Vanguard S&P 500 ETF (NYSEARCA:VOO) Holdings Reduced by Brass Tax Wealth Management Inc.

Brass Tax Wealth Management Inc. trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 133,819 shares of the company’s stock after selling 7,755 shares during the period. Vanguard S&P 500 ETF makes up about 14.4% of Brass Tax Wealth Management Inc.’s investment portfolio, making the stock its largest holding. Brass Tax Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $68,771,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Atala Financial Inc purchased a new position in shares of Vanguard S&P 500 ETF in the 1st quarter worth $28,000. Redmont Wealth Advisors LLC purchased a new position in shares of Vanguard S&P 500 ETF in the 1st quarter worth $29,000. Putney Financial Group LLC purchased a new position in shares of Vanguard S&P 500 ETF in the 4th quarter worth $42,000. Delos Wealth Advisors LLC lifted its position in Vanguard S&P 500 ETF by 166.7% during the fourth quarter. Delos Wealth Advisors LLC now owns 80 shares of the company’s stock valued at $43,000 after purchasing an additional 50 shares in the last quarter. Finally, Measured Risk Portfolios Inc. purchased a new position in Vanguard S&P 500 ETF during the fourth quarter valued at $48,000.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA VOO opened at $575.22 on Monday. The company has a market capitalization of $692.72 billion, a PE ratio of 24.97 and a beta of 1.00. The business’s fifty day moving average is $543.05 and its 200 day moving average is $534.24. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $575.67.

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.