Worth Asset Management LLC Has $5.57 Million Position in Vanguard S&P 500 ETF $VOO

Worth Asset Management LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 16.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,101 shares of the company’s stock after purchasing an additional 1,256 shares during the quarter. Vanguard S&P 500 ETF accounts for about 2.5% of Worth Asset Management LLC’s investment portfolio, making the stock its 7th biggest holding. Worth Asset Management LLC’s holdings in Vanguard S&P 500 ETF were worth $5,573,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Cahaba Wealth Management Inc. increased its holdings in Vanguard S&P 500 ETF by 10.7% in the 3rd quarter. Cahaba Wealth Management Inc. now owns 1,291 shares of the company’s stock worth $791,000 after buying an additional 125 shares in the last quarter. Perigon Wealth Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF by 2.3% during the 3rd quarter. Perigon Wealth Management LLC now owns 105,002 shares of the company’s stock valued at $64,301,000 after acquiring an additional 2,333 shares during the last quarter. Ehrlich Financial Group boosted its holdings in shares of Vanguard S&P 500 ETF by 9.9% during the 3rd quarter. Ehrlich Financial Group now owns 568 shares of the company’s stock valued at $348,000 after acquiring an additional 51 shares during the last quarter. Sapient Capital LLC grew its stake in shares of Vanguard S&P 500 ETF by 4.4% in the third quarter. Sapient Capital LLC now owns 23,940 shares of the company’s stock worth $14,648,000 after acquiring an additional 1,017 shares during the period. Finally, Lakeridge Wealth Management LLC raised its holdings in shares of Vanguard S&P 500 ETF by 3.9% during the third quarter. Lakeridge Wealth Management LLC now owns 1,286 shares of the company’s stock valued at $788,000 after purchasing an additional 48 shares during the last quarter.

Vanguard S&P 500 ETF Stock Up 0.0%

Shares of Vanguard S&P 500 ETF stock opened at $634.84 on Friday. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month high of $636.08. The company’s 50 day moving average is $623.60 and its 200 day moving average is $600.09. The company has a market cap of $790.00 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

Vanguard S&P 500 ETF Company 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.