Heritage Wealth Management Inc. Decreases Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Wealth Management Inc. reduced its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 49.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,140 shares of the company’s stock after selling 4,932 shares during the quarter. Vanguard S&P 500 ETF comprises approximately 0.9% of Heritage Wealth Management Inc.’s holdings, making the stock its 20th largest position. Heritage Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $2,712,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of VOO. Marquette Asset Management LLC bought a new position in shares of Vanguard S&P 500 ETF in the third quarter worth approximately $36,000. Abich Financial Wealth Management LLC purchased a new position in shares of Vanguard S&P 500 ETF during the second quarter valued at approximately $50,000. Mendota Financial Group LLC bought a new position in Vanguard S&P 500 ETF in the third quarter worth approximately $53,000. Kings Path Partners LLC purchased a new position in Vanguard S&P 500 ETF in the third quarter valued at about $55,000. Finally, Hexagon Capital Partners LLC increased its position in shares of Vanguard S&P 500 ETF by 481.0% in the 2nd quarter. Hexagon Capital Partners LLC now owns 122 shares of the company’s stock valued at $61,000 after acquiring an additional 101 shares during the period.

Vanguard S&P 500 ETF Stock Up 0.2 %

Shares of VOO stock traded up $1.19 during mid-day trading on Friday, hitting $548.72. 613,145 shares of the stock were exchanged, compared to its average volume of 5,231,608. The firm has a fifty day moving average of $523.96 and a 200 day moving average of $504.44. Vanguard S&P 500 ETF has a 52-week low of $398.21 and a 52-week high of $548.86. The company has a market cap of $497.12 billion, a PE 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.