Heritage Financial Services LLC Has $1.62 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Financial Services LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 289.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,700 shares of the company’s stock after buying an additional 2,749 shares during the period. Vanguard S&P 500 ETF accounts for about 0.3% of Heritage Financial Services LLC’s investment portfolio, making the stock its 20th biggest position. Heritage Financial Services LLC’s holdings in Vanguard S&P 500 ETF were worth $1,616,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Life Planning Partners Inc acquired a new position in shares of Vanguard S&P 500 ETF during the fourth quarter worth approximately $25,000. Motco lifted its position in shares of Vanguard S&P 500 ETF by 172.0% during the third quarter. Motco now owns 68 shares of the company’s stock worth $27,000 after purchasing an additional 43 shares in the last quarter. Element Wealth LLC acquired a new position in shares of Vanguard S&P 500 ETF during the fourth quarter worth approximately $35,000. CGC Financial Services LLC lifted its position in shares of Vanguard S&P 500 ETF by 1,416.7% during the third quarter. CGC Financial Services LLC now owns 91 shares of the company’s stock worth $36,000 after purchasing an additional 85 shares in the last quarter. Finally, Blume Capital Management Inc. lifted its position in shares of Vanguard S&P 500 ETF by 833.3% during the third quarter. Blume Capital Management Inc. now owns 112 shares of the company’s stock worth $44,000 after purchasing an additional 100 shares in the last quarter.

Vanguard S&P 500 ETF Trading Up 1.0 %

Shares of VOO stock opened at $467.21 on Friday. Vanguard S&P 500 ETF has a 1 year low of $370.92 and a 1 year high of $483.23. The firm’s 50 day moving average is $470.21 and its 200-day moving average is $440.56. The firm has a market capitalization of $423.27 billion, a price-to-earnings ratio of 25.59 and a beta of 1.00.

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.