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

OLIO Financial Planning decreased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 4.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 118,730 shares of the company’s stock after selling 5,570 shares during the quarter. Vanguard Total Stock Market ETF comprises approximately 11.2% of OLIO Financial Planning’s holdings, making the stock its 5th largest position. OLIO Financial Planning’s holdings in Vanguard Total Stock Market ETF were worth $39,806,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Capital Advisors Wealth Management LLC increased its position in Vanguard Total Stock Market ETF by 2.1% in the 4th quarter. Capital Advisors Wealth Management LLC now owns 17,518 shares of the company’s stock worth $5,873,000 after buying an additional 364 shares during the period. Cooke Wealth Management LLC bought a new stake in shares of Vanguard Total Stock Market ETF in the fourth quarter valued at approximately $28,646,000. Mezzasalma Advisors LLC boosted its position in shares of Vanguard Total Stock Market ETF by 10.0% in the fourth quarter. Mezzasalma Advisors LLC now owns 1,643 shares of the company’s stock valued at $553,000 after acquiring an additional 150 shares during the period. Leo Wealth LLC grew its stake in shares of Vanguard Total Stock Market ETF by 49.1% in the fourth quarter. Leo Wealth LLC now owns 13,966 shares of the company’s stock worth $4,682,000 after acquiring an additional 4,598 shares during the last quarter. Finally, SC&H Financial Advisors Inc. grew its stake in shares of Vanguard Total Stock Market ETF by 10.6% in the fourth quarter. SC&H Financial Advisors Inc. now owns 13,133 shares of the company’s stock worth $4,403,000 after acquiring an additional 1,261 shares during the last quarter. Institutional investors and hedge funds own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Stock Performance

Shares of VTI stock opened at $323.76 on Monday. The firm 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 1 year low of $236.42 and a 1 year high of $344.42. The firm’s fifty day simple moving average is $333.38 and its 200 day simple moving average is $333.55.

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.