Vanguard S&P 500 ETF (NYSEARCA:VOO) is Center for Financial Planning Inc.’s Largest Position

Center for Financial Planning Inc. trimmed its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 526,091 shares of the company’s stock after selling 194 shares during the period. Vanguard S&P 500 ETF comprises 37.8% of Center for Financial Planning Inc.’s holdings, making the stock its biggest holding. Center for Financial Planning Inc. owned about 0.06% of Vanguard S&P 500 ETF worth $283,463,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Strategic Financial Concepts LLC lifted its position in shares of Vanguard S&P 500 ETF by 62,488.2% in the 4th quarter. Strategic Financial Concepts LLC now owns 10,009,729 shares of the company’s stock worth $5,393,342,000 after purchasing an additional 9,993,736 shares during the period. International Assets Investment Management LLC lifted its position in shares of Vanguard S&P 500 ETF by 57,975.9% in the 3rd quarter. International Assets Investment Management LLC now owns 7,915,751 shares of the company’s stock worth $4,176,904,000 after purchasing an additional 7,902,121 shares during the period. Kedalion Capital Management LLP purchased a new stake in shares of Vanguard S&P 500 ETF in the 4th quarter worth approximately $2,424,795,000. JPMorgan Chase & Co. lifted its position in shares of Vanguard S&P 500 ETF by 13.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 23,924,836 shares of the company’s stock worth $12,624,419,000 after purchasing an additional 2,879,321 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC purchased a new stake in shares of Vanguard S&P 500 ETF in the 4th quarter worth approximately $846,735,000.

Vanguard S&P 500 ETF Stock Performance

Shares of VOO opened at $560.69 on Friday. The stock has a market capitalization of $507.96 billion, a PE ratio of 25.04 and a beta of 1.00. The company has a 50 day moving average price of $549.85 and a 200-day moving average price of $532.96. Vanguard S&P 500 ETF has a fifty-two week low of $453.60 and a fifty-two week high of $561.86.

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.