Caldwell Trust Co Takes $4.57 Million Position in Vanguard S&P 500 ETF $VOO

Caldwell Trust Co acquired a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 8,047 shares of the company’s stock, valued at approximately $4,571,000.

Several other large investors also recently added to or reduced their stakes in VOO. Quaker Wealth Management LLC lifted its position in Vanguard S&P 500 ETF by 248.4% during the second quarter. Quaker Wealth Management LLC now owns 46 shares of the company’s stock valued at $26,000 after purchasing an additional 77 shares in the last quarter. Front Row Advisors LLC increased its position in Vanguard S&P 500 ETF by 900.0% in the second quarter. Front Row Advisors LLC now owns 50 shares of the company’s stock worth $28,000 after buying an additional 45 shares in the last quarter. Bernard Wealth Management Corp. bought a new position in shares of Vanguard S&P 500 ETF in the second quarter worth about $30,000. Bay Harbor Wealth Management LLC lifted its position in shares of Vanguard S&P 500 ETF by 800.0% during the 2nd quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock valued at $41,000 after buying an additional 64 shares in the last quarter. Finally, Elevate Wealth Advisory Inc. lifted its position in shares of Vanguard S&P 500 ETF by 83.7% during the 1st quarter. Elevate Wealth Advisory Inc. now owns 90 shares of the company’s stock valued at $47,000 after buying an additional 41 shares in the last quarter.

Vanguard S&P 500 ETF Trading Down 1.1%

Vanguard S&P 500 ETF stock opened at $626.87 on Monday. The firm has a 50 day moving average of $620.26 and a 200 day moving average of $594.74. The firm has a market capitalization of $780.08 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12-month low of $442.80 and a 12-month high of $634.13.

About Vanguard S&P 500 ETF

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.