Trevian Wealth Management LLC Has $78.06 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Trevian Wealth Management LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 12.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 144,871 shares of the company’s stock after buying an additional 16,016 shares during the quarter. Vanguard S&P 500 ETF makes up about 57.6% of Trevian Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Trevian Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $78,058,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of VOO. Marquette Asset Management LLC acquired a new position in Vanguard S&P 500 ETF in the third quarter valued at approximately $36,000. Prospera Private Wealth LLC acquired a new position in shares of Vanguard S&P 500 ETF during the third quarter worth approximately $46,000. Kennebec Savings Bank acquired a new position in shares of Vanguard S&P 500 ETF during the third quarter worth approximately $51,000. Urban Financial Advisory Corp acquired a new position in shares of Vanguard S&P 500 ETF during the third quarter worth approximately $51,000. Finally, Mendota Financial Group LLC acquired a new position in shares of Vanguard S&P 500 ETF during the third quarter worth approximately $53,000.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA VOO opened at $553.41 on Thursday. The stock has a fifty day moving average price of $549.03 and a two-hundred day moving average price of $529.27. The firm has a market cap of $501.37 billion, a P/E ratio of 25.04 and a beta of 1.00. Vanguard S&P 500 ETF has a 1 year low of $443.75 and a 1 year high of $561.66.

Vanguard S&P 500 ETF Company 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.