National Wealth Management Group LLC Has $2.07 Million Stake in Vanguard S&P 500 ETF $VOO

National Wealth Management Group LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 149.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,650 shares of the company’s stock after buying an additional 2,185 shares during the quarter. Vanguard S&P 500 ETF makes up approximately 1.2% of National Wealth Management Group LLC’s portfolio, making the stock its 23rd biggest position. National Wealth Management Group LLC’s holdings in Vanguard S&P 500 ETF were worth $2,073,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of Vanguard S&P 500 ETF by 6.5% in the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock worth $18,602,000 after purchasing an additional 2,112 shares during the period. Bison Wealth LLC raised its stake in Vanguard S&P 500 ETF by 6.1% during the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock worth $2,581,000 after buying an additional 277 shares during the last quarter. Invesco Ltd. raised its stake in Vanguard S&P 500 ETF by 255.4% during the first quarter. Invesco Ltd. now owns 2,566 shares of the company’s stock worth $1,319,000 after buying an additional 1,844 shares during the last quarter. Nuveen LLC acquired a new position in Vanguard S&P 500 ETF in the first quarter valued at $9,704,000. Finally, Russell Investments Group Ltd. boosted its position in Vanguard S&P 500 ETF by 14.4% during the first quarter. Russell Investments Group Ltd. now owns 6,983 shares of the company’s stock valued at $3,589,000 after acquiring an additional 880 shares during the last quarter.

Vanguard S&P 500 ETF Trading Down 1.1%

VOO stock opened at $626.87 on Monday. The firm has a market cap of $780.08 billion, a PE ratio of 24.97 and a beta of 1.00. The stock has a 50-day moving average price of $620.26 and a 200-day moving average price of $594.74. Vanguard S&P 500 ETF has a 1-year low of $442.80 and a 1-year high of $634.13.

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.