Optivise Advisory Services LLC Decreases Stake in Vanguard S&P 500 ETF $VOO

Optivise Advisory Services LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 35.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,441 shares of the company’s stock after selling 1,335 shares during the quarter. Vanguard S&P 500 ETF accounts for about 0.9% of Optivise Advisory Services LLC’s investment portfolio, making the stock its 28th biggest position. Optivise Advisory Services LLC’s holdings in Vanguard S&P 500 ETF were worth $1,495,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Quaker Wealth Management LLC raised its position in shares of Vanguard S&P 500 ETF by 248.4% in the 2nd quarter. Quaker Wealth Management LLC now owns 46 shares of the company’s stock valued at $26,000 after purchasing an additional 77 shares in the last quarter. Front Row Advisors LLC boosted its stake in Vanguard S&P 500 ETF by 900.0% during the 2nd quarter. Front Row Advisors LLC now owns 50 shares of the company’s stock valued at $28,000 after acquiring an additional 45 shares during the last quarter. Bernard Wealth Management Corp. acquired a new position in Vanguard S&P 500 ETF during the 2nd quarter worth $30,000. Bay Harbor Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF by 800.0% in the 2nd quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock worth $41,000 after purchasing an additional 64 shares during the last quarter. Finally, Lowe Wealth Advisors LLC raised its stake in shares of Vanguard S&P 500 ETF by 3,750.0% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 77 shares of the company’s stock valued at $47,000 after purchasing an additional 75 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $634.84 on Monday. The stock has a 50-day simple moving average of $623.60 and a 200 day simple moving average of $600.42. Vanguard S&P 500 ETF has a one year low of $442.80 and a one year high of $636.08. The company has a market capitalization of $790.00 billion, a price-to-earnings ratio of 24.97 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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.