Shade Tree Advisors LLC Purchases 2,265 Shares of Vanguard S&P 500 ETF $VOO

Shade Tree Advisors LLC lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 65.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,727 shares of the company’s stock after acquiring an additional 2,265 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 2.7% of Shade Tree Advisors LLC’s portfolio, making the stock its 6th largest holding. Shade Tree Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $3,591,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC raised its position in Vanguard S&P 500 ETF by 6.5% in the fourth quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock worth $18,602,000 after acquiring an additional 2,112 shares in the last quarter. Bison Wealth LLC raised its position in Vanguard S&P 500 ETF by 6.1% in the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock worth $2,581,000 after acquiring an additional 277 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in Vanguard S&P 500 ETF in the first quarter worth $87,000. Wellington Capital Management Inc. purchased a new position in Vanguard S&P 500 ETF in the second quarter worth $332,000. Finally, United Bank purchased a new position in Vanguard S&P 500 ETF in the second quarter worth $264,000.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: HSBC raised its S&P 500 outlook, citing strong corporate earnings and AI-driven tech momentum, which is constructive for Vanguard S&P 500 ETF (VOO) as a broad-market tracker. Banking giant updates S&P 500 target for end of 2026
• Positive Sentiment: Several commentators argue the S&P 500 can keep climbing, with forecasts calling for much higher long-term index levels, which can boost interest in VOO as a simple way to gain exposure. The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher
• Positive Sentiment: Analysts highlighted that rising S&P 500 levels are improving the appeal of Vanguard’s ETF lineup, reinforcing demand for VOO from cost-conscious investors. Analysts see S&P 500 gains boosting Vanguard ETF appeal
• Positive Sentiment: A comparison piece argued that VOO’s lower fee structure versus SPY creates a meaningful long-term cost advantage, which can attract more assets into Vanguard S&P 500 ETF (VOO). The Hidden Drag of SPY’s Outdated UIT Structure: Why VOO’s 6.45 Basis Point Fee Advantage Matters Over a Decade
• Neutral Sentiment: Near-term market direction remains tied to geopolitics, with oil prices rising after renewed U.S.-Iran tensions; that could create volatility for the S&P 500 and, by extension, VOO. S&P 500 set for muted open as Trump brands Iran offer ‘totally unacceptable’
• Neutral Sentiment: Another article noted the index recently hit a record high and remains in an uptrend, but it did not add a fresh catalyst beyond the already favorable market backdrop for VOO. Week ahead: Top catalyst for S&P 500 Index, SPY, and VOO ETFs

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $679.52 on Tuesday. The stock has a fifty day moving average price of $628.51 and a two-hundred day moving average price of $628.41. The stock has a market capitalization of $929.11 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1 year low of $529.11 and a 1 year high of $681.06.

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.