Connecticut Wealth Management LLC Raises Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Connecticut Wealth Management LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 10.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,831 shares of the company’s stock after acquiring an additional 1,728 shares during the period. Connecticut Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $8,225,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. River Street Advisors LLC raised its holdings in Vanguard S&P 500 ETF by 4.6% during the 4th quarter. River Street Advisors LLC now owns 1,305 shares of the company’s stock valued at $570,000 after buying an additional 57 shares during the period. Sightline Wealth Advisors LLC raised its position in Vanguard S&P 500 ETF by 15.6% in the 4th quarter. Sightline Wealth Advisors LLC now owns 2,752 shares of the company’s stock worth $1,202,000 after purchasing an additional 371 shares during the period. Phillips Financial Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 0.4% during the 3rd quarter. Phillips Financial Management LLC now owns 75,969 shares of the company’s stock worth $29,833,000 after acquiring an additional 275 shares during the last quarter. LVW Advisors LLC boosted its stake in shares of Vanguard S&P 500 ETF by 16.8% during the fourth quarter. LVW Advisors LLC now owns 3,755 shares of the company’s stock valued at $1,640,000 after purchasing an additional 540 shares during the period. Finally, Wellington Management Group LLP grew its stake in Vanguard S&P 500 ETF by 25.1% in the 3rd quarter. Wellington Management Group LLP now owns 91,239 shares of the company’s stock worth $35,830,000 after acquiring an additional 18,314 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of NYSEARCA:VOO traded up $5.76 during trading on Friday, reaching $469.98. 4,586,859 shares of the company were exchanged, compared to its average volume of 5,467,846. The firm has a market capitalization of $425.78 billion, a PE ratio of 25.04 and a beta of 1.00. The business’s fifty day simple moving average is $470.58 and its 200-day simple moving average is $442.55. Vanguard S&P 500 ETF has a 12-month low of $370.92 and a 12-month high of $483.23.

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.