Heritage Financial Services LLC Sells 657 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Heritage Financial Services LLC trimmed its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 7.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,064 shares of the company’s stock after selling 657 shares during the period. Vanguard Total Stock Market ETF accounts for approximately 0.3% of Heritage Financial Services LLC’s holdings, making the stock its 20th largest position. 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.

Other hedge funds also recently modified their holdings of the company. Channel Wealth LLC boosted its holdings in Vanguard Total Stock Market ETF by 1.2% in the fourth quarter. Channel Wealth LLC now owns 2,944 shares of the company’s stock worth $853,000 after purchasing an additional 35 shares in the last quarter. Grove Bank & Trust increased its stake in shares of Vanguard Total Stock Market ETF by 0.8% in the fourth quarter. Grove Bank & Trust now owns 4,581 shares of the company’s stock worth $1,328,000 after purchasing an additional 35 shares during the period. Yoder Wealth Management Inc. lifted its position in shares of Vanguard Total Stock Market ETF by 0.9% during the 3rd quarter. Yoder Wealth Management Inc. now owns 4,261 shares of the company’s stock worth $1,207,000 after purchasing an additional 36 shares during the last quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its stake in Vanguard Total Stock Market ETF by 0.6% during the 4th quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 6,541 shares of the company’s stock valued at $1,896,000 after purchasing an additional 36 shares during the period. Finally, GoalFusion Wealth Management LLC grew its holdings in Vanguard Total Stock Market ETF by 3.3% in the 3rd quarter. GoalFusion Wealth Management LLC now owns 1,164 shares of the company’s stock valued at $330,000 after buying an additional 37 shares during the last quarter.

Vanguard Total Stock Market ETF Stock Up 0.6 %

Shares of VTI stock opened at $300.24 on Friday. The stock has a 50 day moving average of $296.24 and a 200-day moving average of $284.86. 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 has a 12 month low of $239.86 and a 12 month high of $302.95.

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.