Vanguard Total Stock Market ETF $VTI Stake Trimmed by Innealta Capital LLC

Innealta Capital LLC trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 15.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,174 shares of the company’s stock after selling 2,552 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 2.8% of Innealta Capital LLC’s portfolio, making the stock its 9th largest holding. Innealta Capital LLC’s holdings in Vanguard Total Stock Market ETF were worth $4,547,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in VTI. Lifeworks Advisors LLC raised its stake in shares of Vanguard Total Stock Market ETF by 20.3% during the 1st quarter. Lifeworks Advisors LLC now owns 2,405 shares of the company’s stock worth $771,000 after buying an additional 405 shares in the last quarter. Lincoln National Corp boosted its stake in shares of Vanguard Total Stock Market ETF by 0.7% in the first quarter. Lincoln National Corp now owns 826,600 shares of the company’s stock valued at $265,182,000 after buying an additional 6,033 shares in the last quarter. Avion Wealth boosted its stake in shares of Vanguard Total Stock Market ETF by 2.6% in the first quarter. Avion Wealth now owns 53,879 shares of the company’s stock valued at $17,284,000 after buying an additional 1,367 shares in the last quarter. Navigate Wealth Management LLC acquired a new position in Vanguard Total Stock Market ETF during the first quarter worth $6,168,000. Finally, Anchor Investment Management LLC grew its holdings in Vanguard Total Stock Market ETF by 5.4% during the first quarter. Anchor Investment Management LLC now owns 11,208 shares of the company’s stock worth $3,596,000 after acquiring an additional 572 shares during the period. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Performance

NYSEARCA:VTI opened at $372.69 on Monday. Vanguard Total Stock Market ETF has a 1 year low of $304.00 and a 1 year high of $374.70. The stock has a fifty day moving average price of $366.55 and a two-hundred day moving average price of $347.40. The stock has a market capitalization of $668.08 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01.

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.