Lake Street Private Wealth LLC Boosts Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Lake Street Private Wealth LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 119.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,082 shares of the company’s stock after purchasing an additional 7,119 shares during the quarter. Vanguard S&P 500 ETF accounts for about 1.1% of Lake Street Private Wealth LLC’s holdings, making the stock its 20th biggest position. Lake Street Private Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $7,048,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VOO. Graves Light Lenhart Wealth Inc. increased its holdings in shares of Vanguard S&P 500 ETF by 1.0% in the 4th quarter. Graves Light Lenhart Wealth Inc. now owns 1,948 shares of the company’s stock valued at $1,050,000 after purchasing an additional 19 shares in the last quarter. City Center Advisors LLC increased its holdings in Vanguard S&P 500 ETF by 3.1% in the third quarter. City Center Advisors LLC now owns 667 shares of the company’s stock valued at $352,000 after buying an additional 20 shares in the last quarter. Castleview Partners LLC lifted its position in shares of Vanguard S&P 500 ETF by 1.6% during the 3rd quarter. Castleview Partners LLC now owns 1,286 shares of the company’s stock valued at $678,000 after acquiring an additional 20 shares during the period. Merkkuri Wealth Advisors LLC boosted its stake in shares of Vanguard S&P 500 ETF by 3.4% during the 3rd quarter. Merkkuri Wealth Advisors LLC now owns 601 shares of the company’s stock worth $317,000 after acquiring an additional 20 shares in the last quarter. Finally, L. Roy Papp & Associates LLP grew its holdings in shares of Vanguard S&P 500 ETF by 4.5% in the 3rd quarter. L. Roy Papp & Associates LLP now owns 461 shares of the company’s stock worth $243,000 after acquiring an additional 20 shares during the period.

Vanguard S&P 500 ETF Stock Performance

Shares of VOO stock opened at $549.46 on Friday. The stock has a fifty day moving average price of $547.58 and a 200 day moving average price of $526.80. The stock has a market cap of $497.79 billion, a PE 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 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.