Falcon Wealth Planning Has $2.57 Million Stock Position in Vanguard S&P 500 ETF $VOO

Falcon Wealth Planning lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 24.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,295 shares of the company’s stock after purchasing an additional 836 shares during the quarter. Falcon Wealth Planning’s holdings in Vanguard S&P 500 ETF were worth $2,567,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Curated Wealth Partners LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 12.7% during the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after acquiring an additional 7,931 shares during the period. Certified Advisory Corp grew its holdings in shares of Vanguard S&P 500 ETF by 37.4% in the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after purchasing an additional 7,110 shares during the last quarter. Red Door Wealth Management LLC grew its holdings in shares of Vanguard S&P 500 ETF by 4.4% in the 4th quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after purchasing an additional 1,498 shares during 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 about $5,677,000. Finally, Motley Fool Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF by 89.9% during the 4th quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock worth $30,007,000 after purchasing an additional 22,658 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: VOO became the first ETF ever to surpass $1 trillion in assets, highlighting strong investor demand and reinforcing its status as a core market holding. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
• Positive Sentiment: Several pieces reinforce the ETF’s appeal as a long-term wealth-building tool, including articles highlighting its low cost, simple diversification, and ability to compound over time. Cost Conscious? Vanguard S&P 500 ETF Tops SPDR Rival
• Neutral Sentiment: Because VOO tracks the S&P 500, broader market optimism — including forecasts for further gains in the index — can support the ETF, but it also means performance depends heavily on large-cap U.S. equities. This Strategist Thinks the S&P 500 Could Smash Through 8,000 ‘In the Near Term’
• Negative Sentiment: Recent reports say VOO has declined for seven straight sessions, and some traders see risk that the market’s strong rally is due for a breather or reversal. VOO stock: Here’s why the S&P 500 Index could be on the verge of a reversal
• Negative Sentiment: One article also notes VOO’s heavy technology concentration, with nearly 40% of assets now in tech, which could increase sensitivity if megacap tech weakens. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

Vanguard S&P 500 ETF Stock Down 0.8%

Shares of VOO stock opened at $670.26 on Friday. Vanguard S&P 500 ETF has a 12-month low of $563.21 and a 12-month high of $699.15. The company has a market capitalization of $916.45 billion, a P/E ratio of 24.97 and a beta of 1.00. The firm has a 50-day moving average price of $676.28 and a 200 day moving average price of $643.23.

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.