Flagship Wealth Advisors LLC Has $3.78 Million Stock Position in Vanguard S&P 500 ETF $VOO

Flagship Wealth Advisors LLC cut its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 36.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,652 shares of the company’s stock after selling 3,844 shares during the quarter. Vanguard S&P 500 ETF accounts for 1.6% of Flagship Wealth Advisors LLC’s investment portfolio, making the stock its 19th largest holding. Flagship Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $3,779,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of VOO. Hibernia Wealth Partners LLC lifted its position in shares of Vanguard S&P 500 ETF by 2.6% during the 1st quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock valued at $374,000 after acquiring an additional 16 shares during the period. Midwest Heritage Bank FSB increased its stake in Vanguard S&P 500 ETF by 0.7% in the fourth quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock valued at $1,601,000 after purchasing an additional 17 shares in the last quarter. Clear Harbor Asset Management LLC increased its stake in Vanguard S&P 500 ETF by 3.1% in the fourth quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock valued at $353,000 after purchasing an additional 17 shares in the last quarter. Retirement Planning Group LLC NY raised its holdings in shares of Vanguard S&P 500 ETF by 1.1% during the first quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after purchasing an additional 17 shares during the period. Finally, Cornerstone Advisory LLC raised its holdings in shares of Vanguard S&P 500 ETF by 1.6% during the fourth quarter. Cornerstone Advisory LLC now owns 1,135 shares of the company’s stock valued at $712,000 after purchasing an additional 18 shares during the period.

Vanguard S&P 500 ETF Price Performance

VOO stock opened at $686.65 on Friday. The company’s 50-day moving average is $685.18 and its 200-day moving average is $652.85. The stock has a market capitalization of $978.88 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1 year low of $569.29 and a 1 year high of $699.15.

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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.