Litman Gregory Wealth Management LLC Has $97.61 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Litman Gregory Wealth Management LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 8.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 223,463 shares of the company’s stock after buying an additional 17,276 shares during the period. Vanguard S&P 500 ETF makes up about 9.3% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. Litman Gregory Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $97,609,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Life Planning Partners Inc bought a new stake in shares of Vanguard S&P 500 ETF in the 4th quarter worth $25,000. Motco increased its holdings in shares of Vanguard S&P 500 ETF by 172.0% in the 3rd quarter. Motco now owns 68 shares of the company’s stock worth $27,000 after purchasing an additional 43 shares in the last quarter. CGC Financial Services LLC increased its holdings in shares of Vanguard S&P 500 ETF by 1,416.7% in the 3rd quarter. CGC Financial Services LLC now owns 91 shares of the company’s stock worth $36,000 after purchasing an additional 85 shares in the last quarter. Blume Capital Management Inc. increased its holdings in shares of Vanguard S&P 500 ETF by 833.3% in the 3rd quarter. Blume Capital Management Inc. now owns 112 shares of the company’s stock worth $44,000 after purchasing an additional 100 shares in the last quarter. Finally, Woodard & Co. Asset Management Group Inc. ADV purchased a new position in shares of Vanguard S&P 500 ETF in the 4th quarter worth $52,000.

Vanguard S&P 500 ETF Stock Performance

Shares of VOO stock traded down $3.87 on Friday, reaching $455.07. The stock had a trading volume of 9,782,983 shares, compared to its average volume of 5,531,457. The stock has a market cap of $412.28 billion, a P/E ratio of 25.59 and a beta of 1.00. Vanguard S&P 500 ETF has a 1 year low of $370.92 and a 1 year high of $483.23. The company has a 50 day simple moving average of $469.71 and a 200 day simple moving average of $437.78.

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.