Halpern Financial Inc. Has $11.44 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Halpern Financial Inc. grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 10.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 21,872 shares of the company’s stock after acquiring an additional 2,051 shares during the period. Vanguard S&P 500 ETF accounts for approximately 2.9% of Halpern Financial Inc.’s investment portfolio, making the stock its 12th biggest holding. Halpern Financial Inc.’s holdings in Vanguard S&P 500 ETF were worth $11,435,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of VOO. Elevate Wealth Advisory Inc. acquired a new stake in shares of Vanguard S&P 500 ETF in the 1st quarter valued at about $39,000. Creekmur Asset Management LLC acquired a new stake in shares of Vanguard S&P 500 ETF in the 4th quarter valued at about $37,000. AlphaMark Advisors LLC grew its stake in shares of Vanguard S&P 500 ETF by 641.7% in the 1st quarter. AlphaMark Advisors LLC now owns 89 shares of the company’s stock valued at $43,000 after buying an additional 77 shares during the period. Abich Financial Wealth Management LLC acquired a new stake in shares of Vanguard S&P 500 ETF in the 2nd quarter valued at about $50,000. Finally, Clarity Asset Management Inc. acquired a new stake in shares of Vanguard S&P 500 ETF in the 4th quarter valued at about $52,000.

Vanguard S&P 500 ETF Trading Up 0.9 %

NYSEARCA VOO traded up $4.81 during trading hours on Friday, hitting $526.65. The company’s stock had a trading volume of 5,358,175 shares, compared to its average volume of 5,375,768. The company’s 50-day simple moving average is $509.74 and its two-hundred day simple moving average is $494.92. The company has a market capitalization of $477.12 billion, a PE 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.

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.