Vanguard S&P 500 ETF (NYSEARCA:VOO) Stock Position Trimmed by Oak Harbor Wealth Partners LLC

Oak Harbor Wealth Partners LLC reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.7% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 50,996 shares of the company’s stock after selling 375 shares during the quarter. Vanguard S&P 500 ETF accounts for about 7.5% of Oak Harbor Wealth Partners LLC’s investment portfolio, making the stock its largest position. Oak Harbor Wealth Partners LLC’s holdings in Vanguard S&P 500 ETF were worth $22,275,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. BlackDiamond Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF by 2.8% during the 4th quarter. BlackDiamond Wealth Management LLC now owns 2,661 shares of the company’s stock valued at $1,204,000 after purchasing an additional 72 shares during the last quarter. Balboa Wealth Partners grew its position in Vanguard S&P 500 ETF by 9.0% during the 4th quarter. Balboa Wealth Partners now owns 2,601 shares of the company’s stock worth $1,136,000 after acquiring an additional 215 shares during the last quarter. Tidemark LLC purchased a new position in Vanguard S&P 500 ETF in the 4th quarter worth approximately $361,000. Sand Hill Global Advisors LLC increased its stake in Vanguard S&P 500 ETF by 24.9% in the 4th quarter. Sand Hill Global Advisors LLC now owns 542,662 shares of the company’s stock worth $237,035,000 after purchasing an additional 108,111 shares during the period. Finally, JPL Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF in the 4th quarter worth approximately $384,000.

Vanguard S&P 500 ETF Price Performance

Vanguard S&P 500 ETF stock traded down $1.69 during trading hours on Thursday, reaching $485.37. The company had a trading volume of 2,090,522 shares, compared to its average volume of 5,161,903. The company has a 50-day moving average price of $473.82 and a 200 day moving average price of $451.41. The firm has a market cap of $439.73 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a 12-month low of $375.95 and a 12-month high of $489.99.

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.