KWB Wealth Has $12.56 Million Holdings in Vanguard S&P 500 ETF $VOO

KWB Wealth trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 18,293 shares of the company’s stock after selling 746 shares during the period. Vanguard S&P 500 ETF accounts for approximately 1.1% of KWB Wealth’s investment portfolio, making the stock its 28th biggest position. KWB Wealth’s holdings in Vanguard S&P 500 ETF were worth $12,564,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of VOO. Nvest Wealth Strategies Inc. acquired a new position in shares of Vanguard S&P 500 ETF in the fourth quarter valued at approximately $26,000. Camelot Portfolios LLC bought a new stake in Vanguard S&P 500 ETF during the 4th quarter worth approximately $27,000. United Community Bank acquired a new position in Vanguard S&P 500 ETF in the 4th quarter valued at approximately $27,000. Quattro Advisors LLC bought a new position in shares of Vanguard S&P 500 ETF during the fourth quarter valued at $27,000. Finally, Creative Capital Management Investments LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 900.0% during the fourth quarter. Creative Capital Management Investments LLC now owns 50 shares of the company’s stock worth $31,000 after purchasing an additional 45 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: J.P. Morgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing stronger corporate earnings and growing evidence that AI investments by major technology companies are translating into revenue growth. A higher index target supports the outlook for VOO, which tracks the S&P 500. J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
• Positive Sentiment: Recent coverage continues to highlight the long-term benefits of owning a low-cost S&P 500 index fund. VOO has delivered strong historical returns, aided by the growth of mega-cap technology companies, while offering broad diversification and easy trading access. If You’d Invested $1,000 in the Vanguard S&P 500 ETF 10 Years Ago
• Neutral Sentiment: A comparison with Vanguard’s high-dividend ETF suggests that a broad S&P 500 strategy has substantially outperformed a dividend-focused approach over the past decade. This may reinforce VOO’s appeal for investors prioritizing total returns rather than income. VYM’s 2.2% Yield Hides $141,000 in Decade-Long Underperformance Versus the S&P 500
• Negative Sentiment: All three major U.S. indexes declined, weighing on VOO. Technical analysts warned that weak market breadth and overbought conditions could lead to consolidation or a further pullback before the next sustained advance. S&P 500 Elliott Wave Update
• Negative Sentiment: Analysts identified key resistance levels that could encourage profit-taking after the market’s August rally. VOO’s relatively elevated valuation also leaves it sensitive to disappointing earnings, higher interest rates, or a slowdown in AI-related spending. 2 Key S&P 500 Levels That Could Tempt Profit Takers

Vanguard S&P 500 ETF Stock Down 0.0%

Shares of Vanguard S&P 500 ETF stock opened at $710.65 on Tuesday. The stock has a market cap of $1.01 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a twelve month low of $578.46 and a twelve month high of $714.16. The company’s fifty day moving average is $686.95 and its 200 day moving average is $656.02.

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.