Oxford Financial Group LTD. LLC Has $6.38 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Oxford Financial Group LTD. LLC trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,837 shares of the company’s stock after selling 161 shares during the quarter. Vanguard S&P 500 ETF accounts for 0.4% of Oxford Financial Group LTD. LLC’s holdings, making the stock its 29th biggest holding. Oxford Financial Group LTD. LLC’s holdings in Vanguard S&P 500 ETF were worth $6,378,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Your Advocates Ltd. LLP acquired a new position in Vanguard S&P 500 ETF in the 4th quarter valued at $29,000. Asset Management One Co. Ltd. lifted its position in shares of Vanguard S&P 500 ETF by 185.0% during the 4th quarter. Asset Management One Co. Ltd. now owns 57 shares of the company’s stock valued at $31,000 after acquiring an additional 37 shares during the period. Prospera Private Wealth LLC bought a new stake in shares of Vanguard S&P 500 ETF during the 3rd quarter valued at $46,000. Urban Financial Advisory Corp bought a new stake in shares of Vanguard S&P 500 ETF during the 3rd quarter valued at $51,000. Finally, Sherman Asset Management Inc. bought a new stake in shares of Vanguard S&P 500 ETF during the 4th quarter valued at $52,000.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $520.13 on Friday. The stock has a fifty day moving average price of $543.63 and a 200-day moving average price of $538.76. The company has a market cap of $1.47 trillion, a price-to-earnings ratio of 25.26 and a beta of 1.01. Vanguard S&P 500 ETF has a fifty-two week low of $453.90 and a fifty-two week high of $563.92.

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.