Vanguard S&P 500 ETF $VOO is Discipline Wealth Solutions LLC’s 6th Largest Position

Discipline Wealth Solutions LLC increased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,026 shares of the company’s stock after purchasing an additional 2,048 shares during the quarter. Vanguard S&P 500 ETF makes up approximately 3.2% of Discipline Wealth Solutions LLC’s holdings, making the stock its 6th largest holding. Discipline Wealth Solutions LLC’s holdings in Vanguard S&P 500 ETF were worth $12,264,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Schear Investment Advisers LLC raised its position in Vanguard S&P 500 ETF by 0.8% during the 3rd quarter. Schear Investment Advisers LLC now owns 10,143 shares of the company’s stock valued at $6,211,000 after purchasing an additional 80 shares during the last quarter. Braun Stacey Associates Inc. increased its stake in shares of Vanguard S&P 500 ETF by 0.4% during the third quarter. Braun Stacey Associates Inc. now owns 33,605 shares of the company’s stock valued at $20,579,000 after buying an additional 150 shares during the period. Silver Oak Securities Incorporated increased its stake in shares of Vanguard S&P 500 ETF by 42.0% during the third quarter. Silver Oak Securities Incorporated now owns 11,466 shares of the company’s stock valued at $7,022,000 after buying an additional 3,389 shares during the period. Bay Capital Advisors LLC raised its holdings in shares of Vanguard S&P 500 ETF by 3.8% during the third quarter. Bay Capital Advisors LLC now owns 487 shares of the company’s stock valued at $299,000 after acquiring an additional 18 shares in the last quarter. Finally, Ballentine Capital Advisors Inc lifted its stake in Vanguard S&P 500 ETF by 0.5% in the third quarter. Ballentine Capital Advisors Inc now owns 31,937 shares of the company’s stock worth $19,558,000 after acquiring an additional 174 shares during the period.

Vanguard S&P 500 ETF News Summary

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 Down 0.7%

NYSEARCA:VOO opened at $627.13 on Friday. The firm’s fifty day simple moving average is $624.66 and its 200 day simple moving average is $601.91. The stock has a market cap of $780.41 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month 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.