Heritage Wealth Management Inc. Sells 4,932 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Wealth Management Inc. decreased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 49.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,140 shares of the company’s stock after selling 4,932 shares during the quarter. Vanguard S&P 500 ETF makes up about 0.9% of Heritage Wealth Management Inc.’s investment portfolio, making the stock its 20th largest position. Heritage Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $2,712,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Quent Capital LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 10.4% during the 1st quarter. Quent Capital LLC now owns 1,871 shares of the company’s stock valued at $899,000 after purchasing an additional 176 shares in the last quarter. Tocqueville Asset Management L.P. raised its stake in Vanguard S&P 500 ETF by 14.0% during the first quarter. Tocqueville Asset Management L.P. now owns 3,098 shares of the company’s stock worth $1,489,000 after acquiring an additional 380 shares in the last quarter. Chesley Taft & Associates LLC increased its position in Vanguard S&P 500 ETF by 7.4% in the 2nd quarter. Chesley Taft & Associates LLC now owns 3,007 shares of the company’s stock valued at $1,504,000 after acquiring an additional 206 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd grew its position in shares of Vanguard S&P 500 ETF by 78.2% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 6,866 shares of the company’s stock valued at $3,623,000 after buying an additional 3,014 shares during the last quarter. Finally, Hexagon Capital Partners LLC raised its holdings in Vanguard S&P 500 ETF by 481.0% during the 2nd quarter. Hexagon Capital Partners LLC now owns 122 shares of the company’s stock worth $61,000 after purchasing an additional 101 shares during the last quarter.

Vanguard S&P 500 ETF Trading Up 0.2 %

VOO stock traded up $1.19 during mid-day trading on Friday, reaching $548.72. The company’s stock had a trading volume of 613,145 shares, compared to its average volume of 5,231,608. Vanguard S&P 500 ETF has a 12 month low of $398.21 and a 12 month high of $548.86. The company has a market cap of $497.12 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. The business’s 50 day moving average price is $523.96 and its 200 day moving average price is $504.44.

Vanguard S&P 500 ETF Company 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.