Brookstone Capital Management Raises Stake in Vanguard S&P 500 ETF $VOO

Brookstone Capital Management lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 141,400 shares of the company’s stock after purchasing an additional 7,595 shares during the period. Vanguard S&P 500 ETF comprises about 1.0% of Brookstone Capital Management’s investment portfolio, making the stock its 15th largest position. Brookstone Capital Management’s holdings in Vanguard S&P 500 ETF were worth $84,494,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Roble Belko & Company Inc raised its stake in shares of Vanguard S&P 500 ETF by 1.3% during the first quarter. Roble Belko & Company Inc now owns 4,968 shares of the company’s stock valued at $2,969,000 after acquiring an additional 62 shares in the last quarter. jvl associates llc grew its stake in Vanguard S&P 500 ETF by 2,652.0% in the first quarter. jvl associates llc now owns 30,960 shares of the company’s stock worth $18,500,000 after purchasing an additional 29,835 shares in the last quarter. First Merchants Corp grew its stake in Vanguard S&P 500 ETF by 8.4% in the first quarter. First Merchants Corp now owns 61,028 shares of the company’s stock worth $36,467,000 after purchasing an additional 4,750 shares in the last quarter. SG Americas Securities LLC increased its holdings in Vanguard S&P 500 ETF by 110.9% during the 1st quarter. SG Americas Securities LLC now owns 24,244 shares of the company’s stock worth $14,487,000 after purchasing an additional 12,747 shares during the period. Finally, Tactive Advisors LLC increased its holdings in Vanguard S&P 500 ETF by 5.2% during the 1st quarter. Tactive Advisors LLC now owns 16,272 shares of the company’s stock worth $9,723,000 after purchasing an additional 804 shares during the period.

Vanguard S&P 500 ETF Stock Down 1.4%

Shares of NYSEARCA VOO opened at $676.34 on Wednesday. The business has a fifty day simple moving average of $674.10 and a two-hundred day simple moving average of $642.39. The firm has a market cap of $924.76 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a twelve month low of $556.37 and a twelve month high of $699.15.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: VOO continues to attract major investor interest, with one report noting billionaire Israel Englander has been buying the ETF, reinforcing the view that broad S&P 500 exposure remains a favored, low-cost way to invest in U.S. equities. Article Title
• Positive Sentiment: Another article argued that holding Vanguard S&P 500 ETF (VOO) in a Roth IRA can be tax-efficient because its distributions are relatively modest and mostly qualified dividends, supporting its appeal for long-term retirement investors. Article Title
• Neutral Sentiment: Coverage also highlighted that VOO has crossed the $1 trillion asset mark, underscoring its scale and popularity, but this was presented more as a market milestone than a direct catalyst for the ETF’s price. Article Title
• Neutral Sentiment: Separately, an article warned that index funds may increasingly diverge depending on holdings like SpaceX, which is a broader reminder that even passive funds can behave differently over time, though the piece was not specifically negative on VOO. Article Title
• Negative Sentiment: A critical piece argued that VOO’s ultra-low 0.03% fee can mask meaningful concentration risk, noting that nearly 37% of the fund is tied to technology stocks and suggesting the ETF may be more exposed to AI/tech weakness than many investors expect. Article Title

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.