Holistic Planning LLC Boosts Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Holistic Planning LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 10.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,302 shares of the company’s stock after purchasing an additional 1,451 shares during the period. Vanguard S&P 500 ETF comprises 2.7% of Holistic Planning LLC’s holdings, making the stock its 7th largest position. Holistic Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $7,864,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Atala Financial Inc acquired a new position in Vanguard S&P 500 ETF during the first quarter worth $28,000. Putney Financial Group LLC acquired a new position in shares of Vanguard S&P 500 ETF during the 4th quarter worth about $42,000. Delos Wealth Advisors LLC grew its holdings in shares of Vanguard S&P 500 ETF by 166.7% in the 4th quarter. Delos Wealth Advisors LLC now owns 80 shares of the company’s stock valued at $43,000 after acquiring an additional 50 shares in the last quarter. Measured Risk Portfolios Inc. acquired a new stake in shares of Vanguard S&P 500 ETF in the fourth quarter valued at about $48,000. Finally, Sherman Asset Management Inc. bought a new stake in Vanguard S&P 500 ETF during the fourth quarter worth about $52,000.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA VOO opened at $564.15 on Friday. The stock has a 50 day moving average price of $533.40 and a 200 day moving average price of $533.71. The stock has a market capitalization of $693.16 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52 week low of $442.80 and a 52 week high of $565.61.

About Vanguard S&P 500 ETF

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.