Vanguard S&P 500 ETF $VOO Stock Position Increased by SilverOak Wealth Management LLC

SilverOak Wealth Management LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 158,557 shares of the company’s stock after buying an additional 913 shares during the quarter. Vanguard S&P 500 ETF comprises approximately 14.0% of SilverOak Wealth Management LLC’s holdings, making the stock its 3rd largest holding. SilverOak Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $108,899,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Birch Capital Management LLC purchased a new position in shares of Vanguard S&P 500 ETF during the 2nd quarter worth about $25,000. Nvest Wealth Strategies Inc. purchased a new stake in Vanguard S&P 500 ETF in the 4th quarter worth about $26,000. Camelot Portfolios LLC purchased a new stake in Vanguard S&P 500 ETF in the 4th quarter worth about $27,000. United Community Bank bought a new stake in Vanguard S&P 500 ETF in the fourth quarter worth about $27,000. Finally, Quattro Advisors LLC purchased a new position in shares of Vanguard S&P 500 ETF during the fourth quarter valued at approximately $27,000.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: Moderated wholesale inflation and softer-than-expected producer-price data reduced fears of additional Federal Reserve rate increases. Markets are increasingly betting that the Fed will hold rates steady in September, supporting large-cap stocks and VOO’s underlying holdings. S&P 500 Logs Third-Consecutive Weekly Gain
• Positive Sentiment: The S&P 500 closed at another record high as easing inflation, lower oil prices, and continued technology-sector strength improved investor sentiment. This provides a favorable near-term backdrop for VOO, which tracks the index. Dow rises as S&P 500 closes at record high
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with about $2.1 billion already received in cash. Refunds could support corporate earnings and cash flow across some of VOO’s holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Long-term analysis notes that the S&P 500 has historically produced roughly 10% annualized total returns, supporting the case for holding VOO over extended periods. However, this is historical context rather than a direct catalyst for current trading. Where Will the Vanguard S&P 500 ETF Be in 20 Years?
• Negative Sentiment: Renewed Middle East tensions and uncertainty heading into the weekend are limiting risk appetite, helping explain why VOO has pulled back even as the broader index remains near record levels. S&P 500 edges higher as earnings offset Middle East tensions
• Negative Sentiment: Valuation is a longer-term concern: the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s projected U.S. stock returns are below historical averages. High valuations may make VOO more sensitive to disappointing earnings or interest-rate surprises. The S&P 500 Costs 27.5 Times Earnings

Vanguard S&P 500 ETF Stock Performance

VOO opened at $713.61 on Monday. The stock’s 50 day moving average price is $688.58 and its 200-day moving average price is $658.22. Vanguard S&P 500 ETF has a one year low of $578.46 and a one year high of $716.39. The stock has a market cap of $1.02 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

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.