Helen Stephens Group LLC Sells 123 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Helen Stephens Group LLC lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,325 shares of the company’s stock after selling 123 shares during the period. Vanguard S&P 500 ETF accounts for approximately 0.5% of Helen Stephens Group LLC’s investment portfolio, making the stock its 28th biggest holding. Helen Stephens Group LLC’s holdings in Vanguard S&P 500 ETF were worth $1,792,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Cranbrook Wealth Management LLC increased its stake in Vanguard S&P 500 ETF by 4.1% during the 4th quarter. Cranbrook Wealth Management LLC now owns 980 shares of the company’s stock worth $528,000 after acquiring an additional 39 shares during the period. Sax Wealth Advisors LLC increased its stake in shares of Vanguard S&P 500 ETF by 8.4% in the 4th quarter. Sax Wealth Advisors LLC now owns 10,058 shares of the company’s stock valued at $5,419,000 after purchasing an additional 777 shares during the last quarter. Grant GrossMendelsohn LLC raised its stake in Vanguard S&P 500 ETF by 10.9% during the fourth quarter. Grant GrossMendelsohn LLC now owns 8,541 shares of the company’s stock worth $4,602,000 after acquiring an additional 837 shares in the last quarter. Walker Asset Management LLC lifted its stake in Vanguard S&P 500 ETF by 10.3% in the 4th quarter. Walker Asset Management LLC now owns 1,662 shares of the company’s stock valued at $896,000 after purchasing an additional 155 shares during the last quarter. Finally, Relyea Zuckerberg Hanson LLC boosted its holdings in shares of Vanguard S&P 500 ETF by 7.3% during the 4th quarter. Relyea Zuckerberg Hanson LLC now owns 13,946 shares of the company’s stock valued at $7,514,000 after acquiring an additional 950 shares in the last quarter.

Vanguard S&P 500 ETF Trading Up 1.0 %

NYSEARCA:VOO opened at $549.46 on Friday. The stock’s 50-day moving average is $547.59 and its 200-day moving average is $526.47. The stock has a market cap of $497.79 billion, a P/E ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $434.16 and a 1-year high of $559.96.

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.