Lakeshore Financial Planning Inc. Raises Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Lakeshore Financial Planning Inc. increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 35,946 shares of the company’s stock after purchasing an additional 2,416 shares during the quarter. Vanguard S&P 500 ETF makes up 8.4% of Lakeshore Financial Planning Inc.’s holdings, making the stock its 2nd largest position. Lakeshore Financial Planning Inc.’s holdings in Vanguard S&P 500 ETF were worth $18,968,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. MontVue Capital Management Inc. grew its stake in Vanguard S&P 500 ETF by 24.4% in the 3rd quarter. MontVue Capital Management Inc. now owns 3,298 shares of the company’s stock valued at $1,740,000 after buying an additional 647 shares during the last quarter. NavPoint Financial Inc. grew its stake in Vanguard S&P 500 ETF by 0.4% in the 3rd quarter. NavPoint Financial Inc. now owns 16,451 shares of the company’s stock valued at $8,681,000 after buying an additional 70 shares during the last quarter. Beacon Harbor Wealth Advisors Inc. grew its position in shares of Vanguard S&P 500 ETF by 2.5% during the 3rd quarter. Beacon Harbor Wealth Advisors Inc. now owns 71,793 shares of the company’s stock worth $37,883,000 after purchasing an additional 1,744 shares in the last quarter. Portside Wealth Group LLC grew its position in shares of Vanguard S&P 500 ETF by 12.2% during the 3rd quarter. Portside Wealth Group LLC now owns 2,333 shares of the company’s stock worth $1,231,000 after purchasing an additional 254 shares in the last quarter. Finally, JB Capital LLC grew its position in shares of Vanguard S&P 500 ETF by 7.3% during the 3rd quarter. JB Capital LLC now owns 4,027 shares of the company’s stock worth $2,125,000 after purchasing an additional 275 shares in the last quarter.

Vanguard S&P 500 ETF Stock Up 0.8 %

Shares of NYSEARCA:VOO opened at $547.45 on Friday. The company’s 50 day moving average price is $523.96 and its two-hundred day moving average price is $504.44. Vanguard S&P 500 ETF has a 12-month low of $398.21 and a 12-month high of $548.47. The firm has a market cap of $495.97 billion, a PE 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.