Octavia Wealth Advisors LLC Reduces Stake in Vanguard Total Stock Market ETF $VTI

Octavia Wealth Advisors LLC lowered its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 23.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 7,261 shares of the company’s stock after selling 2,241 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $2,434,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. CWM LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 48.5% in the 3rd quarter. CWM LLC now owns 215,943 shares of the company’s stock valued at $70,866,000 after purchasing an additional 70,544 shares during the period. Ervin Investment Management LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 121.5% in the 4th quarter. Ervin Investment Management LLC now owns 3,668 shares of the company’s stock valued at $1,230,000 after purchasing an additional 2,012 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in shares of Vanguard Total Stock Market ETF by 40.8% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 88,766 shares of the company’s stock valued at $29,130,000 after purchasing an additional 25,715 shares during the period. BIP Wealth LLC lifted its stake in shares of Vanguard Total Stock Market ETF by 5.5% in the 3rd quarter. BIP Wealth LLC now owns 325,339 shares of the company’s stock valued at $106,767,000 after purchasing an additional 16,994 shares during the period. Finally, CNB Bank lifted its stake in shares of Vanguard Total Stock Market ETF by 40.6% in the 3rd quarter. CNB Bank now owns 8,307 shares of the company’s stock valued at $2,726,000 after purchasing an additional 2,399 shares during the period. Hedge funds and other institutional investors own 28.92% of the company’s stock.

Vanguard Total Stock Market ETF Trading Up 1.1%

Shares of NYSEARCA:VTI opened at $338.67 on Tuesday. The stock has a fifty day simple moving average of $332.17 and a two-hundred day simple moving average of $333.75. The stock has a market capitalization of $591.73 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 12-month low of $249.94 and a 12-month high of $344.42.

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.