Litman Gregory Wealth Management LLC Cuts Stake in Vanguard Total Stock Market ETF $VTI

Litman Gregory Wealth Management LLC trimmed its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 254,187 shares of the company’s stock after selling 6,732 shares during the quarter. Vanguard Total Stock Market ETF comprises 6.2% of Litman Gregory Wealth Management LLC’s portfolio, making the stock its 5th largest holding. Litman Gregory Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $83,416,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Rebalance LLC raised its stake in Vanguard Total Stock Market ETF by 1.1% during the 3rd quarter. Rebalance LLC now owns 752,559 shares of the company’s stock valued at $246,967,000 after acquiring an additional 8,036 shares in the last quarter. Regent Peak Wealth Advisors LLC acquired a new position in shares of Vanguard Total Stock Market ETF during the third quarter valued at $83,900,000. Trust Co. of Toledo NA OH increased its holdings in shares of Vanguard Total Stock Market ETF by 2.6% during the third quarter. Trust Co. of Toledo NA OH now owns 1,314 shares of the company’s stock valued at $431,000 after purchasing an additional 33 shares during the period. Curran Financial Partners LLC raised its stake in shares of Vanguard Total Stock Market ETF by 22.3% during the third quarter. Curran Financial Partners LLC now owns 6,192 shares of the company’s stock valued at $2,032,000 after purchasing an additional 1,129 shares in the last quarter. Finally, Stonekeep Investments LLC lifted its holdings in Vanguard Total Stock Market ETF by 1.7% in the third quarter. Stonekeep Investments LLC now owns 42,212 shares of the company’s stock worth $13,853,000 after purchasing an additional 704 shares during the period. 28.92% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Total Stock Market ETF Trading Up 0.3%

Vanguard Total Stock Market ETF stock opened at $339.88 on Friday. The stock has a market cap of $566.81 billion, a price-to-earnings ratio of 24.26 and a beta of 1.02. The company’s 50-day moving average price is $333.44 and its two-hundred day moving average price is $320.92. Vanguard Total Stock Market ETF has a 52 week low of $236.42 and a 52 week high of $340.10.

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.