AMI Investment Management Inc. Lowers Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

AMI Investment Management Inc. cut its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,260 shares of the company’s stock after selling 42 shares during the period. Vanguard S&P 500 ETF accounts for 1.5% of AMI Investment Management Inc.’s holdings, making the stock its 22nd biggest holding. AMI Investment Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $3,608,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Yarger Wealth Strategies LLC grew its position in Vanguard S&P 500 ETF by 6.1% in the 4th quarter. Yarger Wealth Strategies LLC now owns 5,276 shares of the company’s stock valued at $2,305,000 after acquiring an additional 303 shares during the last quarter. Strong Tower Advisory Services purchased a new stake in shares of Vanguard S&P 500 ETF in the 4th quarter worth $528,000. Francis Financial Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 3.5% in the 4th quarter. Francis Financial Inc. now owns 148,657 shares of the company’s stock worth $64,933,000 after buying an additional 4,958 shares during the period. Transform Wealth LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 12.2% in the 4th quarter. Transform Wealth LLC now owns 1,693 shares of the company’s stock worth $740,000 after buying an additional 184 shares during the period. Finally, Ritholtz Wealth Management lifted its holdings in shares of Vanguard S&P 500 ETF by 2.8% in the 4th quarter. Ritholtz Wealth Management now owns 3,964 shares of the company’s stock worth $1,732,000 after buying an additional 109 shares during the period.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock traded up $0.01 during mid-day trading on Thursday, hitting $480.77. The stock had a trading volume of 4,062,649 shares, compared to its average volume of 5,299,928. Vanguard S&P 500 ETF has a 12-month low of $366.29 and a 12-month high of $483.23. The firm has a market capitalization of $384.63 billion, a P/E ratio of 19.80 and a beta of 1.00. The firm’s 50-day moving average is $462.32 and its two-hundred day moving average is $429.78.

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.