Ballentine Partners LLC Sells 4,766 Shares of Vanguard S&P 500 ETF $VOO

Ballentine Partners LLC lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 102,794 shares of the company’s stock after selling 4,766 shares during the quarter. Vanguard S&P 500 ETF makes up about 0.9% of Ballentine Partners LLC’s investment portfolio, making the stock its 19th largest holding. Ballentine Partners LLC’s holdings in Vanguard S&P 500 ETF were worth $64,465,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Nvest Wealth Strategies Inc. bought a new position in shares of Vanguard S&P 500 ETF in the fourth quarter valued at about $26,000. Camelot Portfolios LLC acquired a new stake in shares of Vanguard S&P 500 ETF during the 4th quarter worth $27,000. United Community Bank bought a new position in shares of Vanguard S&P 500 ETF in the fourth quarter worth $27,000. Clear Investment Research LLC acquired a new position in Vanguard S&P 500 ETF in the third quarter valued at about $28,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in Vanguard S&P 500 ETF during the third quarter worth about $29,000.

Vanguard S&P 500 ETF News Summary

Here are the key news stories impacting Vanguard S&P 500 ETF this week:

• Positive Sentiment: RBC Capital Markets raised its year-end S&P 500 target to 7,900, citing resilient earnings growth and strength in AI-related sectors, which supports a bullish outlook for VOO as a broad-market tracker. RBC lifts S&P 500 year-end target to 7,900 on AI optimism
• Positive Sentiment: Another report said the S&P 500 could head toward 8,000, with the rally being driven by a very strong earnings season, reinforcing momentum for VOO. Why the S&P 500 Is Heading to 8000
• Positive Sentiment: Markets continued to notch record highs this week despite geopolitical uncertainty, suggesting investors are still favoring risk assets and large-cap index exposure. Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
• Positive Sentiment: VOO is nearing the $1 trillion asset mark as inflows align with the S&P 500’s rally, highlighting persistent demand for the ETF. VOO nears $1 trillion as S&P 500 rally, inflows align
• Neutral Sentiment: Articles comparing VOO with other index funds and discussing ETF fee cuts are mostly informational, but they underscore how strong demand remains for low-cost core equity ETFs. How Lower ETF Fees Are Saving 401(k) Investors Thousands
• Negative Sentiment: Some technical commentary warned that the S&P 500’s extended run could be nearing exhaustion, which could create near-term volatility for VOO if momentum fades. Elliott Wave and Market Breadth Align on Late-Stage Rally Risk for the S&P 500

Vanguard S&P 500 ETF Stock Up 0.8%

VOO stock opened at $678.04 on Friday. The company’s 50-day moving average price is $626.79 and its two-hundred day moving average price is $627.54. Vanguard S&P 500 ETF has a 12 month low of $517.36 and a 12 month high of $678.53. The firm has a market cap of $927.08 billion, a P/E ratio of 24.97 and a beta of 1.00.

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. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.