Balance Wealth LLC Has $24.12 Million Holdings in Vanguard S&P 500 ETF $VOO

Balance Wealth LLC grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 53.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 40,372 shares of the company’s stock after purchasing an additional 14,067 shares during the period. Vanguard S&P 500 ETF comprises approximately 7.5% of Balance Wealth LLC’s investment portfolio, making the stock its 2nd largest position. Balance Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $24,125,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Clarkston Capital Partners LLC grew its stake in shares of 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 buying an additional 16 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. lifted 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 acquiring an additional 16 shares during the last quarter. Midwest Heritage Bank FSB lifted 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 acquiring an additional 17 shares during the last quarter. Clear Harbor Asset Management LLC boosted 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 valued at $353,000 after acquiring an additional 17 shares in the last quarter. Finally, Nautilus Advisors LLC boosted 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 valued at $425,000 after acquiring an additional 18 shares in the last quarter.

Trending Headlines about Vanguard S&P 500 ETF

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

• Positive Sentiment: VOO became the first ETF ever to surpass $1 trillion in assets, highlighting strong investor demand and reinforcing its status as a core market holding. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
• Positive Sentiment: Several pieces reinforce the ETF’s appeal as a long-term wealth-building tool, including articles highlighting its low cost, simple diversification, and ability to compound over time. Cost Conscious? Vanguard S&P 500 ETF Tops SPDR Rival
• Neutral Sentiment: Because VOO tracks the S&P 500, broader market optimism — including forecasts for further gains in the index — can support the ETF, but it also means performance depends heavily on large-cap U.S. equities. This Strategist Thinks the S&P 500 Could Smash Through 8,000 ‘In the Near Term’
• Negative Sentiment: Recent reports say VOO has declined for seven straight sessions, and some traders see risk that the market’s strong rally is due for a breather or reversal. VOO stock: Here’s why the S&P 500 Index could be on the verge of a reversal
• Negative Sentiment: One article also notes VOO’s heavy technology concentration, with nearly 40% of assets now in tech, which could increase sensitivity if megacap tech weakens. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

Vanguard S&P 500 ETF Stock Down 0.8%

Shares of VOO opened at $670.26 on Friday. Vanguard S&P 500 ETF has a 12-month low of $563.21 and a 12-month high of $699.15. The business has a 50-day simple moving average of $676.28 and a two-hundred day simple moving average of $643.23. The stock has a market cap of $916.45 billion, a PE ratio of 24.97 and a beta of 1.00.

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.