Safir Wealth Advisors LLC Has $41.49 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Safir Wealth Advisors LLC decreased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 94,985 shares of the company’s stock after selling 1,435 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 37.3% of Safir Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Safir Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $41,489,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of VOO. Motco raised its holdings in Vanguard S&P 500 ETF by 172.0% in the 3rd quarter. Motco now owns 68 shares of the company’s stock valued at $27,000 after buying an additional 43 shares during the last quarter. CGC Financial Services LLC lifted its stake in Vanguard S&P 500 ETF by 1,416.7% during the 3rd quarter. CGC Financial Services LLC now owns 91 shares of the company’s stock valued at $36,000 after acquiring an additional 85 shares in the last quarter. Blume Capital Management Inc. lifted its stake in Vanguard S&P 500 ETF by 833.3% during the 3rd quarter. Blume Capital Management Inc. now owns 112 shares of the company’s stock valued at $44,000 after acquiring an additional 100 shares in the last quarter. Family Management Corp raised its stake in shares of Vanguard S&P 500 ETF by 139.7% during the 4th quarter. Family Management Corp now owns 151 shares of the company’s stock worth $53,000 after purchasing an additional 88 shares during the period. Finally, American National Bank bought a new stake in shares of Vanguard S&P 500 ETF during the 3rd quarter worth $58,000.

Vanguard S&P 500 ETF Price Performance

VOO stock traded up $0.19 during mid-day trading on Thursday, reaching $480.95. 917,278 shares of the company traded hands, compared to its average volume of 5,246,358. Vanguard S&P 500 ETF has a 52-week low of $366.29 and a 52-week high of $483.23. The company has a market capitalization of $384.77 billion, a P/E ratio of 19.80 and a beta of 1.00. The company has a fifty day moving average price of $461.38 and a 200-day moving average price of $429.42.

Vanguard S&P 500 ETF Company Profile

Vanguard 500 Index Fund (the Fund) is an open-end investment company, or mutual fund. The Fund offers four classes of shares: Investor Shares, Admiral Shares, Signal Shares, and Exchange Traded Fund (ETF) Shares. The Fund seeks to track the investment performance of the Standard & Poor’s 500 Index, an unmanaged benchmark representing the United States large-capitalization stocks.