Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Trellis Wealth Advisors LLC’s 3rd Largest Position

Trellis Wealth Advisors LLC lowered its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 2.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 100,061 shares of the company’s stock after selling 2,040 shares during the period. Vanguard Total Stock Market ETF comprises about 14.7% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Trellis Wealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $26,767,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in VTI. Timber Creek Capital Management LLC purchased a new stake in shares of Vanguard Total Stock Market ETF in the 2nd quarter worth about $25,000. MeadowBrook Investment Advisors LLC purchased a new position in Vanguard Total Stock Market ETF during the 4th quarter valued at about $27,000. Hexagon Capital Partners LLC lifted its position in Vanguard Total Stock Market ETF by 594.1% during the 4th quarter. Hexagon Capital Partners LLC now owns 118 shares of the company’s stock valued at $28,000 after acquiring an additional 101 shares during the period. Clean Yield Group lifted its position in Vanguard Total Stock Market ETF by 12,400.0% during the 1st quarter. Clean Yield Group now owns 125 shares of the company’s stock valued at $32,000 after acquiring an additional 124 shares during the period. Finally, New England Capital Financial Advisors LLC lifted its position in Vanguard Total Stock Market ETF by 58.4% during the 1st quarter. New England Capital Financial Advisors LLC now owns 160 shares of the company’s stock valued at $42,000 after acquiring an additional 59 shares during the period.

Vanguard Total Stock Market ETF Price Performance

NYSEARCA VTI traded up $2.66 during trading hours on Friday, reaching $278.38. 2,029,264 shares of the company’s stock traded hands, compared to its average volume of 3,032,134. Vanguard Total Stock Market ETF has a 52-week low of $202.44 and a 52-week high of $279.21. The firm has a market cap of $417.57 billion, a PE ratio of 23.62 and a beta of 1.02. The firm has a 50-day simple moving average of $270.60 and a 200 day simple moving average of $261.48.

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.