Wescott Financial Advisory Group LLC Has $151.16 Million Stake in Vanguard S&P 500 ETF $VOO

Wescott Financial Advisory Group LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 294,132 shares of the company’s stock after buying an additional 12,698 shares during the period. Vanguard S&P 500 ETF comprises about 15.7% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its largest position. Wescott Financial Advisory Group LLC’s holdings in Vanguard S&P 500 ETF were worth $151,157,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Compound Planning Inc. boosted its holdings in Vanguard S&P 500 ETF by 25.6% in the first quarter. Compound Planning Inc. now owns 70,482 shares of the company’s stock worth $36,222,000 after purchasing an additional 14,368 shares during the period. Ameriprise Financial Inc. boosted its holdings in Vanguard S&P 500 ETF by 10.1% in the first quarter. Ameriprise Financial Inc. now owns 5,171,235 shares of the company’s stock worth $2,658,315,000 after purchasing an additional 476,334 shares during the period. Bragg Financial Advisors Inc boosted its holdings in Vanguard S&P 500 ETF by 36.8% in the first quarter. Bragg Financial Advisors Inc now owns 3,547 shares of the company’s stock worth $1,823,000 after purchasing an additional 955 shares during the period. Norinchukin Bank The boosted its holdings in Vanguard S&P 500 ETF by 229.7% in the first quarter. Norinchukin Bank The now owns 294,980 shares of the company’s stock worth $151,593,000 after purchasing an additional 205,500 shares during the period. Finally, Resolute Advisors LLC boosted its holdings in Vanguard S&P 500 ETF by 2.5% in the first quarter. Resolute Advisors LLC now owns 79,338 shares of the company’s stock worth $40,773,000 after purchasing an additional 1,919 shares during the period.

Vanguard S&P 500 ETF Price Performance

Vanguard S&P 500 ETF stock opened at $584.27 on Friday. The company has a market cap of $702.02 billion, a PE ratio of 24.97 and a beta of 1.00. The company has a fifty day moving average price of $574.35 and a two-hundred day moving average price of $542.34. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $594.03.

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.