Monterey Private Wealth Inc. Lowers Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Monterey Private Wealth Inc. cut its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,234 shares of the company’s stock after selling 82 shares during the period. Vanguard S&P 500 ETF accounts for 2.4% of Monterey Private Wealth Inc.’s holdings, making the stock its 11th biggest position. Monterey Private Wealth Inc.’s holdings in Vanguard S&P 500 ETF were worth $6,983,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. CJM Wealth Advisers Ltd. lifted its holdings in Vanguard S&P 500 ETF by 1.9% during the third quarter. CJM Wealth Advisers Ltd. now owns 170,191 shares of the company’s stock valued at $89,805,000 after purchasing an additional 3,100 shares in the last quarter. Apella Capital LLC lifted its holdings in Vanguard S&P 500 ETF by 42.9% during the third quarter. Apella Capital LLC now owns 9,071 shares of the company’s stock valued at $4,742,000 after purchasing an additional 2,722 shares in the last quarter. Trinity Financial Advisors LLC lifted its holdings in Vanguard S&P 500 ETF by 42.8% during the third quarter. Trinity Financial Advisors LLC now owns 15,785 shares of the company’s stock valued at $8,329,000 after purchasing an additional 4,731 shares in the last quarter. Unique Wealth LLC lifted its holdings in Vanguard S&P 500 ETF by 10.1% during the third quarter. Unique Wealth LLC now owns 1,749 shares of the company’s stock valued at $923,000 after purchasing an additional 161 shares in the last quarter. Finally, Curbstone Financial Management Corp lifted its holdings in Vanguard S&P 500 ETF by 1.7% during the third quarter. Curbstone Financial Management Corp now owns 30,440 shares of the company’s stock valued at $16,062,000 after purchasing an additional 500 shares in the last quarter.

Vanguard S&P 500 ETF Stock Down 0.2 %

VOO opened at $521.86 on Friday. The company has a market cap of $472.78 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $375.95 and a 52-week high of $529.92. The firm’s fifty day simple moving average is $509.21 and its two-hundred day simple moving average is $494.55.

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.