Upper Left Wealth Management LLC Makes New $680,000 Investment in Vanguard S&P 500 ETF $VOO

Upper Left Wealth Management LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 1,198 shares of the company’s stock, valued at approximately $680,000.

Several other hedge funds and other institutional investors also recently modified their holdings of VOO. Wealth Enhancement Advisory Services LLC lifted its holdings in Vanguard S&P 500 ETF by 0.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 807,691 shares of the company’s stock worth $415,080,000 after buying an additional 7,255 shares during the period. Retirement Solution LLC raised its position in shares of Vanguard S&P 500 ETF by 31.2% in the 1st quarter. Retirement Solution LLC now owns 1,631 shares of the company’s stock worth $838,000 after acquiring an additional 388 shares in the last quarter. Manning & Napier Advisors LLC lifted its stake in shares of Vanguard S&P 500 ETF by 16.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 154,170 shares of the company’s stock valued at $79,230,000 after purchasing an additional 21,254 shares during the period. Viewpoint Investment Partners Corp lifted its stake in shares of Vanguard S&P 500 ETF by 0.4% in the 1st quarter. Viewpoint Investment Partners Corp now owns 6,318 shares of the company’s stock valued at $3,247,000 after purchasing an additional 28 shares during the period. Finally, Carolina Wealth Advisors LLC bought a new stake in shares of Vanguard S&P 500 ETF during the first quarter valued at approximately $264,000.

Vanguard S&P 500 ETF Trading Down 0.0%

Shares of Vanguard S&P 500 ETF stock opened at $604.44 on Friday. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $605.98. The firm has a market capitalization of $726.25 billion, a P/E ratio of 24.97 and a beta of 1.00. The business has a fifty day simple moving average of $585.76 and a two-hundred day simple moving average of $546.66.

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.