Vanguard S&P 500 ETF $VOO is Cliftonlarsonallen Wealth Advisors LLC’s Largest Position

Cliftonlarsonallen Wealth Advisors LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,019,365 shares of the company’s stock after purchasing an additional 33,801 shares during the period. Vanguard S&P 500 ETF comprises approximately 19.5% of Cliftonlarsonallen Wealth Advisors LLC’s investment portfolio, making the stock its largest holding. Cliftonlarsonallen Wealth Advisors LLC owned 0.16% of Vanguard S&P 500 ETF worth $1,236,619,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. 21 West Wealth Management LLC boosted its stake in Vanguard S&P 500 ETF by 5.5% in the third quarter. 21 West Wealth Management LLC now owns 11,673 shares of the company’s stock valued at $7,148,000 after acquiring an additional 611 shares during the last quarter. Quantum Financial Planning Services Inc. increased its stake in shares of Vanguard S&P 500 ETF by 22.8% during the 3rd quarter. Quantum Financial Planning Services Inc. now owns 813 shares of the company’s stock worth $498,000 after purchasing an additional 151 shares during the last quarter. Precedent Wealth Partners LLC raised its holdings in shares of Vanguard S&P 500 ETF by 19.4% in the 3rd quarter. Precedent Wealth Partners LLC now owns 18,511 shares of the company’s stock worth $11,335,000 after purchasing an additional 3,007 shares during the period. Elevation Wealth Partners LLC lifted its stake in Vanguard S&P 500 ETF by 10.7% in the third quarter. Elevation Wealth Partners LLC now owns 300 shares of the company’s stock valued at $184,000 after purchasing an additional 29 shares during the last quarter. Finally, HBK Sorce Advisory LLC grew its holdings in Vanguard S&P 500 ETF by 152.2% during the third quarter. HBK Sorce Advisory LLC now owns 218,691 shares of the company’s stock valued at $135,319,000 after purchasing an additional 131,986 shares during the period.

Vanguard S&P 500 ETF Price Performance

Shares of VOO opened at $629.73 on Tuesday. The firm has a market cap of $783.64 billion, a PE ratio of 24.97 and a beta of 1.00. The stock’s fifty day moving average price is $621.62 and its two-hundred day moving average price is $598.11. Vanguard S&P 500 ETF has a 1 year low of $442.80 and a 1 year high of $634.13.

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.