Compound Planning Inc. Boosts Holdings in Vanguard S&P 500 ETF $VOO

Compound Planning Inc. grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 25.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 70,482 shares of the company’s stock after purchasing an additional 14,368 shares during the period. Vanguard S&P 500 ETF makes up about 1.7% of Compound Planning Inc.’s investment portfolio, making the stock its 11th largest position. Compound Planning Inc.’s holdings in Vanguard S&P 500 ETF were worth $36,222,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Iron Horse Wealth Management LLC increased its holdings in Vanguard S&P 500 ETF by 1.1% in the first quarter. Iron Horse Wealth Management LLC now owns 1,866 shares of the company’s stock worth $959,000 after buying an additional 20 shares during the last quarter. Marshall Investment Management LLC increased its holdings in Vanguard S&P 500 ETF by 0.8% in the first quarter. Marshall Investment Management LLC now owns 2,467 shares of the company’s stock worth $1,268,000 after buying an additional 20 shares during the last quarter. Powell Investment Advisors LLC increased its holdings in Vanguard S&P 500 ETF by 5.1% in the first quarter. Powell Investment Advisors LLC now owns 410 shares of the company’s stock worth $211,000 after buying an additional 20 shares during the last quarter. RMR Capital Management LLC increased its holdings in Vanguard S&P 500 ETF by 5.4% in the first quarter. RMR Capital Management LLC now owns 393 shares of the company’s stock worth $202,000 after buying an additional 20 shares during the last quarter. Finally, Accredited Wealth Management LLC increased its holdings in Vanguard S&P 500 ETF by 10.3% in the first quarter. Accredited Wealth Management LLC now owns 215 shares of the company’s stock worth $110,000 after buying an additional 20 shares during the last quarter.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $584.27 on Friday. Vanguard S&P 500 ETF has a 52 week low of $442.80 and a 52 week high of $594.03. The stock’s 50 day moving average price is $574.35 and its 200 day moving average price is $542.34. The company has a market capitalization of $702.02 billion, a P/E ratio of 24.97 and a beta of 1.00.

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.