Caldwell Trust Co Has $4.35 Million Stock Position in Vanguard S&P 500 ETF $VOO

Caldwell Trust Co reduced its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,103 shares of the company’s stock after selling 944 shares during the period. Caldwell Trust Co’s holdings in Vanguard S&P 500 ETF were worth $4,350,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VOO. Quaker Wealth Management LLC grew its position in Vanguard S&P 500 ETF by 248.4% in the second quarter. Quaker Wealth Management LLC now owns 46 shares of the company’s stock worth $26,000 after acquiring an additional 77 shares in the last quarter. Front Row Advisors LLC lifted its stake in shares of Vanguard S&P 500 ETF by 900.0% in the 2nd quarter. Front Row Advisors LLC now owns 50 shares of the company’s stock valued at $28,000 after purchasing an additional 45 shares during the last quarter. Bernard Wealth Management Corp. bought a new stake in Vanguard S&P 500 ETF in the second quarter worth $30,000. Bay Harbor Wealth Management LLC increased its position in Vanguard S&P 500 ETF by 800.0% during the second quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock worth $41,000 after buying an additional 64 shares during the last quarter. Finally, Tripletail Wealth Management LLC bought a new position in Vanguard S&P 500 ETF during the third quarter valued at about $46,000.

Vanguard S&P 500 ETF Price Performance

Shares of NYSEARCA:VOO opened at $634.17 on Thursday. The stock has a market capitalization of $848.66 billion, a P/E ratio of 24.97 and a beta of 1.00. The business has a 50-day moving average of $624.95 and a two-hundred day moving average of $604.59. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $638.22.

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.