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

Trevian Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 12.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 144,871 shares of the company’s stock after acquiring an additional 16,016 shares during the period. Vanguard S&P 500 ETF comprises approximately 57.6% of Trevian Wealth Management LLC’s portfolio, making the stock its biggest holding. Trevian Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $78,058,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Ironwood Wealth Management LLC. increased its position in Vanguard S&P 500 ETF by 1.6% during the second quarter. Ironwood Wealth Management LLC. now owns 1,467 shares of the company’s stock worth $734,000 after buying an additional 23 shares during the last quarter. Sei Investments Co. grew its position in shares of Vanguard S&P 500 ETF by 22.3% in the second quarter. Sei Investments Co. now owns 745 shares of the company’s stock valued at $373,000 after purchasing an additional 136 shares during the last quarter. Marshall Wace LLP acquired a new stake in shares of Vanguard S&P 500 ETF in the second quarter valued at about $5,590,000. Mackenzie Financial Corp grew its position in shares of Vanguard S&P 500 ETF by 6.8% in the second quarter. Mackenzie Financial Corp now owns 9,548 shares of the company’s stock valued at $4,775,000 after purchasing an additional 610 shares during the last quarter. Finally, Granite Bay Wealth Management LLC grew its position in shares of Vanguard S&P 500 ETF by 12.6% in the second quarter. Granite Bay Wealth Management LLC now owns 769 shares of the company’s stock valued at $385,000 after purchasing an additional 86 shares during the last quarter.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA:VOO opened at $553.41 on Thursday. The company has a market cap of $501.37 billion, a P/E ratio of 25.04 and a beta of 1.00. The stock’s 50-day moving average is $549.03 and its 200-day moving average is $529.27. Vanguard S&P 500 ETF has a 52-week low of $443.75 and a 52-week high of $561.66.

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.