Institute for Wealth Management LLC. Has $773,000 Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Institute for Wealth Management LLC. trimmed its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 17.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,503 shares of the company’s stock after selling 326 shares during the quarter. Institute for Wealth Management LLC.’s holdings in Vanguard S&P 500 ETF were worth $773,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Johnson Investment Counsel Inc. lifted its stake in shares of Vanguard S&P 500 ETF by 11.3% in the 1st quarter. Johnson Investment Counsel Inc. now owns 51,555 shares of the company’s stock valued at $26,494,000 after purchasing an additional 5,238 shares during the period. Community Bank N.A. increased its position in Vanguard S&P 500 ETF by 918.3% in the 1st quarter. Community Bank N.A. now owns 22,178 shares of the company’s stock valued at $11,397,000 after buying an additional 20,000 shares in the last quarter. PSI Advisors LLC increased its position in Vanguard S&P 500 ETF by 4,625.0% in the 1st quarter. PSI Advisors LLC now owns 189 shares of the company’s stock valued at $97,000 after buying an additional 185 shares in the last quarter. Aspiriant LLC increased its position in Vanguard S&P 500 ETF by 2.5% in the 1st quarter. Aspiriant LLC now owns 155,377 shares of the company’s stock valued at $79,849,000 after buying an additional 3,778 shares in the last quarter. Finally, CWA Asset Management Group LLC increased its position in Vanguard S&P 500 ETF by 1.0% in the 1st quarter. CWA Asset Management Group LLC now owns 13,259 shares of the company’s stock valued at $6,814,000 after buying an additional 136 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of Vanguard S&P 500 ETF stock opened at $549.24 on Friday. Vanguard S&P 500 ETF has a one year low of $442.80 and a one year high of $563.92. The firm has a market capitalization of $1.55 trillion, a price-to-earnings ratio of 25.72 and a beta of 1.01. The business has a 50-day simple moving average of $526.66 and a 200 day simple moving average of $533.72.

About Vanguard S&P 500 ETF

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.