OakTrust Wealth Advisors LLC Acquires Shares of 4,290 Vanguard Total Stock Market ETF $VTI

OakTrust Wealth Advisors LLC bought a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,290 shares of the company’s stock, valued at approximately $1,438,000. Vanguard Total Stock Market ETF makes up approximately 1.3% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 17th biggest holding.

A number of other institutional investors have also recently modified their holdings of the stock. Abbot Financial Management Inc. raised its position in shares of Vanguard Total Stock Market ETF by 2.1% in the 3rd quarter. Abbot Financial Management Inc. now owns 1,436 shares of the company’s stock worth $471,000 after purchasing an additional 30 shares during the last quarter. Finward Bancorp grew its position in Vanguard Total Stock Market ETF by 3.7% during the 4th quarter. Finward Bancorp now owns 841 shares of the company’s stock valued at $282,000 after purchasing an additional 30 shares during the last quarter. Boyum Wealth Architects LLC increased its stake in Vanguard Total Stock Market ETF by 0.3% during the 4th quarter. Boyum Wealth Architects LLC now owns 11,653 shares of the company’s stock valued at $3,969,000 after purchasing an additional 30 shares in the last quarter. Financial Perspectives Inc increased its stake in Vanguard Total Stock Market ETF by 1.3% during the 4th quarter. Financial Perspectives Inc now owns 2,387 shares of the company’s stock valued at $800,000 after purchasing an additional 30 shares in the last quarter. Finally, Van Hulzen Asset Management LLC increased its stake in Vanguard Total Stock Market ETF by 1.1% during the 4th quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the company’s stock valued at $922,000 after purchasing an additional 30 shares in the last quarter. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of Vanguard Total Stock Market ETF stock opened at $369.99 on Friday. The company has a 50-day simple moving average of $360.11 and a two-hundred day simple moving average of $343.96. The stock has a market capitalization of $646.45 billion, a PE ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 52-week low of $291.97 and a 52-week high of $374.70.

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.