Intelligent Financial Strategies Has $24.24 Million Stake in Vanguard S&P 500 ETF $VOO

Intelligent Financial Strategies lessened its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,567 shares of the company’s stock after selling 864 shares during the quarter. Vanguard S&P 500 ETF makes up approximately 12.6% of Intelligent Financial Strategies’ investment portfolio, making the stock its 2nd largest position. Intelligent Financial Strategies’ holdings in Vanguard S&P 500 ETF were worth $24,241,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Nvest Wealth Strategies Inc. acquired a new stake in Vanguard S&P 500 ETF during the 4th quarter valued at $26,000. United Community Bank bought a new position in Vanguard S&P 500 ETF during the fourth quarter worth $27,000. Quattro Advisors LLC acquired a new position in shares of Vanguard S&P 500 ETF in the fourth quarter valued at $27,000. Camelot Portfolios LLC acquired a new position in shares of Vanguard S&P 500 ETF in the fourth quarter valued at $27,000. Finally, Creative Capital Management Investments LLC raised its position in shares of Vanguard S&P 500 ETF by 900.0% in the fourth quarter. Creative Capital Management Investments LLC now owns 50 shares of the company’s stock valued at $31,000 after purchasing an additional 45 shares during the period.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Several recent pieces argue the S&P 500 and VOO still have upside left this year, citing improving technicals, solid earnings expectations, and reasonable valuation support. Top 5 S&P 500 Index and VOO ETF have more upside to go this year
• Positive Sentiment: History-focused market commentary says the S&P 500 could keep climbing after its strong quarter, with favorable earnings growth helping support stocks. The Stock Market Just Finished Its Best Quarter in Years. Here’s What History Says Is Coming Next.
• Positive Sentiment: Broad market strength also showed up in recent performance reports, with the S&P 500 posting its best week in two months. S&P 500 Snapshot: Best Week in Two Months
• Positive Sentiment: Several articles frame buying VOO near all-time highs as still attractive for long-term investors, emphasizing the risk of staying out of the market. Buying VOO Near All-Time Highs Could Still Be a Smart Move
• Neutral Sentiment: Comparisons of VOO versus QQQ generally highlight VOO’s broader diversification, which may appeal to long-term investors but does not signal a major near-term catalyst. VOO vs. QQQ: Which Index Fund Is the Better Buy for Long-Term Investors?
• Neutral Sentiment: ETF industry and market roundups point to continued strong flows and healthy market interest overall, but they are more background context than direct catalysts for VOO. $2 Trillion By Year’s End? A Wild First Half Look Back in ETFs
• Negative Sentiment: Some strategists warn the S&P 500 looks expensive and could face a 10% to 20% drawdown before any further advance, which could pressure VOO in the near term. Top Wall Street Strategist: The S&P 500 Could Hit As High As 8,800 This Year, But a 10-20% Drop May Come First
• Negative Sentiment: Another cautionary view says the S&P 500 is pricey on both earnings and cash-flow measures, reinforcing valuation concerns for index investors. The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
• Negative Sentiment: BofA’s U.S. equity strategist warned there may be less reason to keep buying megacap tech leaders, a concern because VOO is heavily influenced by those names. Why This Bank of America Strategist Sees S&P 500 Risks Ahead

Vanguard S&P 500 ETF Stock Down 0.6%

Shares of NYSEARCA VOO traded down $4.33 during mid-day trading on Tuesday, reaching $686.29. 1,751,292 shares of the company were exchanged, compared to its average volume of 9,464,755. The company’s 50-day simple moving average is $679.74 and its 200-day simple moving average is $645.28. The stock has a market capitalization of $982.53 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a twelve month low of $568.17 and a twelve month high of $699.15.

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.