Vanguard S&P 500 ETF $VOO Holdings Increased by GoalVest Advisory LLC

GoalVest Advisory LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 319,605 shares of the company’s stock after acquiring an additional 17,153 shares during the quarter. Vanguard S&P 500 ETF accounts for 11.5% of GoalVest Advisory LLC’s holdings, making the stock its 3rd largest position. GoalVest Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $223,999,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Bay Harbor Wealth Management LLC increased its holdings in shares of Vanguard S&P 500 ETF by 20.8% during the 2nd quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock valued at $60,000 after purchasing an additional 15 shares in the last quarter. Spinnaker Trust boosted its holdings in Vanguard S&P 500 ETF by 0.4% during the second quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock worth $2,502,000 after buying an additional 15 shares in the last quarter. Roxbury Financial LLC grew its position in Vanguard S&P 500 ETF by 5.1% during the third quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock valued at $217,000 after buying an additional 15 shares during the period. Hibernia Wealth Partners LLC grew its position in Vanguard S&P 500 ETF by 2.6% during the first quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock valued at $374,000 after buying an additional 16 shares during the period. Finally, Graves Light Lenhart Wealth Inc. increased its holdings in Vanguard S&P 500 ETF by 0.9% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 1,712 shares of the company’s stock valued at $1,176,000 after buying an additional 16 shares in the last quarter.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: Lower oil prices and rising S&P 500 futures supported VOO as investors awaited the employment report. Discussion of potential European oil-reserve releases helped ease inflation concerns, while strong payroll data could reinforce economic resilience. S&P500: Futures Rise as Oil Retreats Before Payrolls
• Positive Sentiment: Analysts cited strong corporate earnings, seasonal fourth-quarter strength, post-midterm optimism and ongoing AI spending as reasons stocks could continue rallying even with interest rates remaining high. These factors are broadly supportive of VOO’s large-cap holdings. Why Stocks Could Defy Higher Rates & Keep Rallying
• Positive Sentiment: Oversold market breadth is being viewed as a potential rebound signal, while continued demand for Nvidia’s AI platforms and solid prospects for Alphabet and Amazon are helping support the S&P 500’s earnings outlook. S&P 500 Forecast: Oversold Breadth Signals Rally
• Neutral Sentiment: VOO continues to be highlighted as a simple, diversified way to own major U.S. companies. Articles emphasizing its long-term compounding potential may support buy-and-hold demand, but they do not provide a near-term trading catalyst. What History Says a $1,000 Investment in VOO Could Be Worth
• Negative Sentiment: Higher Treasury yields remain a headwind because they increase the discount rate applied to future earnings. Citadel strategist Scott Rubner also warned that a historical year-end rally pattern may not repeat after a key condition failed this year. Citadel’s Strategist Says History Favors a Year-End Rally
• Negative Sentiment: Some investors question whether VOO offers enough upside after its strong multiyear performance, particularly compared with more targeted Vanguard funds. Its valuation and proximity to a record high could encourage profit-taking if rates or economic data disappoint. Is VOO Still a Buy?

Vanguard S&P 500 ETF Trading Up 0.8%

Shares of Vanguard S&P 500 ETF stock traded up $5.35 during trading hours on Friday, reaching $707.70. The stock had a trading volume of 3,240,874 shares, compared to its average volume of 8,714,195. The stock’s 50 day moving average is $702.22 and its 200 day moving average is $676.02. Vanguard S&P 500 ETF has a twelve month low of $578.46 and a twelve month high of $716.39. The firm has a market capitalization of $1.05 trillion, a PE ratio of 24.97 and a beta of 1.00.

Vanguard S&P 500 ETF 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.