Vanguard S&P 500 ETF $VOO is Beacon Harbor Wealth Advisors Inc.’s 2nd Largest Position

Beacon Harbor Wealth Advisors Inc. raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 45,621 shares of the company’s stock after purchasing an additional 785 shares during the quarter. Vanguard S&P 500 ETF accounts for 5.7% of Beacon Harbor Wealth Advisors Inc.’s portfolio, making the stock its 2nd largest position. Beacon Harbor Wealth Advisors Inc.’s holdings in Vanguard S&P 500 ETF were worth $27,261,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of VOO. Leonard Rickey Investment Advisors P.L.L.C. increased its holdings in 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 worth $2,086,000 after buying an additional 16 shares during the period. Midwest Heritage Bank FSB boosted its holdings 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 increased its stake in shares of Vanguard S&P 500 ETF by 3.1% in the fourth quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock worth $353,000 after acquiring an additional 17 shares during the period. Retirement Planning Group LLC NY raised its holdings in shares of Vanguard S&P 500 ETF by 1.1% during the first quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock worth $928,000 after purchasing an additional 17 shares during the last quarter. Finally, SevenBridge Financial Group LLC lifted its position in Vanguard S&P 500 ETF by 4.7% during the third quarter. SevenBridge Financial Group LLC now owns 400 shares of the company’s stock valued at $251,000 after purchasing an additional 18 shares during the period.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: U.S. stocks ended higher as AI and semiconductor strength lifted the S&P 500 close to a record, supporting VOO because it tracks the broad index. Dow rises as S&P 500 nears record, SK Hynix debut boosts AI chip stocks
• Positive Sentiment: VOO crossed $1 trillion in assets under management, a major milestone that underscores strong investor demand for the fund. VOO Just Crossed $1 Trillion. Here’s the Hidden Risk Nobody’s Pricing In
• Neutral Sentiment: Market futures slipped earlier in the session as investors weighed Middle East risks and watched the SK Hynix listing, but the pullback appeared limited compared with the broader rally. S&P 500, Nasdaq futures slip as investors eye SK Hynix listing, Middle East risks
• Neutral Sentiment: Commentary comparing the S&P 500 with other retirement-focused ETFs and funds is more about portfolio strategy than a direct catalyst for VOO. If You’re Retiring in the 2030s, These 3 ETFs Beat a Target Date Fund
• Neutral Sentiment: Articles noting that the S&P 500 has trailed some alternative funds this year are not a direct negative for VOO, but they highlight competition for investor capital. The S&P 500 Is Up 5% This Year. This ‘Cash Cow’ Fund Is Up 9%

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $693.86 on Friday. The firm’s fifty day moving average is $683.21 and its two-hundred day moving average is $647.45. The firm has a market cap of $989.16 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a one year low of $568.17 and a one year high of $699.15.

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.