Balboa Wealth Partners Purchases 1,060 Shares of Vanguard S&P 500 ETF $VOO

Balboa Wealth Partners raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,398 shares of the company’s stock after acquiring an additional 1,060 shares during the quarter. Vanguard S&P 500 ETF comprises approximately 1.9% of Balboa Wealth Partners’ portfolio, making the stock its 11th biggest holding. Balboa Wealth Partners’ holdings in Vanguard S&P 500 ETF were worth $11,538,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Clarity Asset Management Inc. increased its holdings in Vanguard S&P 500 ETF by 8.3% during the 3rd quarter. Clarity Asset Management Inc. now owns 209 shares of the company’s stock valued at $128,000 after purchasing an additional 16 shares during the period. First Interstate Bank lifted its holdings in Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. First Interstate Bank now owns 6,358 shares of the company’s stock worth $3,894,000 after buying an additional 16 shares during the period. Lountzis Asset Management LLC lifted its holdings in Vanguard S&P 500 ETF by 1.6% in the 3rd quarter. Lountzis Asset Management LLC now owns 1,026 shares of the company’s stock worth $630,000 after buying an additional 16 shares during the period. EWA LLC grew its position in shares of Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. EWA LLC now owns 4,870 shares of the company’s stock worth $2,983,000 after buying an additional 16 shares during the last quarter. Finally, Clarkston Capital Partners LLC increased its stake in shares of Vanguard S&P 500 ETF by 0.3% during the third quarter. Clarkston Capital Partners LLC now owns 6,120 shares of the company’s stock valued at $3,748,000 after buying an additional 16 shares during the period.

Vanguard S&P 500 ETF Stock Performance

VOO opened at $602.99 on Friday. The stock has a market capitalization of $806.93 billion, a PE ratio of 24.97 and a beta of 1.00. The stock’s 50 day moving average price is $621.50 and its 200-day moving average price is $622.15. Vanguard S&P 500 ETF has a 52-week low of $442.80 and a 52-week high of $641.81.

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.