Next Level Wealth Planning LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 95,210 shares of the company’s stock after purchasing an additional 1,877 shares during the quarter. Vanguard S&P 500 ETF comprises about 29.2% of Next Level Wealth Planning LLC’s portfolio, making the stock its largest holding. Next Level Wealth Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $56,893,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors also recently bought and sold shares of the company. Curated Wealth Partners LLC raised 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 worth $44,141,000 after purchasing an additional 7,931 shares during the last quarter. Certified Advisory Corp grew its position in 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 purchasing an additional 7,110 shares during the period. Red Door Wealth Management LLC grew its position in 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 purchasing an additional 1,498 shares during the period. Fullerton Fund Management Co Ltd. purchased a new position in shares of Vanguard S&P 500 ETF during the 4th quarter valued at about $5,677,000. Finally, Motley Fool Wealth Management LLC raised its stake 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 valued at $30,007,000 after buying an additional 22,658 shares during the last quarter.
Vanguard S&P 500 ETF Price Performance
Shares of VOO stock opened at $670.26 on Monday. Vanguard S&P 500 ETF has a 52-week low of $563.21 and a 52-week high of $699.15. The stock has a market cap of $916.45 billion, a PE ratio of 24.97 and a beta of 1.00. The business has a 50-day simple moving average of $676.28 and a 200-day simple moving average of $643.33.
Trending Headlines about Vanguard S&P 500 ETF
- 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 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.
Further Reading
- Five stocks we like better than Vanguard S&P 500 ETF
- As Stablecoins Keep Growing, These 2 Stocks Benefit
- Apple Just Handed These 4 Memory Stocks Their Best News of the Year
- Costco’s Secret Growth Engine May Be Running Out of Gas
- Why Alphabet’s Pullback May Be an Opportunity in Disguise
Receive News & Ratings for Vanguard S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
