CFC Planning Co LLC Has $1.65 Million Stock Position in Vanguard S&P 500 ETF $VOO
by Jessica Moore · The Cerbat GemCFC Planning Co LLC raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 11.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,902 shares of the company’s stock after purchasing an additional 296 shares during the period. Vanguard S&P 500 ETF accounts for approximately 1.6% of CFC Planning Co LLC’s holdings, making the stock its 26th biggest holding. CFC Planning Co LLC’s holdings in Vanguard S&P 500 ETF were worth $1,648,000 at the end of the most recent quarter.
Several other institutional investors also recently modified their holdings of the business. Quaker Wealth Management LLC lifted its holdings in Vanguard S&P 500 ETF by 248.4% in the second quarter. Quaker Wealth Management LLC now owns 46 shares of the company’s stock valued at $26,000 after buying an additional 77 shares during the period. Bernard Wealth Management Corp. bought a new stake in shares of Vanguard S&P 500 ETF during the 2nd quarter valued at $30,000. Bay Harbor Wealth Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 800.0% in the 2nd quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock valued at $41,000 after purchasing an additional 64 shares during the period. Elevate Wealth Advisory Inc. boosted its position in shares of Vanguard S&P 500 ETF by 83.7% in the 1st quarter. Elevate Wealth Advisory Inc. now owns 90 shares of the company’s stock worth $47,000 after purchasing an additional 41 shares during the last quarter. Finally, Stone House Investment Management LLC acquired a new stake in shares of Vanguard S&P 500 ETF during the first quarter worth $52,000.
Vanguard S&P 500 ETF Trading Down 1.5%
NYSEARCA VOO opened at $599.96 on Friday. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $634.13. The stock has a 50-day simple moving average of $615.37 and a 200 day simple moving average of $583.65. The company has a market capitalization of $746.60 billion, a PE ratio of 24.97 and a beta of 1.00.
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.
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