Whalen Wealth Management Inc. Sells 232 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Whalen Wealth Management Inc. lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 8.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,383 shares of the company’s stock after selling 232 shares during the quarter. Vanguard S&P 500 ETF accounts for about 0.9% of Whalen Wealth Management Inc.’s holdings, making the stock its 20th largest position. Whalen Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $1,284,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Silver Lake Advisory LLC acquired a new position in Vanguard S&P 500 ETF in the second quarter worth about $25,119,000. Ironwood Wealth Management LLC. grew its stake in shares of Vanguard S&P 500 ETF by 1.6% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 1,467 shares of the company’s stock valued at $734,000 after purchasing an additional 23 shares during the period. Sei Investments Co. raised its holdings in shares of Vanguard S&P 500 ETF by 22.3% in the 2nd quarter. Sei Investments Co. now owns 745 shares of the company’s stock worth $373,000 after buying an additional 136 shares in the last quarter. 1832 Asset Management L.P. lifted its position in shares of Vanguard S&P 500 ETF by 100.0% during the 2nd quarter. 1832 Asset Management L.P. now owns 974 shares of the company’s stock worth $487,000 after buying an additional 487 shares during the period. Finally, Marshall Wace LLP acquired a new stake in Vanguard S&P 500 ETF in the 2nd quarter valued at $5,590,000.

Vanguard S&P 500 ETF Price Performance

Shares of NYSEARCA:VOO opened at $560.70 on Friday. The stock has a market capitalization of $507.97 billion, a price-to-earnings ratio of 25.04 and a beta of 1.00. The business’s fifty day moving average price is $547.85 and its two-hundred day moving average price is $527.92. Vanguard S&P 500 ETF has a fifty-two week low of $443.75 and a fifty-two week high of $560.70.

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.