Trevian Wealth Management LLC Decreases Stock Position in Vanguard Total Stock Market ETF $VTI

Trevian Wealth Management LLC lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 37.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 12,096 shares of the ETF’s stock after selling 7,113 shares during the quarter. Vanguard Total Stock Market ETF accounts for 1.9% of Trevian Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position. Trevian Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $4,476,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the stock. Howard Financial Services LTD. increased its stake in Vanguard Total Stock Market ETF by 0.3% in the second quarter. Howard Financial Services LTD. now owns 11,079 shares of the ETF’s stock valued at $4,100,000 after acquiring an additional 28 shares during the last quarter. Van Hulzen Asset Management LLC lifted its stake in Vanguard Total Stock Market ETF by 1.1% during the fourth quarter. Van Hulzen Asset Management LLC now owns 2,749 shares of the ETF’s stock worth $922,000 after purchasing an additional 30 shares during the last quarter. Alteri Wealth LLC boosted its holdings in shares of Vanguard Total Stock Market ETF by 2.7% in the 4th quarter. Alteri Wealth LLC now owns 1,132 shares of the ETF’s stock worth $380,000 after purchasing an additional 30 shares in the last quarter. Nilsine Partners LLC boosted its holdings in shares of Vanguard Total Stock Market ETF by 0.9% in the 2nd quarter. Nilsine Partners LLC now owns 3,193 shares of the ETF’s stock worth $1,181,000 after purchasing an additional 30 shares in the last quarter. Finally, Greenwich Wealth Management LLC increased its position in shares of Vanguard Total Stock Market ETF by 0.8% during the 4th quarter. Greenwich Wealth Management LLC now owns 4,113 shares of the ETF’s stock valued at $1,379,000 after purchasing an additional 31 shares during the last quarter. 28.92% of the stock is owned by institutional investors.

Vanguard Total Stock Market ETF Stock Performance

Shares of NYSEARCA VTI opened at $379.73 on Monday. The stock has a market cap of $680.70 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1-year low of $310.40 and a 1-year high of $385.12. The stock’s 50-day moving average is $373.93 and its 200 day moving average is $357.29.

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.