Circle Wealth Management LLC Has $169.46 Million Stake in Vanguard S&P 500 ETF $VOO

Circle Wealth Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 87.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 270,210 shares of the company’s stock after purchasing an additional 126,167 shares during the quarter. Vanguard S&P 500 ETF comprises about 2.6% of Circle Wealth Management LLC’s investment portfolio, making the stock its 7th largest position. Circle Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $169,457,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC increased its position in Vanguard S&P 500 ETF by 6.5% during the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after purchasing an additional 2,112 shares during the period. Bison Wealth LLC increased its position in Vanguard S&P 500 ETF by 6.1% during the 4th quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock valued at $2,581,000 after purchasing an additional 277 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in Vanguard S&P 500 ETF during the 1st quarter valued at about $87,000. Wellington Capital Management Inc. purchased a new position in Vanguard S&P 500 ETF during the 2nd quarter valued at about $332,000. Finally, United Bank purchased a new position in Vanguard S&P 500 ETF during the 2nd quarter valued at about $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: Vanguard’s ETF business has overtaken iShares as the largest ETF provider, reinforcing investor confidence in the Vanguard franchise and the appeal of VOO as a flagship index fund. Vanguard Overtakes iShares as Largest ETF Provider in Historic Industry Shift
• Positive Sentiment: VOO was highlighted as the first ETF to hit $1 trillion in assets, a milestone that signals strong and persistent demand for the fund. The First Trillion-Dollar ETF Becomes The ‘Elon Musk’ Of Funds
• Positive Sentiment: Market commentary remains constructive on large-cap U.S. equities, with articles arguing that the S&P 500 can still deliver gains even at record highs, which supports demand for VOO. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
• Neutral Sentiment: Several pieces compared VOO with other S&P 500 or factor ETFs, but these are mostly informational and do not suggest an immediate change in fundamentals. VOO vs. SPY: Which S&P 500 ETF is The Better Bet?
• Neutral Sentiment: Some articles suggested lower-fee or factor-based alternatives to VOO, which may modestly pressure flows over time but are not a direct negative for the fund today. Forget VOO, This Fund Holds the Exact Same 500 Stocks for a 33% Lower Fee
• Negative Sentiment: Broader market uncertainty, including higher rate expectations and geopolitical tensions, could weigh on S&P 500 performance and temper upside for VOO if risk appetite fades. S&P500 Forecast: Tech Stocks Bounce as Iran Tensions Test Market Gains

Vanguard S&P 500 ETF Stock Performance

NYSEARCA VOO opened at $681.95 on Friday. The company has a market capitalization of $932.43 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The company’s 50-day simple moving average is $663.80 and its two-hundred day simple moving average is $639.24. Vanguard S&P 500 ETF has a one year low of $545.75 and a one year high of $699.15.

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.