Berry Wealth Group LP Raises Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Berry Wealth Group LP lifted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,716 shares of the company’s stock after purchasing an additional 136 shares during the period. Vanguard S&P 500 ETF comprises 2.9% of Berry Wealth Group LP’s portfolio, making the stock its 12th largest holding. Berry Wealth Group LP’s holdings in Vanguard S&P 500 ETF were worth $4,071,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the business. Quent Capital LLC boosted its position in shares of Vanguard S&P 500 ETF by 10.4% during the first quarter. Quent Capital LLC now owns 1,871 shares of the company’s stock worth $899,000 after acquiring an additional 176 shares during the last quarter. Tocqueville Asset Management L.P. boosted its holdings in shares of Vanguard S&P 500 ETF by 14.0% during the 1st quarter. Tocqueville Asset Management L.P. now owns 3,098 shares of the company’s stock valued at $1,489,000 after purchasing an additional 380 shares during the last quarter. Francis Financial Inc. grew its position in shares of Vanguard S&P 500 ETF by 1.0% during the first quarter. Francis Financial Inc. now owns 150,103 shares of the company’s stock valued at $72,154,000 after purchasing an additional 1,446 shares in the last quarter. FORVIS Wealth Advisors LLC increased its holdings in shares of Vanguard S&P 500 ETF by 4.9% in the first quarter. FORVIS Wealth Advisors LLC now owns 200,541 shares of the company’s stock worth $96,400,000 after purchasing an additional 9,345 shares during the last quarter. Finally, Chesley Taft & Associates LLC lifted its position in shares of Vanguard S&P 500 ETF by 7.4% in the second quarter. Chesley Taft & Associates LLC now owns 3,007 shares of the company’s stock worth $1,504,000 after buying an additional 206 shares in the last quarter.

Vanguard S&P 500 ETF Stock Down 0.3 %

NYSEARCA VOO traded down $1.43 during trading on Monday, hitting $535.93. 1,977,542 shares of the stock traded hands, compared to its average volume of 5,279,403. Vanguard S&P 500 ETF has a 12-month low of $375.95 and a 12-month high of $538.76. The firm has a 50-day simple moving average of $518.07 and a 200-day simple moving average of $498.88. The company has a market capitalization of $485.53 billion, a P/E ratio of 25.04 and a beta of 1.00.

About Vanguard S&P 500 ETF

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.