Summit Wealth Group LLC Purchases 1,382 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Summit Wealth Group LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 120,558 shares of the company’s stock after buying an additional 1,382 shares during the quarter. Vanguard S&P 500 ETF comprises about 18.8% of Summit Wealth Group LLC’s portfolio, making the stock its biggest position. Summit Wealth Group LLC’s holdings in Vanguard S&P 500 ETF were worth $64,958,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Graves Light Lenhart Wealth Inc. grew its stake in shares of Vanguard S&P 500 ETF by 1.0% in the fourth quarter. Graves Light Lenhart Wealth Inc. now owns 1,948 shares of the company’s stock worth $1,050,000 after purchasing an additional 19 shares during the last quarter. Retirement Financial Solutions LLC grew its stake in shares of Vanguard S&P 500 ETF by 0.6% in the fourth quarter. Retirement Financial Solutions LLC now owns 3,316 shares of the company’s stock worth $1,787,000 after purchasing an additional 19 shares during the last quarter. LifeSteps Financial Inc. grew its stake in shares of Vanguard S&P 500 ETF by 2.0% in the fourth quarter. LifeSteps Financial Inc. now owns 988 shares of the company’s stock worth $532,000 after purchasing an additional 19 shares during the last quarter. Weinberger Asset Management Inc grew its stake in shares of Vanguard S&P 500 ETF by 0.6% in the fourth quarter. Weinberger Asset Management Inc now owns 3,137 shares of the company’s stock worth $1,690,000 after purchasing an additional 19 shares during the last quarter. Finally, Catalyst Private Wealth LLC grew its stake in shares of Vanguard S&P 500 ETF by 1.4% in the third quarter. Catalyst Private Wealth LLC now owns 1,494 shares of the company’s stock worth $788,000 after purchasing an additional 20 shares during the last quarter.

Vanguard S&P 500 ETF Price Performance

NYSEARCA VOO opened at $546.41 on Wednesday. The stock has a market capitalization of $1.45 trillion, a PE 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. The business’s 50-day moving average is $549.92 and its 200 day moving average is $537.32.

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.