Sequent Planning LLC Lowers Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Sequent Planning LLC cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,862 shares of the company’s stock after selling 1,814 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 3.5% of Sequent Planning LLC’s holdings, making the stock its 5th largest position. Sequent Planning LLC’s holdings in Vanguard Total Stock Market ETF were worth $9,524,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Nadler Financial Group Inc. lifted its position in Vanguard Total Stock Market ETF by 1.4% in the 4th quarter. Nadler Financial Group Inc. now owns 263,046 shares of the company’s stock valued at $76,233,000 after acquiring an additional 3,695 shares in the last quarter. Compass Capital Corp MA ADV bought a new position in Vanguard Total Stock Market ETF in the 4th quarter valued at approximately $4,349,000. Serenus Wealth Advisors LLC bought a new position in Vanguard Total Stock Market ETF in the 4th quarter valued at approximately $3,923,000. Citrine Capital LLC bought a new position in Vanguard Total Stock Market ETF in the 4th quarter valued at approximately $1,115,000. Finally, Brickley Wealth Management lifted its position in Vanguard Total Stock Market ETF by 6.2% in the 4th quarter. Brickley Wealth Management now owns 3,502 shares of the company’s stock valued at $1,015,000 after acquiring an additional 204 shares in the last quarter.

Vanguard Total Stock Market ETF Trading Up 0.0 %

VTI stock opened at $278.85 on Monday. The stock’s 50 day simple moving average is $292.11 and its 200 day simple moving average is $290.12. The stock has a market capitalization of $2.31 trillion, a PE ratio of 24.31 and a beta of 1.04. Vanguard Total Stock Market ETF has a 12-month low of $244.57 and a 12-month high of $303.39.

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.