Moulton Wealth Management Inc. Has $18.66 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Moulton Wealth Management Inc. lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 12.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,637 shares of the company’s stock after purchasing an additional 3,897 shares during the period. Vanguard S&P 500 ETF comprises approximately 14.3% of Moulton Wealth Management Inc.’s investment portfolio, making the stock its largest holding. Moulton Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $18,663,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Marquette Asset Management LLC bought a new stake in shares of Vanguard S&P 500 ETF in the third quarter valued at $36,000. Prospera Private Wealth LLC purchased a new stake in Vanguard S&P 500 ETF in the 3rd quarter worth about $46,000. Abich Financial Wealth Management LLC bought a new stake in Vanguard S&P 500 ETF in the 2nd quarter valued at about $50,000. Kennebec Savings Bank purchased a new stake in Vanguard S&P 500 ETF during the third quarter valued at about $51,000. Finally, Urban Financial Advisory Corp bought a new position in Vanguard S&P 500 ETF during the third quarter worth about $51,000.

Vanguard S&P 500 ETF Stock Up 1.0 %

NYSEARCA VOO opened at $549.46 on Monday. The firm has a market cap of $497.79 billion, a P/E ratio of 25.04 and a beta of 1.00. The company’s 50 day moving average is $547.58 and its 200-day moving average is $526.96. Vanguard S&P 500 ETF has a 12-month low of $434.16 and a 12-month high of $559.96.

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.