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Marcum Wealth LLC Grows Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Financial News Live ·  Mar 20, 2023 09:10

Marcum Wealth LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 3.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,278 shares of the company's stock after purchasing an additional 983 shares during the quarter. Vanguard S&P 500 ETF comprises approximately 1.4% of Marcum Wealth LLC's portfolio, making the stock its 12th largest holding. Marcum Wealth LLC's holdings in Vanguard S&P 500 ETF were worth $10,287,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Drake & Associates LLC raised its position in shares of Vanguard S&P 500 ETF by 3.4% during the 3rd quarter. Drake & Associates LLC now owns 1,320 shares of the company's stock valued at $433,000 after buying an additional 44 shares during the period. Future Financial Wealth Managment LLC increased its holdings in Vanguard S&P 500 ETF by 1.0% in the 3rd quarter. Future Financial Wealth Managment LLC now owns 7,733 shares of the company's stock valued at $2,682,000 after purchasing an additional 78 shares during the last quarter. Sage Capital Advisors llc increased its holdings in Vanguard S&P 500 ETF by 659.9% in the 3rd quarter. Sage Capital Advisors llc now owns 6,748 shares of the company's stock valued at $2,215,000 after purchasing an additional 5,860 shares during the last quarter. Perfromance Wealth Partners LLC increased its holdings in Vanguard S&P 500 ETF by 1.7% in the 3rd quarter. Perfromance Wealth Partners LLC now owns 5,432 shares of the company's stock valued at $1,783,000 after purchasing an additional 90 shares during the last quarter. Finally, Zacks Investment Management increased its holdings in Vanguard S&P 500 ETF by 210.8% in the 3rd quarter. Zacks Investment Management now owns 6,125 shares of the company's stock valued at $2,011,000 after purchasing an additional 4,154 shares during the last quarter.

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Vanguard S&P 500 ETF Stock Performance

Vanguard S&P 500 ETF stock opened at $360.60 on Monday. Vanguard S&P 500 ETF has a fifty-two week low of $319.87 and a fifty-two week high of $424.72. The firm has a 50 day moving average price of $368.16 and a 200 day moving average price of $358.69. The company has a market capitalization of $269.13 billion, a PE ratio of 19.80 and a beta of 1.00.

Vanguard S&P 500 ETF Company Profile

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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.

Further Reading

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Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating).

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