Vanguard Total Stock Market ETF (NYSEARCA:VTI) Stock Position Lowered by Annex Advisory Services LLC

Annex Advisory Services LLC trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 132,249 shares of the company’s stock after selling 4,046 shares during the period. Vanguard Total Stock Market ETF accounts for 1.2% of Annex Advisory Services LLC’s investment portfolio, making the stock its 21st biggest holding. Annex Advisory Services LLC’s holdings in Vanguard Total Stock Market ETF were worth $38,327,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. Dunhill Financial LLC lifted its position in shares of Vanguard Total Stock Market ETF by 0.3% in the third quarter. Dunhill Financial LLC now owns 11,750 shares of the company’s stock worth $3,327,000 after purchasing an additional 38 shares in the last quarter. Centaurus Financial Inc. increased its stake in Vanguard Total Stock Market ETF by 21.7% in the 2nd quarter. Centaurus Financial Inc. now owns 4,933 shares of the company’s stock valued at $1,320,000 after buying an additional 881 shares during the period. Ridgeline Wealth LLC purchased a new stake in Vanguard Total Stock Market ETF in the 4th quarter worth approximately $753,000. Ironwood Investment Management LLC boosted its stake in shares of Vanguard Total Stock Market ETF by 2.2% during the 2nd quarter. Ironwood Investment Management LLC now owns 42,422 shares of the company’s stock valued at $11,348,000 after buying an additional 914 shares during the period. Finally, OneDigital Investment Advisors LLC grew its holdings in shares of Vanguard Total Stock Market ETF by 1.3% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 191,830 shares of the company’s stock valued at $54,319,000 after acquiring an additional 2,432 shares in the last quarter.

Vanguard Total Stock Market ETF Trading Up 0.9 %

NYSEARCA VTI opened at $296.20 on Monday. The company has a market capitalization of $444.30 billion, a PE ratio of 23.62 and a beta of 1.02. Vanguard Total Stock Market ETF has a 1-year low of $234.62 and a 1-year high of $302.95. The firm’s fifty day simple moving average is $295.38 and its 200-day simple moving average is $283.38.

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.