Iams Wealth Management LLC Makes New Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Iams Wealth Management LLC acquired a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 449 shares of the company’s stock, valued at approximately $242,000.

A number of other institutional investors have also modified their holdings of the stock. McKinley Carter Wealth Services Inc. increased its position in shares of Vanguard S&P 500 ETF by 17.8% during the fourth quarter. McKinley Carter Wealth Services Inc. now owns 5,303 shares of the company’s stock worth $2,857,000 after acquiring an additional 802 shares during the period. Foster Victor Wealth Advisors LLC increased its position in shares of Vanguard S&P 500 ETF by 50.7% during the fourth quarter. Foster Victor Wealth Advisors LLC now owns 1,328 shares of the company’s stock worth $730,000 after acquiring an additional 447 shares during the period. BWM Planning LLC increased its holdings in Vanguard S&P 500 ETF by 6.7% during the fourth quarter. BWM Planning LLC now owns 844 shares of the company’s stock valued at $455,000 after buying an additional 53 shares during the period. Verus Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF during the fourth quarter valued at approximately $9,527,000. Finally, Sumitomo Life Insurance Co. increased its holdings in Vanguard S&P 500 ETF by 10.0% during the fourth quarter. Sumitomo Life Insurance Co. now owns 50,500 shares of the company’s stock valued at $27,210,000 after buying an additional 4,600 shares during the period.

Vanguard S&P 500 ETF Trading Down 0.4 %

NYSEARCA VOO opened at $553.41 on Thursday. The firm’s fifty day simple moving average is $549.03 and its two-hundred day simple moving average is $529.27. Vanguard S&P 500 ETF has a 12-month low of $443.75 and a 12-month high of $561.66. The firm has a market capitalization of $501.37 billion, a P/E ratio of 25.04 and a beta of 1.00.

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.