Vanguard S&P 500 ETF $VOO is Graetz Wealth LLC’s Largest Position

Graetz Wealth LLC lessened its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 10.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,857 shares of the company’s stock after selling 1,671 shares during the quarter. Vanguard S&P 500 ETF accounts for 7.9% of Graetz Wealth LLC’s investment portfolio, making the stock its biggest position. Graetz Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $8,878,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in shares of Vanguard S&P 500 ETF by 0.5% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock valued at $2,086,000 after acquiring an additional 16 shares during the last quarter. Midwest Heritage Bank FSB increased its stake in Vanguard S&P 500 ETF by 0.7% in the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock worth $1,601,000 after purchasing an additional 17 shares during the period. Clear Harbor Asset Management LLC increased its stake in Vanguard S&P 500 ETF by 3.1% in the 4th quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock worth $353,000 after purchasing an additional 17 shares during the period. Retirement Planning Group LLC NY raised its holdings in Vanguard S&P 500 ETF by 1.1% during the 1st quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after buying an additional 17 shares during the last quarter. Finally, SevenBridge Financial Group LLC grew its holdings in Vanguard S&P 500 ETF by 4.7% in the 3rd quarter. SevenBridge Financial Group LLC now owns 400 shares of the company’s stock worth $251,000 after acquiring an additional 18 shares during the last quarter.

Vanguard S&P 500 ETF Trading Up 0.8%

VOO stock opened at $690.69 on Friday. The firm’s 50-day moving average price is $682.42 and its two-hundred day moving average price is $647.13. Vanguard S&P 500 ETF has a 12-month low of $568.17 and a 12-month high of $699.15. The stock has a market capitalization of $984.64 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.