Heritage Financial Services LLC Has $2.34 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Heritage Financial Services LLC lessened its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 7.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,064 shares of the company’s stock after selling 657 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 0.3% of Heritage Financial Services LLC’s holdings, making the stock its 20th biggest holding. Heritage Financial Services LLC’s holdings in Vanguard Total Stock Market ETF were worth $2,337,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VTI. LPL Financial LLC grew its holdings in shares of Vanguard Total Stock Market ETF by 1.9% in the 3rd quarter. LPL Financial LLC now owns 12,994,777 shares of the company’s stock worth $3,679,601,000 after purchasing an additional 242,536 shares during the last quarter. WealthNavi Inc. grew its stake in Vanguard Total Stock Market ETF by 3.4% during the third quarter. WealthNavi Inc. now owns 11,372,065 shares of the company’s stock worth $3,220,114,000 after buying an additional 377,631 shares during the last quarter. Allworth Financial LP increased its holdings in shares of Vanguard Total Stock Market ETF by 1.6% during the third quarter. Allworth Financial LP now owns 8,409,146 shares of the company’s stock worth $2,381,134,000 after buying an additional 134,150 shares in the last quarter. HB Wealth Management LLC increased its holdings in shares of Vanguard Total Stock Market ETF by 0.5% during the fourth quarter. HB Wealth Management LLC now owns 7,873,807 shares of the company’s stock worth $2,179,547,000 after buying an additional 39,815 shares in the last quarter. Finally, Sequoia Financial Advisors LLC raised its stake in shares of Vanguard Total Stock Market ETF by 1.7% in the third quarter. Sequoia Financial Advisors LLC now owns 2,982,032 shares of the company’s stock valued at $844,395,000 after acquiring an additional 50,777 shares during the last quarter.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA VTI opened at $300.24 on Friday. The stock’s 50 day simple moving average is $296.24 and its 200 day simple moving average is $284.86. Vanguard Total Stock Market ETF has a one year low of $239.86 and a one year high of $302.95. The firm has a market cap of $450.36 billion, a PE ratio of 23.62 and a beta of 1.02.

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.