Vanguard Total Stock Market ETF $VTI Shares Sold by OLIO Financial Planning

OLIO Financial Planning lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 118,730 shares of the company’s stock after selling 5,570 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 11.2% of OLIO Financial Planning’s investment portfolio, making the stock its 5th largest position. OLIO Financial Planning’s holdings in Vanguard Total Stock Market ETF were worth $39,806,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also bought and sold shares of the company. Evolution Wealth Management Inc. bought a new position in shares of Vanguard Total Stock Market ETF during the second quarter valued at $29,000. Wealth Watch Advisors INC bought a new stake in shares of Vanguard Total Stock Market ETF in the 3rd quarter worth about $31,000. Strategic Wealth Investment Group LLC bought a new stake in shares of Vanguard Total Stock Market ETF in the 2nd quarter worth about $33,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Vanguard Total Stock Market ETF during the 3rd quarter worth about $50,000. Finally, Clear Investment Research LLC bought a new position in Vanguard Total Stock Market ETF during the 3rd quarter valued at about $51,000. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Price Performance

Shares of VTI stock opened at $323.76 on Monday. The company has a market capitalization of $560.35 billion, a P/E ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 12-month low of $236.42 and a 12-month high of $344.42. The firm has a 50-day moving average price of $333.38 and a 200 day moving average price of $333.55.

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. 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.