Milestone Asset Management Group LLC Takes $4.55 Million Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Posted by Donald Scott on May 29th, 2025

Milestone Asset Management Group LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 8,436 shares of the company’s stock, valued at approximately $4,545,000. Vanguard S&P 500 ETF accounts for 4.1% of Milestone Asset Management Group LLC’s portfolio, making the stock its 3rd biggest position.

A number of other institutional investors also recently modified their holdings of VOO. Your Advocates Ltd. LLP acquired a new position in Vanguard S&P 500 ETF in the fourth quarter valued at about $29,000. Asset Management One Co. Ltd. raised its stake in Vanguard S&P 500 ETF by 185.0% in the fourth quarter. Asset Management One Co. Ltd. now owns 57 shares of the company’s stock valued at $31,000 after purchasing an additional 37 shares in the last quarter. Putney Financial Group LLC acquired a new position in Vanguard S&P 500 ETF in the fourth quarter valued at about $42,000. Delos Wealth Advisors LLC raised its stake in Vanguard S&P 500 ETF by 166.7% in the fourth quarter. Delos Wealth Advisors LLC now owns 80 shares of the company’s stock valued at $43,000 after purchasing an additional 50 shares in the last quarter. Finally, Measured Risk Portfolios Inc. acquired a new position in Vanguard S&P 500 ETF in the fourth quarter valued at about $48,000.

Vanguard S&P 500 ETF Stock Down 0.6%

VOO stock opened at $540.24 on Thursday. The company has a market cap of $1.52 trillion, a PE ratio of 25.18 and a beta of 1.01. The business has a 50-day simple moving average of $510.64 and a 200 day simple moving average of $533.59. Vanguard S&P 500 ETF has a 52 week low of $442.80 and a 52 week high of $563.92.

About Vanguard S&P 500 ETF

(Free Report)

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.