Wheelhouse Advisory Group LLC Acquires New Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Wheelhouse Advisory Group LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 30,264 shares of the company’s stock, valued at approximately $13,220,000. Vanguard S&P 500 ETF makes up approximately 11.9% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its largest position.

A number of other institutional investors also recently modified their holdings of VOO. Moneta Group Investment Advisors LLC grew its position in shares of Vanguard S&P 500 ETF by 112,624.6% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 136,848,742 shares of the company’s stock valued at $48,080,437,000 after purchasing an additional 136,727,341 shares in the last quarter. Cerity Partners LLC raised its position in shares of Vanguard S&P 500 ETF by 850.0% during the 4th quarter. Cerity Partners LLC now owns 8,877,995 shares of the company’s stock valued at $3,877,908,000 after buying an additional 7,943,467 shares in the last quarter. International Assets Investment Management LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 48,075.4% during the 4th quarter. International Assets Investment Management LLC now owns 5,158,618 shares of the company’s stock worth $2,253,284,000 after acquiring an additional 5,147,910 shares during the last quarter. Envestnet Portfolio Solutions Inc. purchased a new position in Vanguard S&P 500 ETF in the third quarter worth $869,104,000. Finally, BKM Wealth Management LLC bought a new position in Vanguard S&P 500 ETF in the fourth quarter valued at $718,554,000.

Vanguard S&P 500 ETF Price Performance

VOO stock traded down $3.65 during mid-day trading on Friday, hitting $455.29. 2,760,623 shares of the stock were exchanged, compared to its average volume of 5,434,531. The stock has a market capitalization of $412.47 billion, a price-to-earnings ratio of 25.59 and a beta of 1.00. The business has a fifty day moving average price of $469.82 and a 200 day moving average price of $437.34. Vanguard S&P 500 ETF has a 12 month low of $370.92 and a 12 month high of $483.23.

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.