Stone Loft Wealth Management LLC Makes New $14.79 Million Investment in Vanguard S&P 500 ETF $VOO

Stone Loft Wealth Management LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 24,757 shares of the company’s stock, valued at approximately $14,794,000. Vanguard S&P 500 ETF accounts for 10.6% of Stone Loft Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position.

Several other large investors have also modified their holdings of the business. Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in Vanguard S&P 500 ETF by 0.5% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock valued at $2,086,000 after buying an additional 16 shares during the period. Hibernia Wealth Partners LLC boosted its stake in Vanguard S&P 500 ETF by 2.6% during the first quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock worth $374,000 after buying an additional 16 shares during the period. Midwest Heritage Bank FSB boosted its stake in Vanguard S&P 500 ETF by 0.7% during the fourth quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock worth $1,601,000 after buying an additional 17 shares during the period. Clear Harbor Asset Management LLC increased its position in shares of Vanguard S&P 500 ETF by 3.1% during the fourth quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock valued at $353,000 after acquiring an additional 17 shares during the last quarter. Finally, Retirement Planning Group LLC NY raised its stake in shares of Vanguard S&P 500 ETF by 1.1% in the 1st quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after acquiring an additional 17 shares during the period.

Vanguard S&P 500 ETF Stock Performance

Shares of VOO stock opened at $682.21 on Tuesday. The firm has a market cap of $972.55 billion, a P/E ratio of 24.97 and a beta of 1.00. The firm’s 50 day moving average price is $685.18 and its 200-day moving average price is $649.88. Vanguard S&P 500 ETF has a one year low of $569.29 and a one year high of $699.15.

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