Laurel Wealth Planning LLC Has $10.84 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Laurel Wealth Planning LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,118 shares of the company’s stock after acquiring an additional 510 shares during the quarter. Vanguard S&P 500 ETF comprises about 7.0% of Laurel Wealth Planning LLC’s investment portfolio, making the stock its 3rd biggest holding. Laurel Wealth Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $10,840,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Alpha Financial Partners LLC increased its holdings in shares of Vanguard S&P 500 ETF by 3.0% in the third quarter. Alpha Financial Partners LLC now owns 1,830 shares of the company’s stock valued at $966,000 after buying an additional 53 shares in the last quarter. SOA Wealth Advisors LLC. raised its position in shares of Vanguard S&P 500 ETF by 2.4% during the third quarter. SOA Wealth Advisors LLC. now owns 53,036 shares of the company’s stock worth $27,985,000 after purchasing an additional 1,235 shares during the period. Vontobel Holding Ltd. purchased a new stake in shares of Vanguard S&P 500 ETF during the third quarter valued at $264,000. Eastern Bank acquired a new position in shares of Vanguard S&P 500 ETF in the 3rd quarter valued at $4,289,000. Finally, Waldron Private Wealth LLC increased its stake in Vanguard S&P 500 ETF by 6.5% in the 3rd quarter. Waldron Private Wealth LLC now owns 37,070 shares of the company’s stock worth $19,622,000 after purchasing an additional 2,272 shares in the last quarter.

Vanguard S&P 500 ETF Trading Up 0.2 %

NYSEARCA VOO opened at $563.67 on Thursday. Vanguard S&P 500 ETF has a 1 year low of $453.60 and a 1 year high of $563.92. The stock’s 50-day moving average price is $550.24 and its two-hundred day moving average price is $534.96. The company has a market cap of $510.66 billion, a PE ratio of 25.04 and a beta of 1.00.

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.