Morton Capital Management LLC CA Increases Stake in Vanguard S&P 500 ETF $VOO

Morton Capital Management LLC CA increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,407 shares of the company’s stock after buying an additional 323 shares during the period. Vanguard S&P 500 ETF comprises approximately 0.4% of Morton Capital Management LLC CA’s holdings, making the stock its 22nd largest holding. Morton Capital Management LLC CA’s holdings in Vanguard S&P 500 ETF were worth $2,503,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Atala Financial Inc purchased a new position in Vanguard S&P 500 ETF in the first quarter valued at about $28,000. Redmont Wealth Advisors LLC purchased a new position in Vanguard S&P 500 ETF in the first quarter valued at about $29,000. Lord & Richards Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF in the first quarter valued at about $40,000. Bay Harbor Wealth Management LLC grew its stake in Vanguard S&P 500 ETF by 800.0% in the second quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock valued at $41,000 after purchasing an additional 64 shares during the last quarter. Finally, Elevate Wealth Advisory Inc. grew its stake in Vanguard S&P 500 ETF by 83.7% in the first quarter. Elevate Wealth Advisory Inc. now owns 90 shares of the company’s stock valued at $47,000 after purchasing an additional 41 shares during the last quarter.

Vanguard S&P 500 ETF Price Performance

VOO opened at $618.77 on Thursday. The business’s 50-day moving average is $598.07 and its two-hundred day moving average is $557.40. Vanguard S&P 500 ETF has a 1 year low of $442.80 and a 1 year high of $618.90. The firm has a market capitalization of $766.50 billion, a PE 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.