Vanguard Total Stock Market ETF $VTI Shares Sold by Kelleher Financial Advisors

Kelleher Financial Advisors lessened its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 47.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,198 shares of the ETF’s stock after selling 2,903 shares during the period. Kelleher Financial Advisors’ holdings in Vanguard Total Stock Market ETF were worth $1,197,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Ascentis Wealth Management LLC increased its stake in Vanguard Total Stock Market ETF by 36,904.0% in the second quarter. Ascentis Wealth Management LLC now owns 934,350 shares of the ETF’s stock valued at $345,747,000 after purchasing an additional 931,825 shares during the last quarter. Quantum Portfolio Management LLC purchased a new stake in shares of Vanguard Total Stock Market ETF during the 1st quarter worth approximately $294,341,000. GoalVest Advisory LLC lifted its position in shares of Vanguard Total Stock Market ETF by 2,137.7% during the 3rd quarter. GoalVest Advisory LLC now owns 810,011 shares of the ETF’s stock worth $303,139,000 after buying an additional 773,813 shares during the last quarter. Fifth Third Bancorp lifted its position in shares of Vanguard Total Stock Market ETF by 100.8% during the 1st quarter. Fifth Third Bancorp now owns 577,193 shares of the ETF’s stock worth $185,170,000 after buying an additional 289,689 shares during the last quarter. Finally, Waverly Advisors LLC boosted its holdings in shares of Vanguard Total Stock Market ETF by 79.2% in the 2nd quarter. Waverly Advisors LLC now owns 599,991 shares of the ETF’s stock valued at $222,021,000 after buying an additional 265,148 shares in the last quarter. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 1.5%

Shares of Vanguard Total Stock Market ETF stock opened at $376.92 on Thursday. The company has a fifty day simple moving average of $377.13 and a 200-day simple moving average of $359.68. The stock has a market cap of $694.21 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a 12-month low of $310.40 and a 12-month high of $385.12.

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.