OLIO Financial Planning Cuts Stock Holdings in Vanguard Total Stock Market ETF $VTI

OLIO Financial Planning decreased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 4.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 124,300 shares of the company’s stock after selling 5,612 shares during the quarter. Vanguard Total Stock Market ETF comprises 12.0% of OLIO Financial Planning’s holdings, making the stock its 5th largest holding. OLIO Financial Planning’s holdings in Vanguard Total Stock Market ETF were worth $40,792,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Aldebaran Financial Inc. increased its stake in Vanguard Total Stock Market ETF by 1.0% during the 2nd quarter. Aldebaran Financial Inc. now owns 3,103 shares of the company’s stock valued at $943,000 after purchasing an additional 32 shares in the last quarter. Werba Rubin Papier Wealth Management grew its holdings in shares of Vanguard Total Stock Market ETF by 0.3% during the second quarter. Werba Rubin Papier Wealth Management now owns 9,785 shares of the company’s stock valued at $2,974,000 after buying an additional 33 shares during the last quarter. Bank of Jackson Hole Trust grew its holdings in shares of Vanguard Total Stock Market ETF by 15.9% during the second quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock valued at $73,000 after buying an additional 33 shares during the last quarter. Sara Bay Financial increased its position in shares of Vanguard Total Stock Market ETF by 1.6% during the third quarter. Sara Bay Financial now owns 2,039 shares of the company’s stock worth $669,000 after acquiring an additional 33 shares in the last quarter. Finally, Trust Co. of Toledo NA OH raised its holdings in shares of Vanguard Total Stock Market ETF by 2.6% in the 3rd quarter. Trust Co. of Toledo NA OH now owns 1,314 shares of the company’s stock worth $431,000 after acquiring an additional 33 shares during the last quarter. 28.92% of the stock is owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA VTI opened at $339.67 on Friday. The stock has a market cap of $566.46 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. Vanguard Total Stock Market ETF has a fifty-two week low of $236.42 and a fifty-two week high of $340.33. The firm’s 50-day simple moving average is $333.69 and its 200 day simple moving average is $321.23.

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. 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.