Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Reduced by Lutz Financial Services LLC

Lutz Financial Services LLC lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 247,736 shares of the company’s stock after selling 2,284 shares during the period. Vanguard S&P 500 ETF comprises approximately 10.8% of Lutz Financial Services LLC’s investment portfolio, making the stock its largest holding. Lutz Financial Services LLC’s holdings in Vanguard S&P 500 ETF were worth $133,483,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Your Advocates Ltd. LLP purchased a new stake in Vanguard S&P 500 ETF in the 4th quarter worth approximately $29,000. Marshall Investment Management LLC purchased a new stake in Vanguard S&P 500 ETF in the 4th quarter worth approximately $1,291,000. Richardson Capital Management LLC boosted its position in Vanguard S&P 500 ETF by 6.6% in the 4th quarter. Richardson Capital Management LLC now owns 2,427 shares of the company’s stock worth $1,307,000 after purchasing an additional 150 shares in the last quarter. Capital City Trust Co. FL boosted its position in Vanguard S&P 500 ETF by 14.9% in the 4th quarter. Capital City Trust Co. FL now owns 29,981 shares of the company’s stock worth $16,154,000 after purchasing an additional 3,881 shares in the last quarter. Finally, Redmond Asset Management LLC boosted its position in Vanguard S&P 500 ETF by 25.2% in the 4th quarter. Redmond Asset Management LLC now owns 517 shares of the company’s stock worth $278,000 after purchasing an additional 104 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $551.75 on Friday. The company has a market cap of $499.86 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. The stock has a 50 day simple moving average of $550.28 and a 200-day simple moving average of $536.07. Vanguard S&P 500 ETF has a 1-year low of $453.90 and a 1-year high of $563.92.

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.