Heritage Wealth Management Inc. Has $2.86 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Wealth Management Inc. grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,315 shares of the company’s stock after purchasing an additional 175 shares during the period. Vanguard S&P 500 ETF comprises about 1.0% of Heritage Wealth Management Inc.’s investment portfolio, making the stock its 18th biggest position. Heritage Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $2,864,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Graves Light Lenhart Wealth Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 1.0% during the 4th quarter. Graves Light Lenhart Wealth Inc. now owns 1,948 shares of the company’s stock worth $1,050,000 after acquiring an additional 19 shares during the period. Retirement Financial Solutions LLC lifted its holdings in Vanguard S&P 500 ETF by 0.6% during the 4th quarter. Retirement Financial Solutions LLC now owns 3,316 shares of the company’s stock valued at $1,787,000 after purchasing an additional 19 shares during the last quarter. LifeSteps Financial Inc. lifted its holdings in Vanguard S&P 500 ETF by 2.0% during the 4th quarter. LifeSteps Financial Inc. now owns 988 shares of the company’s stock valued at $532,000 after purchasing an additional 19 shares during the last quarter. Weinberger Asset Management Inc lifted its holdings in Vanguard S&P 500 ETF by 0.6% during the 4th quarter. Weinberger Asset Management Inc now owns 3,137 shares of the company’s stock valued at $1,690,000 after purchasing an additional 19 shares during the last quarter. Finally, Catalyst Private Wealth LLC lifted its holdings in Vanguard S&P 500 ETF by 1.4% during the 3rd quarter. Catalyst Private Wealth LLC now owns 1,494 shares of the company’s stock valued at $788,000 after purchasing an additional 20 shares during the last quarter.

Vanguard S&P 500 ETF Stock Up 1.6 %

Shares of VOO stock opened at $546.33 on Friday. Vanguard S&P 500 ETF has a 12-month low of $453.90 and a 12-month high of $563.92. The company has a market capitalization of $1.45 trillion, a P/E ratio of 26.67 and a beta of 1.01. The firm has a 50-day moving average price of $550.08 and a 200 day moving average price of $538.06.

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.