Next Level Wealth Planning LLC Acquires 5,350 Shares of Vanguard S&P 500 ETF $VOO

Next Level Wealth Planning LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 86,626 shares of the company’s stock after acquiring an additional 5,350 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 31.5% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its biggest holding. Next Level Wealth Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $49,206,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Afbi LP bought a new position in shares of Vanguard S&P 500 ETF in the first quarter valued at approximately $20,494,431,000. Vanguard Group Inc. lifted its stake in Vanguard S&P 500 ETF by 5.9% during the 1st quarter. Vanguard Group Inc. now owns 34,450,749 shares of the company’s stock valued at $17,704,584,000 after acquiring an additional 1,933,389 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Vanguard S&P 500 ETF by 23.9% during the 1st quarter. JPMorgan Chase & Co. now owns 29,230,561 shares of the company’s stock valued at $15,021,878,000 after acquiring an additional 5,647,924 shares in the last quarter. Raymond James Financial Inc. boosted its holdings in Vanguard S&P 500 ETF by 0.9% during the 1st quarter. Raymond James Financial Inc. now owns 26,653,704 shares of the company’s stock worth $13,697,605,000 after acquiring an additional 238,402 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of Vanguard S&P 500 ETF by 2.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 13,225,319 shares of the company’s stock worth $6,796,624,000 after acquiring an additional 373,546 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $617.40 on Tuesday. The firm has a 50-day moving average of $596.73 and a 200-day moving average of $556.57. Vanguard S&P 500 ETF has a one year low of $442.80 and a one year high of $618.42. The company has a market cap of $764.80 billion, a P/E ratio of 24.97 and a beta of 1.00.

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.