Wescott Financial Advisory Group LLC lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 284,296 shares of the company’s stock after selling 9,220 shares during the period. Vanguard S&P 500 ETF comprises 15.6% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its biggest position. Wescott Financial Advisory Group LLC’s holdings in Vanguard S&P 500 ETF were worth $178,291,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also modified their holdings of the stock. SmartHarvest Portfolios LLC acquired a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at about $707,000. RAM Investment Partners LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 12.4% in the 4th quarter. RAM Investment Partners LLC now owns 1,880 shares of the company’s stock valued at $1,179,000 after buying an additional 207 shares during the period. Lyell Wealth Management LP lifted its holdings in shares of Vanguard S&P 500 ETF by 8.1% in the 4th quarter. Lyell Wealth Management LP now owns 11,706 shares of the company’s stock valued at $7,341,000 after buying an additional 876 shares during the period. Private Management Group Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 20.1% in the 4th quarter. Private Management Group Inc. now owns 431 shares of the company’s stock valued at $270,000 after buying an additional 72 shares during the period. Finally, Stirlingshire Investments Inc. acquired a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at about $339,000.
Vanguard S&P 500 ETF Stock Up 1.7%
Shares of VOO stock opened at $678.23 on Friday. The stock has a market cap of $927.34 billion, a PE ratio of 24.97 and a beta of 1.00. The business has a 50-day simple moving average of $662.21 and a 200-day simple moving average of $638.94. Vanguard S&P 500 ETF has a 52-week low of $545.75 and a 52-week high of $699.15.
Key Vanguard S&P 500 ETF News
- Positive Sentiment: Vanguard’s S&P 500 ETF has reportedly become the first ETF ever to reach $1 trillion in assets, reinforcing VOO’s status as the flagship low-cost index fund for investors. The First Trillion-Dollar ETF Becomes The ‘Elon Musk’ Of Funds
- Positive Sentiment: Market commentary suggests S&P 500 pullbacks after record highs can still lead to further gains over time, which supports the long-term case for VOO. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
- Positive Sentiment: U.S. stocks rebounded as chip and tech shares bounced, helping lift the broader S&P 500 and, by extension, VOO. S&P500 Forecast: Tech Stocks Bounce as Iran Tensions Test Market Gains
- Neutral Sentiment: Several articles compared VOO with other Vanguard or tech-focused ETFs, but these were mainly allocation discussions rather than direct catalysts for VOO. This Vanguard ETF Has Outperformed the Company’s S&P 500 Fund for Years. Most Investors Have Never Heard of It.
- Neutral Sentiment: Coverage of VOO versus VTI, dividend ETF alternatives, and the best Vanguard ETFs highlights investor interest in the fund, but does not change the underlying fundamentals. VOO vs. VTI: Should You Own the S&P 500 or the Entire Market?
- Neutral Sentiment: Concerns about inflation, Iran tensions, and potential rate hikes added uncertainty to the market, but the impact on VOO was indirect and balanced by broader index strength. S&P500 and Nasdaq 100: US Stocks Forecast Hinges on CPI and Iran Risks
- Negative Sentiment: Some market notes warned that U.S. stocks are facing pressure from rising inflation, geopolitical risk, and weaker breadth, which could weigh on VOO if the broader market retreats. S&P 500 Index: Iran Threats, 4% Inflation and Chip Rout Sink Stocks
- Negative Sentiment: Commentary about market warning signs and a sharp S&P 500 pullback suggests investors are becoming more cautious after a strong run. A Closer Look at an Unusual S&P 500 Pullback
About Vanguard S&P 500 ETF
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.
Featured Articles
- Five stocks we like better than Vanguard S&P 500 ETF
- Build On a Strong Earnings Season With These 3 ETFs
- Microsoft Just Gave Investors 3 Dates They Can’t Afford to Ignore
- NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
- The World Cup Is Coming—These 3 Stocks Could Cash In
Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report).
Receive News & Ratings for Vanguard S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
