Xena Financial Planning LLC Takes $14.33 Million Position in Vanguard S&P 500 ETF $VOO

Xena Financial Planning LLC acquired a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 22,843 shares of the company’s stock, valued at approximately $14,326,000. Vanguard S&P 500 ETF accounts for 16.8% of Xena Financial Planning LLC’s holdings, making the stock its biggest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. West Paces Advisors Inc. lifted its stake in Vanguard S&P 500 ETF by 1.8% in the third quarter. West Paces Advisors Inc. now owns 107,636 shares of the company’s stock valued at $65,914,000 after buying an additional 1,900 shares in the last quarter. Compass Wealth Management LLC acquired a new position in shares of Vanguard S&P 500 ETF in the third quarter valued at approximately $27,782,000. Calamos Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF by 41.2% during the third quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock worth $7,260,000 after acquiring an additional 3,459 shares in the last quarter. Curated Wealth Partners LLC raised its holdings in shares of Vanguard S&P 500 ETF by 12.7% during the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after acquiring an additional 7,931 shares during the period. Finally, Certified Advisory Corp raised its holdings in shares of Vanguard S&P 500 ETF by 37.4% during the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after acquiring an additional 7,110 shares during the period.

Vanguard S&P 500 ETF Trading Up 2.9%

VOO opened at $597.55 on Wednesday. The stock has a market capitalization of $799.65 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $641.81. The firm’s fifty day simple moving average is $623.29 and its 200 day simple moving average is $622.46.

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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.