TruWealth Advisors LLC Lowers Stock Position in Vanguard Total Stock Market ETF $VTI

TruWealth Advisors LLC trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 1.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 331,634 shares of the company’s stock after selling 4,773 shares during the period. Vanguard Total Stock Market ETF makes up about 5.4% of TruWealth Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. TruWealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $111,187,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in VTI. Sage Capital Advisors llc increased its stake in Vanguard Total Stock Market ETF by 4.8% in the fourth quarter. Sage Capital Advisors llc now owns 4,034 shares of the company’s stock valued at $1,353,000 after acquiring an additional 184 shares during the period. Clark Financial Services Group Inc. BD lifted its stake in Vanguard Total Stock Market ETF by 6.9% during the fourth quarter. Clark Financial Services Group Inc. BD now owns 1,208 shares of the company’s stock worth $409,000 after purchasing an additional 78 shares during the period. Lpwm LLC lifted its stake in Vanguard Total Stock Market ETF by 3.0% during the fourth quarter. Lpwm LLC now owns 6,991 shares of the company’s stock worth $2,344,000 after purchasing an additional 204 shares during the period. Chemistry Wealth Management LLC boosted its holdings in Vanguard Total Stock Market ETF by 284.1% during the fourth quarter. Chemistry Wealth Management LLC now owns 6,879 shares of the company’s stock valued at $2,306,000 after purchasing an additional 5,088 shares in the last quarter. Finally, Avior Wealth Management LLC grew its stake in shares of Vanguard Total Stock Market ETF by 2.6% in the 4th quarter. Avior Wealth Management LLC now owns 39,804 shares of the company’s stock valued at $13,345,000 after purchasing an additional 1,018 shares during the period. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Trading Down 1.6%

Shares of VTI opened at $320.34 on Friday. The stock has a market cap of $545.50 billion, a PE 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 $344.42. The stock has a 50 day simple moving average of $337.36 and a 200-day simple moving average of $333.46.

About Vanguard Total Stock Market ETF

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.