Adell Harriman & Carpenter Inc. Takes $227,000 Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Adell Harriman & Carpenter Inc. acquired a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 520 shares of the company’s stock, valued at approximately $227,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. River Street Advisors LLC grew its holdings in Vanguard S&P 500 ETF by 4.6% in the fourth quarter. River Street Advisors LLC now owns 1,305 shares of the company’s stock worth $570,000 after purchasing an additional 57 shares during the last quarter. Sightline Wealth Advisors LLC increased its holdings in shares of Vanguard S&P 500 ETF by 15.6% during the 4th quarter. Sightline Wealth Advisors LLC now owns 2,752 shares of the company’s stock valued at $1,202,000 after purchasing an additional 371 shares in the last quarter. Phillips Financial Management LLC boosted its position in Vanguard S&P 500 ETF by 0.4% during the third quarter. Phillips Financial Management LLC now owns 75,969 shares of the company’s stock worth $29,833,000 after purchasing an additional 275 shares in the last quarter. LVW Advisors LLC increased its stake in shares of Vanguard S&P 500 ETF by 16.8% during the fourth quarter. LVW Advisors LLC now owns 3,755 shares of the company’s stock worth $1,640,000 after purchasing an additional 540 shares in the last quarter. Finally, Wellington Management Group LLP raised its position in shares of Vanguard S&P 500 ETF by 25.1% in the third quarter. Wellington Management Group LLP now owns 91,239 shares of the company’s stock valued at $35,830,000 after buying an additional 18,314 shares during the last quarter.

Vanguard S&P 500 ETF Stock Down 0.3 %

NYSEARCA VOO traded down $1.35 on Tuesday, reaching $467.49. The stock had a trading volume of 833,291 shares, compared to its average volume of 5,445,327. The stock has a fifty day moving average price of $470.41 and a two-hundred day moving average price of $441.33. Vanguard S&P 500 ETF has a 12-month low of $370.92 and a 12-month high of $483.23. The firm has a market capitalization of $423.53 billion, a price-to-earnings ratio of 25.59 and a beta of 1.00.

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.