Marshall Financial Group Inc. ADV Has $18.89 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Marshall Financial Group Inc. ADV increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,061 shares of the company’s stock after acquiring an additional 35 shares during the period. Vanguard S&P 500 ETF makes up approximately 5.8% of Marshall Financial Group Inc. ADV’s investment portfolio, making the stock its 7th biggest position. Marshall Financial Group Inc. ADV’s holdings in Vanguard S&P 500 ETF were worth $18,891,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in Vanguard S&P 500 ETF by 78.2% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 6,866 shares of the company’s stock valued at $3,623,000 after acquiring an additional 3,014 shares during the period. GAMMA Investing LLC boosted its stake in shares of Vanguard S&P 500 ETF by 23.3% during the fourth quarter. GAMMA Investing LLC now owns 1,573 shares of the company’s stock valued at $848,000 after purchasing an additional 297 shares during the period. Precedent Wealth Partners LLC boosted its stake in shares of Vanguard S&P 500 ETF by 38.2% during the fourth quarter. Precedent Wealth Partners LLC now owns 10,210 shares of the company’s stock valued at $5,501,000 after purchasing an additional 2,820 shares during the period. Vishria Bird Financial Group LLC purchased a new position in Vanguard S&P 500 ETF in the 3rd quarter worth about $290,000. Finally, Nottingham Advisors Inc. lifted its holdings in Vanguard S&P 500 ETF by 5.1% during the 3rd quarter. Nottingham Advisors Inc. now owns 2,734 shares of the company’s stock valued at $1,443,000 after buying an additional 133 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $549.70 on Tuesday. The company’s 50-day simple moving average is $549.56 and its two-hundred day simple moving average is $530.09. Vanguard S&P 500 ETF has a one year low of $450.54 and a one year high of $561.66. The company has a market capitalization of $498.01 billion, a P/E ratio of 25.04 and a beta of 1.00.

Vanguard S&P 500 ETF 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.