Sequent Planning LLC Lowers Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Sequent Planning LLC trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,862 shares of the company’s stock after selling 1,814 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 3.5% of Sequent Planning LLC’s holdings, making the stock its 5th largest position. Sequent Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $9,524,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Nadler Financial Group Inc. increased its stake in shares of Vanguard Total Stock Market ETF by 1.4% in the 4th quarter. Nadler Financial Group Inc. now owns 263,046 shares of the company’s stock worth $76,233,000 after purchasing an additional 3,695 shares in the last quarter. Compass Capital Corp MA ADV purchased a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter worth $4,349,000. Serenus Wealth Advisors LLC purchased a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter worth $3,923,000. Citrine Capital LLC purchased a new stake in shares of Vanguard Total Stock Market ETF in the 4th quarter worth $1,115,000. Finally, Brickley Wealth Management increased its stake in shares of Vanguard Total Stock Market ETF by 6.2% in the 4th quarter. Brickley Wealth Management now owns 3,502 shares of the company’s stock worth $1,015,000 after purchasing an additional 204 shares in the last quarter.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA:VTI opened at $278.85 on Monday. The firm has a market capitalization of $2.31 trillion, a price-to-earnings ratio of 24.31 and a beta of 1.04. Vanguard Total Stock Market ETF has a one year low of $244.57 and a one year high of $303.39. The business has a fifty day moving average price of $292.11 and a 200-day moving average price of $290.12.

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.