Litman Gregory Wealth Management LLC Decreases Position in Vanguard S&P 500 ETF $VOO

Litman Gregory Wealth Management LLC lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 247,737 shares of the company’s stock after selling 13,416 shares during the period. Vanguard S&P 500 ETF accounts for 11.1% of Litman Gregory Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Litman Gregory Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $140,722,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the business. Atala Financial Inc acquired a new position in Vanguard S&P 500 ETF during the 1st quarter worth about $28,000. Redmont Wealth Advisors LLC bought a new position in shares of Vanguard S&P 500 ETF in the first quarter worth about $29,000. Bay Harbor Wealth Management LLC lifted its position in shares of Vanguard S&P 500 ETF by 800.0% during the second quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock worth $41,000 after purchasing an additional 64 shares in the last quarter. Lord & Richards Wealth Management LLC bought a new stake in shares of Vanguard S&P 500 ETF during the first quarter valued at approximately $40,000. Finally, Elevate Wealth Advisory Inc. increased its holdings in shares of 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 purchasing an additional 41 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $617.40 on Tuesday. The company has a market cap of $764.80 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The stock’s fifty day moving average price is $596.73 and its two-hundred day moving average price is $556.57. Vanguard S&P 500 ETF has a 52-week low of $442.80 and a 52-week high of $618.42.

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.