Vanguard Total Stock Market ETF (VTI) is AllSquare Wealth Management LLC’s 2nd Largest Position

AllSquare Wealth Management LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 6.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,063 shares of the company’s stock after selling 8,235 shares during the quarter. Vanguard Total Stock Market ETF accounts for approximately 13.7% of AllSquare Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. AllSquare Wealth Management LLC’s holdings in Vanguard Total Stock Market ETF were worth $18,416,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the stock. TCI Wealth Advisors Inc. raised its holdings in Vanguard Total Stock Market ETF by 1.8% in the third quarter. TCI Wealth Advisors Inc. now owns 61,723 shares of the company’s stock worth $9,237,000 after purchasing an additional 1,087 shares in the last quarter. PDS Planning Inc raised its holdings in Vanguard Total Stock Market ETF by 3.0% in the third quarter. PDS Planning Inc now owns 18,750 shares of the company’s stock worth $2,806,000 after purchasing an additional 550 shares in the last quarter. LVW Advisors LLC raised its holdings in Vanguard Total Stock Market ETF by 18.0% in the third quarter. LVW Advisors LLC now owns 4,078 shares of the company’s stock worth $610,000 after purchasing an additional 622 shares in the last quarter. Citizens Financial Group Inc RI raised its holdings in Vanguard Total Stock Market ETF by 36.9% in the third quarter. Citizens Financial Group Inc RI now owns 1,791 shares of the company’s stock worth $268,000 after purchasing an additional 483 shares in the last quarter. Finally, Bingham Osborn & Scarborough LLC raised its holdings in Vanguard Total Stock Market ETF by 2.6% in the third quarter. Bingham Osborn & Scarborough LLC now owns 44,156 shares of the company’s stock worth $6,608,000 after purchasing an additional 1,099 shares in the last quarter.

Shares of Vanguard Total Stock Market ETF stock opened at $141.04 on Wednesday. Vanguard Total Stock Market ETF has a one year low of $129.84 and a one year high of $151.84.

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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.

Further Reading: Diversification in Investing

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Institutional Ownership by Quarter for Vanguard Total Stock Market ETF (NYSEARCA:VTI)

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