Defined Wealth Management LLC Has $9.52 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Defined Wealth Management LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,671 shares of the company’s stock after selling 94 shares during the period. Vanguard S&P 500 ETF comprises approximately 6.3% of Defined Wealth Management LLC’s investment portfolio, making the stock its largest holding. Defined Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $9,521,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. International Assets Investment Management LLC raised its stake in Vanguard S&P 500 ETF by 57,975.9% in the 3rd quarter. International Assets Investment Management LLC now owns 7,915,751 shares of the company’s stock valued at $4,176,904,000 after acquiring an additional 7,902,121 shares during the period. JPMorgan Chase & Co. increased its stake in shares of Vanguard S&P 500 ETF by 13.7% in the third quarter. JPMorgan Chase & Co. now owns 23,924,836 shares of the company’s stock worth $12,624,419,000 after purchasing an additional 2,879,321 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC bought a new stake in shares of Vanguard S&P 500 ETF in the fourth quarter valued at approximately $846,735,000. Accredited Investors Inc. lifted its stake in shares of Vanguard S&P 500 ETF by 25,687.6% during the 3rd quarter. Accredited Investors Inc. now owns 1,300,211 shares of the company’s stock valued at $686,082,000 after buying an additional 1,295,169 shares in the last quarter. Finally, Alaska Permanent Fund Corp boosted its holdings in Vanguard S&P 500 ETF by 46,874.1% in the 4th quarter. Alaska Permanent Fund Corp now owns 535,035 shares of the company’s stock worth $288,282,000 after buying an additional 533,896 shares during the period.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $549.46 on Friday. The stock has a market capitalization of $497.79 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. The company’s fifty day simple moving average is $547.59 and its two-hundred day simple moving average is $526.47. Vanguard S&P 500 ETF has a 1 year low of $434.16 and a 1 year high of $559.96.

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.