Wingate Wealth Advisors Inc. Raises Stake in Vanguard S&P 500 ETF $VOO

Wingate Wealth Advisors Inc. raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 31.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,430 shares of the company’s stock after acquiring an additional 824 shares during the period. Vanguard S&P 500 ETF makes up 1.5% of Wingate Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd largest holding. Wingate Wealth Advisors Inc.’s holdings in Vanguard S&P 500 ETF were worth $2,101,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in Vanguard S&P 500 ETF by 6.5% in the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after purchasing an additional 2,112 shares in the last quarter. Bison Wealth LLC lifted its position in shares of Vanguard S&P 500 ETF by 6.1% during the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock worth $2,581,000 after purchasing an additional 277 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of Vanguard S&P 500 ETF during the first quarter worth about $87,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Vanguard S&P 500 ETF by 173.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 218,630 shares of the company’s stock valued at $112,356,000 after buying an additional 138,630 shares during the last quarter. Finally, WBI Investments LLC bought a new stake in shares of Vanguard S&P 500 ETF in the 1st quarter worth about $202,000.

Vanguard S&P 500 ETF Price Performance

Vanguard S&P 500 ETF stock opened at $634.06 on Friday. The company has a market cap of $848.51 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $638.22. The company has a fifty day moving average price of $625.13 and a two-hundred day moving average price of $604.79.

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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.