Vanguard S&P 500 ETF $VOO Shares Purchased by Diversify Wealth Management LLC

Diversify Wealth Management LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 185.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 119,306 shares of the company’s stock after purchasing an additional 77,447 shares during the period. Vanguard S&P 500 ETF accounts for about 1.4% of Diversify Wealth Management LLC’s holdings, making the stock its 7th biggest position. Diversify Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $78,054,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VOO. Curated Wealth Partners LLC raised its position in Vanguard S&P 500 ETF by 12.7% during the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after buying an additional 7,931 shares during the last quarter. Red Door Wealth Management LLC increased its stake in shares of Vanguard S&P 500 ETF by 4.4% during the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after acquiring an additional 1,498 shares during the period. Fullerton Fund Management Co Ltd. purchased a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $5,677,000. Motley Fool Wealth Management LLC lifted its position in Vanguard S&P 500 ETF by 89.9% in the fourth quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock valued at $30,007,000 after purchasing an additional 22,658 shares during the period. Finally, Lyell Wealth Management LP boosted its holdings in Vanguard S&P 500 ETF by 8.1% in the 4th quarter. Lyell Wealth Management LP now owns 11,706 shares of the company’s stock valued at $7,341,000 after purchasing an additional 876 shares in the last quarter.

Vanguard S&P 500 ETF News Roundup

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 Trading Up 0.5%

Shares of VOO traded up $3.17 during mid-day trading on Friday, hitting $693.86. The company’s stock had a trading volume of 5,313,623 shares, compared to its average volume of 9,397,288. Vanguard S&P 500 ETF has a 1-year low of $568.17 and a 1-year high of $699.15. The firm has a market capitalization of $989.16 billion, a P/E ratio of 24.97 and a beta of 1.00. The firm has a 50-day simple moving average of $683.21 and a 200 day simple moving average of $647.45.

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.