Centric Wealth Management Lowers Stock Holdings in Vanguard S&P 500 ETF $VOO

Centric Wealth Management reduced its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.6% during the fourth quarter, HoldingsChannel reports. The fund owned 31,149 shares of the company’s stock after selling 2,198 shares during the quarter. Vanguard S&P 500 ETF comprises 4.3% of Centric Wealth Management’s holdings, making the stock its 3rd biggest position. Centric Wealth Management’s holdings in Vanguard S&P 500 ETF were worth $19,925,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Compass Wealth Management LLC purchased a new position in shares of Vanguard S&P 500 ETF during the third quarter worth about $27,782,000. Curated Wealth Partners LLC grew 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 in the last quarter. Certified Advisory Corp grew its holdings in shares of Vanguard S&P 500 ETF by 37.4% during the third 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 in the last quarter. Cambridge Capital Management LLC grew its holdings in shares of Vanguard S&P 500 ETF by 21.5% during the third quarter. Cambridge Capital Management LLC now owns 16,424 shares of the company’s stock worth $10,058,000 after purchasing an additional 2,905 shares in the last quarter. Finally, Red Door Wealth Management LLC grew its holdings 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 purchasing an additional 1,498 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA VOO opened at $678.04 on Monday. Vanguard S&P 500 ETF has a 12 month low of $517.36 and a 12 month high of $678.53. The firm has a market capitalization of $927.08 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The business has a 50-day moving average of $626.79 and a 200-day moving average of $627.54.

Trending Headlines about Vanguard S&P 500 ETF

Here are the key news stories impacting Vanguard S&P 500 ETF this week:

• Positive Sentiment: RBC Capital Markets raised its year-end S&P 500 target to 7,900, citing resilient earnings growth and strength in AI-related sectors, which supports a bullish outlook for VOO as a broad-market tracker. RBC lifts S&P 500 year-end target to 7,900 on AI optimism
• Positive Sentiment: Another report said the S&P 500 could head toward 8,000, with the rally being driven by a very strong earnings season, reinforcing momentum for VOO. Why the S&P 500 Is Heading to 8000
• Positive Sentiment: Markets continued to notch record highs this week despite geopolitical uncertainty, suggesting investors are still favoring risk assets and large-cap index exposure. Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
• Positive Sentiment: VOO is nearing the $1 trillion asset mark as inflows align with the S&P 500’s rally, highlighting persistent demand for the ETF. VOO nears $1 trillion as S&P 500 rally, inflows align
• Neutral Sentiment: Articles comparing VOO with other index funds and discussing ETF fee cuts are mostly informational, but they underscore how strong demand remains for low-cost core equity ETFs. How Lower ETF Fees Are Saving 401(k) Investors Thousands
• Negative Sentiment: Some technical commentary warned that the S&P 500’s extended run could be nearing exhaustion, which could create near-term volatility for VOO if momentum fades. Elliott Wave and Market Breadth Align on Late-Stage Rally Risk for the S&P 500

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.