Circle Wealth Management LLC Increases Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Circle Wealth Management LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1,114.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 80,494 shares of the company’s stock after purchasing an additional 73,867 shares during the quarter. Vanguard S&P 500 ETF comprises about 0.9% of Circle Wealth Management LLC’s portfolio, making the stock its 14th largest holding. Circle Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $40,257,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Vanguard S&P 500 ETF by 11.1% in the 1st quarter. Vanguard Group Inc. now owns 25,386,297 shares of the company’s stock valued at $12,203,193,000 after purchasing an additional 2,546,192 shares during the last quarter. Raymond James & Associates raised its position in Vanguard S&P 500 ETF by 0.4% during the 2nd quarter. Raymond James & Associates now owns 23,105,510 shares of the company’s stock worth $11,555,758,000 after buying an additional 98,106 shares during the last quarter. JPMorgan Chase & Co. raised its position in Vanguard S&P 500 ETF by 95.8% during the 1st quarter. JPMorgan Chase & Co. now owns 21,245,952 shares of the company’s stock worth $10,212,930,000 after buying an additional 10,393,926 shares during the last quarter. Envestnet Asset Management Inc. raised its position in Vanguard S&P 500 ETF by 1.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 12,542,242 shares of the company’s stock worth $6,272,751,000 after buying an additional 160,184 shares during the last quarter. Finally, Strategic Financial Concepts LLC raised its position in Vanguard S&P 500 ETF by 32,889.4% during the 2nd quarter. Strategic Financial Concepts LLC now owns 7,252,393 shares of the company’s stock worth $3,627,139,000 after buying an additional 7,230,409 shares during the last quarter.

Vanguard S&P 500 ETF Trading Down 0.2 %

VOO opened at $523.88 on Friday. Vanguard S&P 500 ETF has a 12-month low of $375.95 and a 12-month high of $526.60. The firm has a market capitalization of $474.61 billion, a PE ratio of 25.04 and a beta of 1.00. The firm has a 50 day moving average of $506.10 and a two-hundred day moving average of $491.36.

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.