Liberty Square Wealth Partners LLC reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 25.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,992 shares of the company’s stock after selling 17,148 shares during the period. Vanguard S&P 500 ETF accounts for about 8.8% of Liberty Square Wealth Partners LLC’s holdings, making the stock its 3rd biggest position. Liberty Square Wealth Partners LLC’s holdings in Vanguard S&P 500 ETF were worth $30,725,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently modified their holdings of the company. Curated Wealth Partners LLC boosted its position in shares of 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 buying an additional 7,931 shares during the period. Certified Advisory Corp boosted its position in shares of Vanguard S&P 500 ETF by 37.4% in the third 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 during the period. Red Door Wealth Management LLC boosted its position in shares of Vanguard S&P 500 ETF by 4.4% in the fourth 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 during the period. RFG Advisory LLC boosted its position in shares of Vanguard S&P 500 ETF by 3.8% in the third quarter. RFG Advisory LLC now owns 40,941 shares of the company’s stock worth $25,072,000 after buying an additional 1,510 shares during the period. Finally, ALM First Financial Advisors LLC boosted its position in shares of Vanguard S&P 500 ETF by 1.8% in the third quarter. ALM First Financial Advisors LLC now owns 279,495 shares of the company’s stock worth $171,157,000 after buying an additional 4,880 shares during the period.
More Vanguard S&P 500 ETF News
Here are the key news stories impacting Vanguard S&P 500 ETF this week:
- Positive Sentiment: VOO’s assets crossed $1 trillion, a major industry milestone that highlights strong long-term demand, low fees, and continued investor preference for broad S&P 500 exposure. The Vanguard S&P 500 Index ETF Just Became the Second ETF to Surpass $1 Trillion in Assets
- Positive Sentiment: May ETF flow data showed broad-market S&P 500 funds capturing the largest share of inflows, with VOO leading the category with more than $18 billion in net monthly flows, reinforcing its popularity with investors. Large-Cap Core Dominates May ETF Flows
- Neutral Sentiment: Several recent articles debate whether VOO is still worth buying at market highs, reflecting a valuation discussion rather than a clear fundamental change for the ETF itself. Is the Vanguard S&P 500 ETF Still Worth Buying Right Now?
- Neutral Sentiment: Other commentary warns that the S&P 500 may face valuation and long-term return challenges, but these views are more cautionary than immediately ETF-specific. Should You Buy the Vanguard S&P 500 ETF As the Market Hits New Highs?
- Negative Sentiment: Some articles suggest the S&P 500 could be vulnerable to higher valuations or weaker real returns from current levels, which may temper enthusiasm for VOO near recent highs. Cem Karsan Warns The S&P 500 Lost 40% in Real Terms Over 14 Years – And It Could Happen Again
Vanguard S&P 500 ETF Price Performance
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.
Further Reading
- Five stocks we like better than Vanguard S&P 500 ETF
- AI Server Earnings: Wall Street Sees One Clear Standout
- Navitas: NVIDIA’s AI Power Broker?
- A Lulu of a Miss Sends Lululemon to New Lows—Look Out Below
- NVIDIA’s New Power Play: Why Fluence Is Surging
Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report).
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.
