Oak Harvest Investment Services reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,226 shares of the company’s stock after selling 2,925 shares during the period. Vanguard S&P 500 ETF accounts for about 4.4% of Oak Harvest Investment Services’ holdings, making the stock its 2nd biggest position. Oak Harvest Investment Services’ holdings in Vanguard S&P 500 ETF were worth $46,859,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Vanguard S&P 500 ETF by 3.0% in the fourth quarter. Vanguard Group Inc. now owns 39,068,508 shares of the company’s stock valued at $24,501,033,000 after acquiring an additional 1,141,931 shares in the last quarter. California Public Employees Retirement System increased its position in Vanguard S&P 500 ETF by 6.5% during the 1st quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock worth $20,099,155,000 after purchasing an additional 2,049,100 shares in the last quarter. Raymond James Financial Inc. raised its stake in Vanguard S&P 500 ETF by 3.6% in the 4th quarter. Raymond James Financial Inc. now owns 29,347,563 shares of the company’s stock valued at $18,404,737,000 after purchasing an additional 1,019,492 shares during the last quarter. Bank of America Corp DE raised its stake in Vanguard S&P 500 ETF by 1.3% in the 1st quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock valued at $16,397,406,000 after purchasing an additional 354,072 shares during the last quarter. Finally, Royal Bank of Canada lifted its holdings in Vanguard S&P 500 ETF by 496.2% in the 4th quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock valued at $13,393,573,000 after purchasing an additional 17,774,521 shares in the last quarter.
Vanguard S&P 500 ETF Trading Up 0.7%
NYSEARCA:VOO opened at $714.95 on Friday. Vanguard S&P 500 ETF has a 12-month low of $578.46 and a 12-month high of $716.39. The firm has a market cap of $1.02 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The company’s 50-day moving average is $687.87 and its two-hundred day moving average is $657.68.
Trending Headlines about Vanguard S&P 500 ETF
- Positive Sentiment: Softer wholesale inflation reduced rate concerns. Moderated producer-price data eased fears that the Federal Reserve would need to keep interest rates higher for longer, helping lift equity valuations and pushing the S&P 500 to a new record. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
- Positive Sentiment: Technology and AI shares remained key market leaders. Continued enthusiasm for artificial-intelligence investment and strong technology performance provided meaningful support for the index, benefiting VOO’s large-cap growth holdings. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
- Positive Sentiment: Tariff refunds could improve constituent-company cash flow. More than 40 S&P 500 companies reportedly disclosed billions of dollars in tariff refunds, with some cash already received. The refunds may provide a modest earnings and liquidity benefit for affected holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
- Neutral Sentiment: Index rebalancing news was supportive but limited. Reddit’s upcoming S&P 500 inclusion highlights ongoing changes within the benchmark, but the event has little direct effect on VOO’s overall diversified portfolio. Reddit shares jump 11% on inclusion in S&P 500
- Negative Sentiment: Valuation remains a longer-term risk. Commentary noted that the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s long-term return expectations are comparatively modest. This could limit future returns or increase sensitivity to disappointing earnings and interest-rate news. The S&P 500 Costs 27.5 Times Earnings
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.
Further Reading
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