CrossGen Wealth LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 4,361 shares of the company’s stock, valued at approximately $2,735,000. Vanguard S&P 500 ETF comprises approximately 2.4% of CrossGen Wealth LLC’s holdings, making the stock its 12th largest holding.
Several other hedge funds and other institutional investors have also recently made changes to their positions in VOO. Plotkin Financial Advisors LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 2.7% during the fourth quarter. Plotkin Financial Advisors LLC now owns 1,807 shares of the company’s stock valued at $1,133,000 after purchasing an additional 48 shares in the last quarter. Strive Financial Group LLC bought a new stake in Vanguard S&P 500 ETF in the 4th quarter worth about $9,592,000. Mercer Global Advisors Inc. ADV raised its position in Vanguard S&P 500 ETF by 9.5% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 5,382,675 shares of the company’s stock worth $3,115,689,000 after buying an additional 465,946 shares during the last quarter. Summit Global Investments raised its position in Vanguard S&P 500 ETF by 4.7% in the 4th quarter. Summit Global Investments now owns 2,257 shares of the company’s stock worth $1,415,000 after buying an additional 102 shares during the last quarter. Finally, Raymond James Financial Inc. lifted its stake in Vanguard S&P 500 ETF by 3.6% during the 4th quarter. Raymond James Financial Inc. now owns 29,347,563 shares of the company’s stock valued at $18,404,737,000 after acquiring an additional 1,019,492 shares during the period.
Vanguard S&P 500 ETF Stock Up 1.0%
Shares of NYSEARCA VOO opened at $688.11 on Friday. The firm’s 50-day moving average price is $670.51 and its 200-day moving average price is $641.20. The company has a market cap of $940.85 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $545.75 and a 52-week high of $699.15.
Vanguard S&P 500 ETF News Roundup
- Positive Sentiment: The S&P 500 posted a weekly gain and extended its recent winning streak, helped by a peace deal that offset Federal Reserve jitters, which supports VOO because it tracks the index. S&P 500 Snapshot: Peace Deal Overcomes Fed Jitters
- Positive Sentiment: Several articles highlighted VOO as a core long-term holding and cited Warren Buffett’s long-standing support for low-cost index funds, reinforcing investor confidence in the ETF’s simple, diversified strategy. Warren Buffett Has Recommended This 1 Investment for Decades. History Says He’s Been Right Every Single Time.
- Positive Sentiment: VOO was also included in lists of top ETFs to buy for 2026 and beyond, which may continue to attract passive inflows from investors seeking broad market exposure. The Best ETFs to Buy for 2026 and Beyond
- Neutral Sentiment: Some commentary questioned whether VOO’s heavy concentration in large technology stocks could be a drawback if inflation stays elevated, but this is more of a valuation/style concern than an immediate problem. VOO vs. SCHD: Which Is the Smarter Buy When Inflation Is Running Hot?
- Neutral Sentiment: Other coverage compared VOO with rival S&P 500 ETFs such as IVV and RSP, and noted that VOO remains one of the most popular, low-cost ways to own the index, with no major change to its core investment case. VOO vs. IVV: Which Popular S&P 500 ETF Is the Better Buy for Investors?
- Negative Sentiment: One report argued that VOO may be priced at a premium versus its historical valuation and competing risk-free yields, which could make some investors more cautious after the recent run-up. Is What’s Inside VOO Worth The Price On The Label?
- Negative Sentiment: Another theme in the coverage suggested the market is increasingly dependent on a small group of AI and mega-cap tech leaders, raising concentration risk for an index-fund investor like VOO. Why the Invesco S&P 500 Equal Weight ETF (RSP) Might Be a Better Buy Than the Flagship Vanguard S&P 500 ETF (VOO) Right Now
Vanguard S&P 500 ETF 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.
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