Balboa Wealth Partners Has $7.83 Million Stock Holdings in Vanguard S&P 500 ETF $VOO

Balboa Wealth Partners decreased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 28.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 13,098 shares of the company’s stock after selling 5,300 shares during the period. Vanguard S&P 500 ETF makes up 1.3% of Balboa Wealth Partners’ holdings, making the stock its 14th largest position. Balboa Wealth Partners’ holdings in Vanguard S&P 500 ETF were worth $7,827,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the stock. Curated Wealth Partners LLC increased its holdings in Vanguard S&P 500 ETF by 12.7% in the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after purchasing an additional 7,931 shares in the last quarter. Certified Advisory Corp boosted its holdings in shares of Vanguard S&P 500 ETF by 37.4% during the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after buying an additional 7,110 shares in the last quarter. Red Door Wealth Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF by 4.4% during the 4th quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after buying an additional 1,498 shares in the last quarter. Fullerton Fund Management Co Ltd. acquired a new stake in shares of Vanguard S&P 500 ETF during the 4th quarter worth approximately $5,677,000. Finally, Motley Fool Wealth Management LLC increased its stake in shares of Vanguard S&P 500 ETF by 89.9% in the 4th quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock valued at $30,007,000 after acquiring an additional 22,658 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: Articles arguing that VOO is a strong core holding for Roth IRAs emphasize its tax advantages and low-yield, qualified-dividend structure, reinforcing its appeal for long-term investors. The Case for Holding VOO in Your Roth IRA
• Positive Sentiment: TipRanks highlighted billionaire investor Israel Englander making a large bet on VOO, which can be read as a vote of confidence in passive S&P 500 exposure. Billionaire Israel Englander Goes Big on Vanguard S&P 500 ETF (VOO)
• Positive Sentiment: Coverage noting that VOO recently broke a major record suggests continued inflows and popularity for the ETF, which can support demand. The Vanguard S&P 500 ETF Just Broke an Incredible Record. Here’s What It Means for the Stock Market.
• Neutral Sentiment: Comparisons between VOO and SPY mainly focus on trading differences rather than a clear catalyst for VOO’s price. Better S&P 500 ETF: VOO vs. SPY
• Neutral Sentiment: Broader market commentary on the S&P 500 points to mixed macro conditions: hawkish Fed policy and elevated valuation concerns could temper upside for VOO even as some strategists raise year-end targets. Top 3 Catalysts for the S&P 500 Index this week Warning: The S&P 500 Could Be on the Verge of Doing Something for the First Time in 155 Years, and It’s Not Good News for Investors Banking giant updates S&P 500 2026 target
• Negative Sentiment: Short-term market sentiment was cautious as futures turned lower and investors weighed geopolitical uncertainty, which could pressure broad equity ETFs like VOO. Stock Market: Will S&P 500 Open Up Or Down Today?

Vanguard S&P 500 ETF Stock Down 0.3%

Vanguard S&P 500 ETF stock opened at $686.10 on Tuesday. Vanguard S&P 500 ETF has a 12-month low of $545.75 and a 12-month high of $699.15. The firm’s fifty day moving average is $673.07 and its 200 day moving average is $642.06. The company has a market capitalization of $938.10 billion, a PE ratio of 24.97 and a beta of 1.00.

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.