Vanguard S&P 500 ETF (NYSEARCA:VOO) is Defined Wealth Management LLC’s Largest Position

Defined Wealth Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 17,367 shares of the company’s stock after buying an additional 92 shares during the quarter. Vanguard S&P 500 ETF accounts for about 6.0% of Defined Wealth Management LLC’s portfolio, making the stock its largest holding. Defined Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $8,686,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. N.E.W. Advisory Services LLC boosted its stake in Vanguard S&P 500 ETF by 4.1% during the 2nd quarter. N.E.W. Advisory Services LLC now owns 16,762 shares of the company’s stock worth $8,383,000 after purchasing an additional 658 shares during the last quarter. First Western Trust Bank boosted its stake in Vanguard S&P 500 ETF by 9.7% during the 2nd quarter. First Western Trust Bank now owns 337,317 shares of the company’s stock worth $168,702,000 after purchasing an additional 29,855 shares during the last quarter. Bordeaux Wealth Advisors LLC boosted its stake in Vanguard S&P 500 ETF by 7.1% during the 2nd quarter. Bordeaux Wealth Advisors LLC now owns 6,142 shares of the company’s stock worth $3,072,000 after purchasing an additional 405 shares during the last quarter. Hudock Inc. raised its holdings in shares of Vanguard S&P 500 ETF by 20.9% during the 2nd quarter. Hudock Inc. now owns 13,156 shares of the company’s stock worth $6,580,000 after acquiring an additional 2,278 shares during the period. Finally, National Bank of Canada FI raised its holdings in shares of Vanguard S&P 500 ETF by 114.0% during the 2nd quarter. National Bank of Canada FI now owns 137,759 shares of the company’s stock worth $68,955,000 after acquiring an additional 73,389 shares during the period.

Vanguard S&P 500 ETF Stock Down 0.2 %

NYSEARCA VOO opened at $505.05 on Friday. Vanguard S&P 500 ETF has a 52 week low of $375.95 and a 52 week high of $519.40. The business’s fifty day simple moving average is $505.10 and its 200-day simple moving average is $487.49. The firm has a market cap of $457.56 billion, a PE ratio of 25.04 and a beta of 1.00.

About Vanguard S&P 500 ETF

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.