Fortem Financial Group LLC Trims Position in Vanguard S&P 500 ETF $VOO

Fortem Financial Group LLC decreased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 36.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,457 shares of the company’s stock after selling 853 shares during the quarter. Fortem Financial Group LLC’s holdings in Vanguard S&P 500 ETF were worth $871,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of VOO. Clarkston Capital Partners LLC raised its stake in Vanguard S&P 500 ETF by 0.3% during the third quarter. Clarkston Capital Partners LLC now owns 6,120 shares of the company’s stock worth $3,748,000 after purchasing an additional 16 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. grew its stake in shares of Vanguard S&P 500 ETF by 0.5% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock valued at $2,086,000 after buying an additional 16 shares during the period. Midwest Heritage Bank FSB grew its stake in shares of Vanguard S&P 500 ETF by 0.7% in the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock valued at $1,601,000 after buying an additional 17 shares during the period. Clear Harbor Asset Management LLC increased its holdings in shares of Vanguard S&P 500 ETF by 3.1% during the 4th quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock worth $353,000 after buying an additional 17 shares during the last quarter. Finally, Nautilus Advisors LLC increased its holdings in shares of Vanguard S&P 500 ETF by 2.7% during the 3rd quarter. Nautilus Advisors LLC now owns 693 shares of the company’s stock worth $425,000 after buying an additional 18 shares during the last quarter.

Vanguard S&P 500 ETF Stock Performance

VOO stock opened at $686.10 on Tuesday. Vanguard S&P 500 ETF has a one year low of $545.75 and a one year high of $699.15. The firm has a market cap of $938.10 billion, a PE ratio of 24.97 and a beta of 1.00. The firm’s 50 day moving average price is $673.07 and its 200-day moving average price is $642.06.

Trending Headlines about Vanguard S&P 500 ETF

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

• Positive Sentiment: Articles arguing that VOO is a strong core holding for Roth IRAs emphasize its tax advantages and low-yield, qualified-dividend structure, reinforcing its appeal for long-term investors. The Case for Holding VOO in Your Roth IRA
• Positive Sentiment: TipRanks highlighted billionaire investor Israel Englander making a large bet on VOO, which can be read as a vote of confidence in passive S&P 500 exposure. Billionaire Israel Englander Goes Big on Vanguard S&P 500 ETF (VOO)
• Positive Sentiment: Coverage noting that VOO recently broke a major record suggests continued inflows and popularity for the ETF, which can support demand. The Vanguard S&P 500 ETF Just Broke an Incredible Record. Here’s What It Means for the Stock Market.
• Neutral Sentiment: Comparisons between VOO and SPY mainly focus on trading differences rather than a clear catalyst for VOO’s price. Better S&P 500 ETF: VOO vs. SPY
• Neutral Sentiment: Broader market commentary on the S&P 500 points to mixed macro conditions: hawkish Fed policy and elevated valuation concerns could temper upside for VOO even as some strategists raise year-end targets. Top 3 Catalysts for the S&P 500 Index this week Warning: The S&P 500 Could Be on the Verge of Doing Something for the First Time in 155 Years, and It’s Not Good News for Investors Banking giant updates S&P 500 2026 target
• Negative Sentiment: Short-term market sentiment was cautious as futures turned lower and investors weighed geopolitical uncertainty, which could pressure broad equity ETFs like VOO. Stock Market: Will S&P 500 Open Up Or Down Today?

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.