KWB Wealth Sells 193 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

KWB Wealth lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,545 shares of the company’s stock after selling 193 shares during the period. Vanguard S&P 500 ETF comprises about 1.3% of KWB Wealth’s holdings, making the stock its 20th largest holding. KWB Wealth’s holdings in Vanguard S&P 500 ETF were worth $10,313,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Crane Advisory LLC lifted its stake in shares of Vanguard S&P 500 ETF by 2.0% in the 4th quarter. Crane Advisory LLC now owns 178,443 shares of the company’s stock valued at $97,144,000 after acquiring an additional 3,471 shares during the last quarter. Ignite Planners LLC lifted its stake in shares of Vanguard S&P 500 ETF by 5.1% in the 4th quarter. Ignite Planners LLC now owns 8,781 shares of the company’s stock valued at $4,780,000 after acquiring an additional 430 shares during the last quarter. Tlwm lifted its stake in shares of Vanguard S&P 500 ETF by 6.6% in the 4th quarter. Tlwm now owns 1,932 shares of the company’s stock valued at $1,041,000 after acquiring an additional 120 shares during the last quarter. Cardinal Point Capital Management ULC lifted its stake in shares of Vanguard S&P 500 ETF by 2.0% in the 4th quarter. Cardinal Point Capital Management ULC now owns 4,223 shares of the company’s stock valued at $2,275,000 after acquiring an additional 84 shares during the last quarter. Finally, Myecfo LLC lifted its stake in shares of Vanguard S&P 500 ETF by 6.4% in the 4th quarter. Myecfo LLC now owns 4,722 shares of the company’s stock valued at $2,546,000 after acquiring an additional 285 shares during the last quarter.

Vanguard S&P 500 ETF Trading Up 0.1 %

NYSEARCA VOO opened at $535.26 on Wednesday. Vanguard S&P 500 ETF has a 1-year low of $431.81 and a 1-year high of $559.96. The stock has a 50-day moving average of $547.62 and a 200-day moving average of $526.21. The firm has a market cap of $484.92 billion, a PE ratio of 25.04 and a beta of 1.00.

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.