CWS Financial Advisors LLC Boosts Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

CWS Financial Advisors LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,605 shares of the company’s stock after acquiring an additional 509 shares during the quarter. Vanguard S&P 500 ETF accounts for about 7.4% of CWS Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. CWS Financial Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $22,956,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Nova R Wealth Inc. bought a new stake in Vanguard S&P 500 ETF in the fourth quarter valued at about $200,000. Gilliland Jeter Wealth Management LLC boosted its position in Vanguard S&P 500 ETF by 241.9% in the fourth quarter. Gilliland Jeter Wealth Management LLC now owns 424 shares of the company’s stock valued at $228,000 after buying an additional 300 shares in the last quarter. Joel Adams & Associates Inc. acquired a new position in Vanguard S&P 500 ETF in the fourth quarter valued at about $19,507,000. GAMMA Investing LLC boosted its position in Vanguard S&P 500 ETF by 23.3% in the fourth quarter. GAMMA Investing LLC now owns 1,573 shares of the company’s stock valued at $848,000 after buying an additional 297 shares in the last quarter. Finally, IMC Chicago LLC acquired a new position in Vanguard S&P 500 ETF in the fourth quarter valued at about $149,758,000.

Vanguard S&P 500 ETF Stock Down 0.5 %

NYSEARCA:VOO opened at $549.14 on Tuesday. The firm has a market cap of $497.50 billion, a PE ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a 12 month low of $453.90 and a 12 month high of $563.92. The company’s 50-day moving average price is $550.10 and its two-hundred day moving average price is $536.92.

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.