Welch Group LLC Reduces Holdings in Vanguard S&P 500 ETF $VOO

Welch Group LLC lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 12.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,775 shares of the company’s stock after selling 1,197 shares during the quarter. Welch Group LLC’s holdings in Vanguard S&P 500 ETF were worth $5,244,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sequent Planning LLC grew its stake in shares of Vanguard S&P 500 ETF by 87.6% during the first quarter. Sequent Planning LLC now owns 5,281 shares of the company’s stock valued at $3,156,000 after acquiring an additional 2,466 shares in the last quarter. Wesbanco Bank Inc. lifted its stake in shares of Vanguard S&P 500 ETF by 3.5% in the first quarter. Wesbanco Bank Inc. now owns 33,595 shares of the company’s stock worth $20,075,000 after acquiring an additional 1,127 shares in the last quarter. Retirement Planning Group LLC NY boosted its holdings in Vanguard S&P 500 ETF by 1.1% in the first quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after purchasing an additional 17 shares during the last quarter. Financial Council LLC boosted its holdings in Vanguard S&P 500 ETF by 9.0% in the first quarter. Financial Council LLC now owns 5,616 shares of the company’s stock valued at $3,356,000 after purchasing an additional 464 shares during the last quarter. Finally, Long Island Wealth Management Inc. grew its position in shares of Vanguard S&P 500 ETF by 1.6% during the first quarter. Long Island Wealth Management Inc. now owns 5,869 shares of the company’s stock worth $3,507,000 after buying an additional 91 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $670.26 on Monday. The firm has a fifty day moving average of $676.28 and a two-hundred day moving average of $643.33. The firm has a market cap of $916.45 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $563.21 and a 1-year high of $699.15.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: VOO became the first ETF ever to surpass $1 trillion in assets, highlighting strong investor demand and reinforcing its status as a core market holding. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
• Positive Sentiment: Several pieces reinforce the ETF’s appeal as a long-term wealth-building tool, including articles highlighting its low cost, simple diversification, and ability to compound over time. Cost Conscious? Vanguard S&P 500 ETF Tops SPDR Rival
• Neutral Sentiment: Because VOO tracks the S&P 500, broader market optimism — including forecasts for further gains in the index — can support the ETF, but it also means performance depends heavily on large-cap U.S. equities. This Strategist Thinks the S&P 500 Could Smash Through 8,000 ‘In the Near Term’
• Negative Sentiment: Recent reports say VOO has declined for seven straight sessions, and some traders see risk that the market’s strong rally is due for a breather or reversal. VOO stock: Here’s why the S&P 500 Index could be on the verge of a reversal
• Negative Sentiment: One article also notes VOO’s heavy technology concentration, with nearly 40% of assets now in tech, which could increase sensitivity if megacap tech weakens. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

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.