Copperwynd Financial LLC Grows Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Copperwynd Financial LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,865 shares of the company’s stock after acquiring an additional 1,547 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 3.4% of Copperwynd Financial LLC’s holdings, making the stock its 8th largest position. Copperwynd Financial LLC’s holdings in Vanguard S&P 500 ETF were worth $12,320,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. SOA Wealth Advisors LLC. lifted its holdings in shares of Vanguard S&P 500 ETF by 2.4% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 53,036 shares of the company’s stock valued at $27,985,000 after buying an additional 1,235 shares during the period. Curi RMB Capital LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 3.9% during the 3rd quarter. Curi RMB Capital LLC now owns 1,079 shares of the company’s stock valued at $569,000 after buying an additional 41 shares during the period. Lifeworks Advisors LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 5.4% during the 3rd quarter. Lifeworks Advisors LLC now owns 779 shares of the company’s stock valued at $411,000 after buying an additional 40 shares during the period. Balboa Wealth Partners lifted its holdings in shares of Vanguard S&P 500 ETF by 23.7% during the 3rd quarter. Balboa Wealth Partners now owns 2,826 shares of the company’s stock valued at $1,491,000 after buying an additional 542 shares during the period. Finally, Dearborn Partners LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 2.8% during the 3rd quarter. Dearborn Partners LLC now owns 1,301 shares of the company’s stock valued at $686,000 after buying an additional 35 shares during the period.

Vanguard S&P 500 ETF Price Performance

NYSEARCA VOO opened at $517.46 on Friday. The business’s fifty day moving average price is $545.52 and its 200-day moving average price is $538.64. The stock has a market capitalization of $1.38 trillion, a price-to-earnings ratio of 26.67 and a beta of 1.01. Vanguard S&P 500 ETF has a 1-year low of $453.90 and a 1-year high of $563.92.

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.