Turtle Creek Wealth Advisors LLC Has $124.81 Million Stock Holdings in Vanguard S&P 500 ETF $VOO

Turtle Creek Wealth Advisors LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 181,718 shares of the company’s stock after purchasing an additional 12,038 shares during the period. Vanguard S&P 500 ETF comprises approximately 6.6% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. Turtle Creek Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $124,806,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Invictus Private Wealth LLC increased its stake in Vanguard S&P 500 ETF by 1.8% in the 2nd quarter. Invictus Private Wealth LLC now owns 422,331 shares of the company’s stock valued at $290,061,000 after buying an additional 7,401 shares during the last quarter. Parkwoods Wealth Partners LLC lifted its position in Vanguard S&P 500 ETF by 30.4% during the 2nd quarter. Parkwoods Wealth Partners LLC now owns 4,757 shares of the company’s stock worth $3,267,000 after buying an additional 1,109 shares in the last quarter. Values Added Financial LLC boosted its stake in shares of Vanguard S&P 500 ETF by 0.4% during the 2nd quarter. Values Added Financial LLC now owns 4,927 shares of the company’s stock worth $3,384,000 after buying an additional 22 shares during the last quarter. Capstone Wealth Management Group Inc. acquired a new position in shares of Vanguard S&P 500 ETF during the 2nd quarter worth about $1,584,000. Finally, Krilogy Financial LLC grew its holdings in shares of Vanguard S&P 500 ETF by 10.7% in the 2nd quarter. Krilogy Financial LLC now owns 2,652 shares of the company’s stock valued at $1,822,000 after acquiring an additional 257 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $713.61 on Friday. The stock’s 50-day simple moving average is $688.58 and its 200 day simple moving average is $658.07. The company has a market cap of $1.02 trillion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $578.46 and a 52-week high of $716.39.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Moderated wholesale inflation and softer-than-expected producer-price data reduced fears of additional Federal Reserve rate increases. Markets are increasingly betting that the Fed will hold rates steady in September, supporting large-cap stocks and VOO’s underlying holdings. S&P 500 Logs Third-Consecutive Weekly Gain
• Positive Sentiment: The S&P 500 closed at another record high as easing inflation, lower oil prices, and continued technology-sector strength improved investor sentiment. This provides a favorable near-term backdrop for VOO, which tracks the index. Dow rises as S&P 500 closes at record high
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with about $2.1 billion already received in cash. Refunds could support corporate earnings and cash flow across some of VOO’s holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Long-term analysis notes that the S&P 500 has historically produced roughly 10% annualized total returns, supporting the case for holding VOO over extended periods. However, this is historical context rather than a direct catalyst for current trading. Where Will the Vanguard S&P 500 ETF Be in 20 Years?
• Negative Sentiment: Renewed Middle East tensions and uncertainty heading into the weekend are limiting risk appetite, helping explain why VOO has pulled back even as the broader index remains near record levels. S&P 500 edges higher as earnings offset Middle East tensions
• Negative Sentiment: Valuation is a longer-term concern: the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s projected U.S. stock returns are below historical averages. High valuations may make VOO more sensitive to disappointing earnings or interest-rate surprises. The S&P 500 Costs 27.5 Times Earnings

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.