Simplicity Wealth LLC Trims Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Simplicity Wealth LLC trimmed its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 26.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 81,271 shares of the company’s stock after selling 29,715 shares during the quarter. Vanguard S&P 500 ETF makes up 4.0% of Simplicity Wealth LLC’s holdings, making the stock its 3rd biggest holding. Simplicity Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $42,884,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Vanguard S&P 500 ETF by 11.1% in the first quarter. Vanguard Group Inc. now owns 25,386,297 shares of the company’s stock worth $12,203,193,000 after purchasing an additional 2,546,192 shares in the last quarter. Raymond James & Associates boosted its stake in Vanguard S&P 500 ETF by 0.4% during the second quarter. Raymond James & Associates now owns 23,105,510 shares of the company’s stock worth $11,555,758,000 after acquiring an additional 98,106 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Vanguard S&P 500 ETF by 95.8% in the first quarter. JPMorgan Chase & Co. now owns 21,245,952 shares of the company’s stock worth $10,212,930,000 after purchasing an additional 10,393,926 shares during the period. Envestnet Asset Management Inc. increased its stake in Vanguard S&P 500 ETF by 1.3% in the second quarter. Envestnet Asset Management Inc. now owns 12,542,242 shares of the company’s stock valued at $6,272,751,000 after purchasing an additional 160,184 shares in the last quarter. Finally, Strategic Financial Concepts LLC boosted its position in shares of Vanguard S&P 500 ETF by 32,889.4% during the 2nd quarter. Strategic Financial Concepts LLC now owns 7,252,393 shares of the company’s stock worth $3,627,139,000 after purchasing an additional 7,230,409 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of Vanguard S&P 500 ETF stock opened at $532.74 on Friday. The business has a 50-day simple moving average of $512.70 and a 200 day simple moving average of $496.64. The firm has a market capitalization of $482.64 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a one year low of $375.95 and a one year high of $533.43.

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.