Rooted Wealth Advisors Inc. Grows Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Rooted Wealth Advisors Inc. boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,440 shares of the company’s stock after acquiring an additional 1,281 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 16.2% of Rooted Wealth Advisors Inc.’s portfolio, making the stock its largest holding. Rooted Wealth Advisors Inc.’s holdings in Vanguard S&P 500 ETF were worth $41,386,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Asset Management One Co. Ltd. increased its stake in Vanguard S&P 500 ETF by 185.0% in the fourth quarter. Asset Management One Co. Ltd. now owns 57 shares of the company’s stock valued at $31,000 after acquiring an additional 37 shares during the last quarter. Prospera Private Wealth LLC bought a new position in Vanguard S&P 500 ETF in the third quarter valued at $46,000. Kennebec Savings Bank bought a new position in Vanguard S&P 500 ETF in the third quarter valued at $51,000. Urban Financial Advisory Corp bought a new position in Vanguard S&P 500 ETF in the third quarter valued at $51,000. Finally, Sugar Maple Asset Management LLC bought a new position in Vanguard S&P 500 ETF in the fourth quarter valued at $53,000.

Vanguard S&P 500 ETF Stock Up 1.1 %

VOO opened at $560.67 on Friday. The stock has a market cap of $507.94 billion, a PE ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a 52 week low of $453.60 and a 52 week high of $561.66. The business’s fifty day simple moving average is $549.79 and its 200 day simple moving average is $532.76.

Vanguard S&P 500 ETF 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.