Liberty Wealth Management LLC Has $4.53 Million Stock Holdings in Vanguard S&P 500 ETF $VOO

Liberty Wealth Management LLC trimmed its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,982 shares of the company’s stock after selling 77 shares during the period. Liberty Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $4,534,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Redmont Wealth Advisors LLC acquired a new stake in shares of Vanguard S&P 500 ETF during the 1st quarter valued at about $29,000. Bernard Wealth Management Corp. acquired a new position in Vanguard S&P 500 ETF in the second quarter worth approximately $30,000. Lord & Richards Wealth Management LLC bought a new position in Vanguard S&P 500 ETF during the first quarter valued at approximately $40,000. Bay Harbor Wealth Management LLC lifted its stake in Vanguard S&P 500 ETF by 800.0% in the second quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock valued at $41,000 after acquiring an additional 64 shares during the last quarter. Finally, Elevate Wealth Advisory Inc. lifted its stake in Vanguard S&P 500 ETF by 83.7% in the first quarter. Elevate Wealth Advisory Inc. now owns 90 shares of the company’s stock valued at $47,000 after acquiring an additional 41 shares during the last quarter.

Vanguard S&P 500 ETF Stock Up 0.8%

Shares of VOO opened at $622.55 on Monday. The firm has a market cap of $774.71 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The company’s fifty day moving average is $604.92 and its 200-day moving average is $567.67. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $623.79.

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.