Defined Wealth Management LLC Sells 2,492 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Defined Wealth Management LLC lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 14.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,179 shares of the company’s stock after selling 2,492 shares during the quarter. Vanguard S&P 500 ETF accounts for 5.2% of Defined Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. Defined Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $7,801,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Everhart Financial Group Inc. raised its position in shares of Vanguard S&P 500 ETF by 28.8% during the 1st quarter. Everhart Financial Group Inc. now owns 5,163 shares of the company’s stock worth $2,653,000 after purchasing an additional 1,155 shares during the last quarter. Marshall Financial Group LLC purchased a new position in Vanguard S&P 500 ETF during the first quarter worth approximately $7,697,000. Twin Peaks Wealth Advisors LLC boosted its holdings in Vanguard S&P 500 ETF by 12.8% in the first quarter. Twin Peaks Wealth Advisors LLC now owns 3,141 shares of the company’s stock valued at $1,552,000 after acquiring an additional 357 shares during the last quarter. Seros Financial LLC acquired a new position in shares of Vanguard S&P 500 ETF in the 1st quarter valued at about $345,000. Finally, Relyea Zuckerberg Hanson LLC grew its stake in Vanguard S&P 500 ETF by 1.4% during the first quarter. Relyea Zuckerberg Hanson LLC now owns 14,147 shares of the company’s stock worth $7,270,000 after buying an additional 201 shares during the period.

Vanguard S&P 500 ETF Trading Up 0.4%

Shares of Vanguard S&P 500 ETF stock opened at $554.95 on Friday. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month high of $563.92. The stock has a market cap of $1.56 trillion, a price-to-earnings ratio of 25.72 and a beta of 1.01. The company has a fifty day moving average price of $519.52 and a 200 day moving average price of $533.80.

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.