OakTrust Wealth Advisors LLC Takes $1.44 Million Position in Vanguard Total Stock Market ETF $VTI

OakTrust Wealth Advisors LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 4,290 shares of the company’s stock, valued at approximately $1,438,000. Vanguard Total Stock Market ETF makes up approximately 1.3% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 17th biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VTI. Align Financial LLC purchased a new position in Vanguard Total Stock Market ETF during the fourth quarter valued at $210,276,000. Mercer Global Advisors Inc. ADV grew its position in shares of Vanguard Total Stock Market ETF by 208.2% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,997,096 shares of the company’s stock worth $655,190,000 after buying an additional 3,842,502 shares during the period. Vanguard Group Inc. grew its position in shares of Vanguard Total Stock Market ETF by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 62,622,049 shares of the company’s stock worth $20,995,293,000 after buying an additional 2,291,938 shares during the period. SBI Okasan Asset Management Co.Ltd. bought a new position in shares of Vanguard Total Stock Market ETF in the 4th quarter worth about $715,235,000. Finally, Corient Private Wealth LLC increased its stake in shares of Vanguard Total Stock Market ETF by 122.5% in the 2nd quarter. Corient Private Wealth LLC now owns 2,520,364 shares of the company’s stock worth $766,014,000 after acquiring an additional 1,387,750 shares in the last quarter. 28.92% of the stock is owned by hedge funds and other institutional investors.

Vanguard Total Stock Market ETF Price Performance

Shares of NYSEARCA VTI opened at $369.99 on Friday. Vanguard Total Stock Market ETF has a 1 year low of $291.97 and a 1 year high of $374.70. The stock has a market cap of $646.45 billion, a P/E ratio of 24.26 and a beta of 1.01. The firm has a 50-day moving average of $360.11 and a 200 day moving average of $343.96.

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.