Forvis Mazars Wealth Advisors LLC Decreases Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Forvis Mazars Wealth Advisors LLC trimmed its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 259,509 shares of the company’s stock after selling 2,060 shares during the period. Vanguard S&P 500 ETF makes up approximately 3.2% of Forvis Mazars Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Forvis Mazars Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $139,826,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Graves Light Lenhart Wealth Inc. increased its position in shares of Vanguard S&P 500 ETF by 1.0% in the fourth quarter. Graves Light Lenhart Wealth Inc. now owns 1,948 shares of the company’s stock worth $1,050,000 after purchasing an additional 19 shares during the last quarter. Retirement Financial Solutions LLC increased its position in shares of Vanguard S&P 500 ETF by 0.6% in the fourth quarter. Retirement Financial Solutions LLC now owns 3,316 shares of the company’s stock worth $1,787,000 after purchasing an additional 19 shares during the last quarter. LifeSteps Financial Inc. increased its position in shares of Vanguard S&P 500 ETF by 2.0% in the fourth quarter. LifeSteps Financial Inc. now owns 988 shares of the company’s stock worth $532,000 after purchasing an additional 19 shares during the last quarter. L. Roy Papp & Associates LLP increased its position in shares of Vanguard S&P 500 ETF by 4.5% in the third quarter. L. Roy Papp & Associates LLP now owns 461 shares of the company’s stock worth $243,000 after purchasing an additional 20 shares during the last quarter. Finally, Catalyst Private Wealth LLC increased its position in shares of Vanguard S&P 500 ETF by 1.4% in the third quarter. Catalyst Private Wealth LLC now owns 1,494 shares of the company’s stock worth $788,000 after purchasing an additional 20 shares during the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of NYSEARCA VOO opened at $551.75 on Friday. Vanguard S&P 500 ETF has a one year low of $453.90 and a one year high of $563.92. The firm’s 50 day simple moving average is $550.28 and its two-hundred day simple moving average is $536.07. The stock has a market capitalization of $499.86 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.