Phillips Wealth Planners LLC Has $5 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Phillips Wealth Planners LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,357 shares of the company’s stock after purchasing an additional 615 shares during the period. Vanguard S&P 500 ETF accounts for 5.0% of Phillips Wealth Planners LLC’s investment portfolio, making the stock its biggest holding. Phillips Wealth Planners LLC’s holdings in Vanguard S&P 500 ETF were worth $4,996,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of VOO. Marquette Asset Management LLC bought a new stake in Vanguard S&P 500 ETF during the 3rd quarter valued at $36,000. Prospera Private Wealth LLC bought a new position in shares of Vanguard S&P 500 ETF in the third quarter worth approximately $46,000. Abich Financial Wealth Management LLC bought a new position in shares of Vanguard S&P 500 ETF in the second quarter worth approximately $50,000. Kennebec Savings Bank purchased a new stake in Vanguard S&P 500 ETF in the third quarter worth approximately $51,000. Finally, Urban Financial Advisory Corp purchased a new stake in Vanguard S&P 500 ETF in the third quarter worth approximately $51,000.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $557.61 on Thursday. The firm has a market cap of $505.17 billion, a PE ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a fifty-two week low of $443.75 and a fifty-two week high of $559.96. The business has a 50 day moving average price of $547.67 and a 200-day moving average price of $527.71.

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.