Trellis Wealth Advisors LLC Increases Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Trellis Wealth Advisors LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 10.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,229 shares of the company’s stock after purchasing an additional 115 shares during the period. Vanguard S&P 500 ETF comprises 0.3% of Trellis Wealth Advisors LLC’s portfolio, making the stock its 20th biggest holding. Trellis Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $662,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of VOO. Asset Management One Co. Ltd. boosted its position in Vanguard S&P 500 ETF by 185.0% in the fourth quarter. Asset Management One Co. Ltd. now owns 57 shares of the company’s stock worth $31,000 after purchasing an additional 37 shares during the last quarter. Prospera Private Wealth LLC bought a new position in shares of Vanguard S&P 500 ETF in the third quarter worth about $46,000. Kennebec Savings Bank bought a new position in shares of Vanguard S&P 500 ETF in the third quarter worth about $51,000. Urban Financial Advisory Corp bought a new position in shares of Vanguard S&P 500 ETF in the third quarter worth about $51,000. Finally, Sugar Maple Asset Management LLC bought a new position in shares of Vanguard S&P 500 ETF in the fourth quarter worth about $53,000.

Vanguard S&P 500 ETF Stock Down 1.7 %

NYSEARCA VOO opened at $551.75 on Friday. The stock’s 50-day moving average price is $550.28 and its 200-day moving average price is $535.68. Vanguard S&P 500 ETF has a 52 week low of $453.90 and a 52 week high of $563.92. The company has a market capitalization of $499.86 billion, a P/E ratio of 25.04 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.