Legacy Wealth Management LLC MS Trims Stock Position in Vanguard Total Stock Market ETF $VTI

Legacy Wealth Management LLC MS trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 59.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,964 shares of the company’s stock after selling 7,360 shares during the period. Legacy Wealth Management LLC MS’s holdings in Vanguard Total Stock Market ETF were worth $1,629,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of VTI. 4J Wealth Management LLC raised its stake in Vanguard Total Stock Market ETF by 1.5% in the 3rd quarter. 4J Wealth Management LLC now owns 2,057 shares of the company’s stock valued at $675,000 after purchasing an additional 31 shares during the last quarter. Aldebaran Financial Inc. raised its position in shares of Vanguard Total Stock Market ETF by 1.0% in the 2nd quarter. Aldebaran Financial Inc. now owns 3,103 shares of the company’s stock worth $943,000 after buying an additional 32 shares during the period. Werba Rubin Papier Wealth Management lifted its stake in shares of Vanguard Total Stock Market ETF by 0.3% in the 2nd quarter. Werba Rubin Papier Wealth Management now owns 9,785 shares of the company’s stock valued at $2,974,000 after purchasing an additional 33 shares in the last quarter. Bank of Jackson Hole Trust boosted its position in Vanguard Total Stock Market ETF by 15.9% during the 2nd quarter. Bank of Jackson Hole Trust now owns 240 shares of the company’s stock worth $73,000 after purchasing an additional 33 shares during the period. Finally, Sara Bay Financial boosted its position in shares of Vanguard Total Stock Market ETF by 1.6% in the third quarter. Sara Bay Financial now owns 2,039 shares of the company’s stock worth $669,000 after buying an additional 33 shares during the period. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Stock Performance

VTI stock opened at $340.14 on Friday. The firm has a market cap of $579.22 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 $342.08. The stock has a 50-day simple moving average of $334.50 and a 200-day simple moving average of $323.92.

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.