strategies decreased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,627 shares of the company’s stock after selling 821 shares during the period. Vanguard Total Stock Market ETF makes up 4.8% of Intelligent Financial Strategies’ investment portfolio, making the stock its 3rd largest holding. Intelligent Financial Strategies’ holdings in Vanguard Total Stock Market ETF were worth $9,242,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC grew its position in shares of Vanguard Total Stock Market ETF by 20.8% in the 4th 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 during the period. Heck Capital Advisors LLC bought a new stake in Vanguard Total Stock Market ETF during the fourth quarter worth about $150,448,000. Y Intercept Hong Kong Ltd bought a new stake in Vanguard Total Stock Market ETF during the fourth quarter worth about $592,000. Pine Valley Investments Ltd Liability Co grew its holdings in Vanguard Total Stock Market ETF by 3.8% in the fourth quarter. Pine Valley Investments Ltd Liability Co now owns 2,344 shares of the company’s stock worth $679,000 after purchasing an additional 85 shares during the period. Finally, Simmons Bank increased its stake in shares of Vanguard Total Stock Market ETF by 1.0% during the fourth quarter. Simmons Bank now owns 8,206 shares of the company’s stock valued at $2,378,000 after purchasing an additional 80 shares in the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

VTI stock opened at $301.94 on Friday. The firm has a 50 day moving average price of $285.56 and a 200-day moving average price of $286.39. Vanguard Total Stock Market ETF has a 52-week low of $236.42 and a 52-week high of $303.39. The firm has a market capitalization of $494.41 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02.

Vanguard Total Stock Market ETF Company 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.