Coastline Trust Co Trims Stock Holdings in Vanguard S&P 500 ETF $VOO

Coastline Trust Co reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,737 shares of the company’s stock after selling 860 shares during the period. Coastline Trust Co’s holdings in Vanguard S&P 500 ETF were worth $7,188,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Capital Wealth Alliance LLC lifted its position in shares of Vanguard S&P 500 ETF by 1.9% in the second quarter. Capital Wealth Alliance LLC now owns 7,919 shares of the company’s stock worth $4,498,000 after buying an additional 148 shares in the last quarter. Calamos Wealth Management LLC increased its stake in Vanguard S&P 500 ETF by 41.2% in the 3rd quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock worth $7,260,000 after acquiring an additional 3,459 shares during the last quarter. Capital Advisors Wealth Management LLC raised its holdings in shares of Vanguard S&P 500 ETF by 228.1% during the 3rd quarter. Capital Advisors Wealth Management LLC now owns 2,408 shares of the company’s stock worth $1,475,000 after acquiring an additional 1,674 shares in the last quarter. Fermata Advisors LLC raised its holdings in shares of Vanguard S&P 500 ETF by 21.5% during the 3rd quarter. Fermata Advisors LLC now owns 15,139 shares of the company’s stock worth $9,271,000 after acquiring an additional 2,680 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC boosted its position in shares of Vanguard S&P 500 ETF by 30.9% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 28,602 shares of the company’s stock valued at $17,515,000 after acquiring an additional 6,748 shares during the last quarter.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: VOO’s cost advantage vs. SPY supports long-term inflows — it tracks the same S&P 500 index and delivers identical exposure with a materially lower expense ratio, which is attractive to fee-sensitive investors. VOO vs. SPY: Which Popular S&P 500 ETF Wins Out for Investors?
• Positive Sentiment: Decent jobs data helped the S&P 500 finish strong into year-end, a momentum tailwind for VOO given its 1:1 exposure to the index. Stock Market Live December 31: Decent Jobs Numbers Help S&P 500 (VOO) Gain on New Year’s Eve
• Positive Sentiment: Strong 2025 index performance (roughly +20% led by tech/AI) and analyst optimism for 2026 could keep demand for broad S&P exposure high. Top 5 stocks to watch in the S&P 500 Index, VOO, and SPY ETFs in 2026
• Neutral Sentiment: Analysis recommends holding S&P 500 exposure as a “forward-compatible” position for broad AI-driven market shifts, but flags high P/E, AI concentration and a low historical dividend yield — a mixed view that supports passive index ownership while noting valuation risk. VOO: Stay Forward-Compatible With The S&P 500
• Neutral Sentiment: Barron’s notes Fed division and macro variables as key 2026 drivers for the S&P 500 — policy uncertainty could increase volatility but isn’t a VOO-specific risk beyond index sensitivity to rates and growth. How a Divided Fed Could Define the S&P 500 in 2026
• Negative Sentiment: Pre-market commentary flagged pressure on tech and AI names, and VOO was noted down in early action — concentrated weakness in large-cap tech can disproportionately drag VOO given the index’s market-cap weighting. Vanguard S&P 500 ETF (VOO) Daily Update, 12/31/2025
• Negative Sentiment: Market-wide sentiment faded into year-end (futures down, S&P logged multiple-session declines and the Fear & Greed index softened), which increases downside risk for broad ETFs like VOO in the near term. Stock Market Today: S&P 500, Dow Jones Futures Down As Santa Rally Hopes Fade

Vanguard S&P 500 ETF Stock Performance

Shares of VOO opened at $627.13 on Friday. The stock has a market capitalization of $780.41 billion, a PE ratio of 24.97 and a beta of 1.00. The company’s fifty day moving average is $624.66 and its 200 day moving average is $601.91. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $636.08.

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.