Concurrent Investment Advisors LLC Has $373.36 Million Holdings in Vanguard S&P 500 ETF $VOO

Concurrent Investment Advisors LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 58.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 543,613 shares of the company’s stock after acquiring an additional 199,496 shares during the quarter. Vanguard S&P 500 ETF accounts for about 3.2% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its biggest position. Concurrent Investment Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $373,359,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Bay Harbor Wealth Management LLC boosted its stake in Vanguard S&P 500 ETF by 20.8% in the 2nd quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock valued at $60,000 after buying an additional 15 shares in the last quarter. Spinnaker Trust boosted its stake in shares of Vanguard S&P 500 ETF by 0.4% in the 2nd quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock valued at $2,502,000 after purchasing an additional 15 shares in the last quarter. Hibernia Wealth Partners LLC grew its holdings in shares of Vanguard S&P 500 ETF by 2.6% in the 1st quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock worth $374,000 after purchasing an additional 16 shares during the last quarter. Graves Light Lenhart Wealth Inc. increased its position in shares of Vanguard S&P 500 ETF by 0.9% during the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 1,712 shares of the company’s stock worth $1,176,000 after purchasing an additional 16 shares in the last quarter. Finally, RHL Group LLC lifted its holdings in Vanguard S&P 500 ETF by 50.0% during the 2nd quarter. RHL Group LLC now owns 48 shares of the company’s stock valued at $33,000 after purchasing an additional 16 shares during the last quarter.

Vanguard S&P 500 ETF Trading Up 1.0%

NYSEARCA VOO opened at $710.72 on Friday. Vanguard S&P 500 ETF has a 1-year low of $578.46 and a 1-year high of $716.39. The company has a 50 day moving average of $695.24 and a 200-day moving average of $665.20. The firm has a market cap of $1.01 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.