Fee Only Financial Planning L.C. Has $4.13 Million Stake in Vanguard S&P 500 ETF $VOO

Fee Only Financial Planning L.C. decreased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOOFree Report) by 10.7% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,908 shares of the company’s stock after selling 825 shares during the period. Vanguard S&P 500 ETF comprises approximately 2.5% of Fee Only Financial Planning L.C.’s investment portfolio, making the stock its 9th biggest holding. Fee Only Financial Planning L.C.’s holdings in Vanguard S&P 500 ETF were worth $4,128,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in VOO. Nvest Wealth Strategies Inc. bought a new position in Vanguard S&P 500 ETF during the fourth quarter worth $26,000. United Community Bank bought a new position in shares of Vanguard S&P 500 ETF in the fourth quarter valued at about $27,000. Quattro Advisors LLC acquired a new stake in shares of Vanguard S&P 500 ETF during the 4th quarter worth about $27,000. Camelot Portfolios LLC bought a new stake in shares of Vanguard S&P 500 ETF during the 4th quarter worth about $27,000. Finally, Creative Capital Management Investments LLC grew its stake in Vanguard S&P 500 ETF by 900.0% in the 4th quarter. Creative Capital Management Investments LLC now owns 50 shares of the company’s stock valued at $31,000 after buying an additional 45 shares during the last quarter.

Key Stories Impacting Vanguard S&P 500 ETF

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

  • Positive Sentiment: Ed Yardeni said the AI-driven rally is grounded in earnings, not a bubble, and reiterated a year-end S&P 500 target of 8,250, which supports a constructive outlook for Vanguard S&P 500 ETF (VOO). Article Title
  • Positive Sentiment: Several market watchers said the S&P 500 may have more upside this year, citing favorable earnings growth and reasonable valuations, which could help VOO trend higher if broad market momentum continues. Article Title
  • Positive Sentiment: Recent commentary noted the S&P 500’s strong quarterly performance and its best week in two months, reinforcing the idea that broad equity demand remains intact for Vanguard S&P 500 ETF (VOO). Article Title
  • Neutral Sentiment: Some articles focused on how VOO compares with QQQ and on the ETF industry’s growth, which is informative for investors but not a direct driver of VOO today. Article Title
  • Negative Sentiment: Chip stocks and other AI-linked leaders sold off, dragging the Nasdaq and S&P 500 lower as investors worried about lofty tech valuations and rotated into defensive sectors, which weighs on Vanguard S&P 500 ETF (VOO). Article Title
  • Negative Sentiment: Several strategists warned that the S&P 500 looks expensive and could face a summer-to-fall drawdown, adding caution around near-term upside for VOO. Article Title

Vanguard S&P 500 ETF Stock Down 0.5%

Vanguard S&P 500 ETF stock opened at $687.08 on Wednesday. The company’s 50-day moving average price is $681.14 and its two-hundred day moving average price is $646.24. The stock has a market cap of $983.66 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 $568.17 and a twelve month high of $699.15.

About Vanguard S&P 500 ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Vanguard S&P 500 ETF (NYSEARCA:VOO)

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