Trellis Wealth Advisors LLC Buys Shares of 993 Vanguard S&P 500 ETF (NYSEARCA:VOO)

Trellis Wealth Advisors LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 993 shares of the company’s stock, valued at approximately $497,000. Vanguard S&P 500 ETF comprises approximately 0.3% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest holding.

A number of other large investors have also made changes to their positions in VOO. Mark Sheptoff Financial Planning LLC purchased a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $25,000. Creekmur Asset Management LLC purchased a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $37,000. Elevate Wealth Advisory Inc. purchased a new position in Vanguard S&P 500 ETF during the first quarter worth about $39,000. AlphaMark Advisors LLC lifted its position in Vanguard S&P 500 ETF by 641.7% during the first quarter. AlphaMark Advisors LLC now owns 89 shares of the company’s stock worth $43,000 after buying an additional 77 shares during the period. Finally, Clarity Asset Management Inc. purchased a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $52,000.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA VOO traded up $4.83 during trading hours on Friday, hitting $518.04. 5,637,725 shares of the company’s stock were exchanged, compared to its average volume of 5,066,479. The business’s 50 day moving average is $504.56 and its 200-day moving average is $486.07. Vanguard S&P 500 ETF has a 12-month low of $375.95 and a 12-month high of $519.40. The firm has a market capitalization of $469.32 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.