Alpha Cubed Purchases 1,663 Shares of Vanguard S&P 500 ETF, Raising Stake 12.2%
Alpha Cubed Investments LLC increased its Vanguard S&P 500 ETF holding by 1,663 shares, boosting its stake 12.2% to 15,268 shares valued at $9.35 million in Q3. Quaker Wealth, Front Row Advisors and Bay Harbor Wealth Management adjusted VOO positions, including Bay Harbor’s 800% stake increase to 72 shares.
1. Alpha Cubed Investments Increases VOO Stake
Alpha Cubed Investments LLC boosted its holdings in Vanguard S&P 500 ETF by 12.2% during the third quarter, purchasing an additional 1,663 shares to bring its total to 15,268 shares. According to its most recent 13F filing, this position carries an estimated value of $9.35 million. The move marks one of the more significant quarter-over-quarter increases among institutional holders, underscoring growing confidence in the ETF’s blend of large-cap U.S. equities and passive management strategy.
2. Broader Institutional Flows and Fund Metrics
Several other institutions also adjusted their VOO positions in the second and third quarters. Quaker Wealth Management LLC lifted its stake by 248.4%, Front Row Advisors LLC expanded by 900.0%, and Bay Harbor Wealth Management LLC increased its position eightfold. New entrants such as Bernard Wealth Management Corp. and Corundum Trust Company INC established fresh allocations in the period. Vanguard S&P 500 ETF commands a market capitalization of approximately $854 billion, carries a P/E ratio near 25, and exhibits a beta of 1.00. Its structure offers investors four share classes—Investor, Admiral, Signal and ETF Shares—aimed at tracking the performance of the Standard & Poor’s 500 Index through a low-cost, passively managed approach.