Mesirow Financial Investment Management Inc. Decreases Holdings in Vanguard S&P 500 ETF $VOO

Mesirow Financial Investment Management Inc. cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 28.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 142,674 shares of the company’s stock after selling 57,072 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 1.8% of Mesirow Financial Investment Management Inc.’s holdings, making the stock its 12th biggest holding. Mesirow Financial Investment Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $89,474,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Compass Wealth Management LLC bought a new stake in Vanguard S&P 500 ETF during the 3rd quarter valued at $27,782,000. Curated Wealth Partners LLC raised its holdings in Vanguard S&P 500 ETF by 12.7% during the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after buying an additional 7,931 shares during the last quarter. Certified Advisory Corp raised its holdings in Vanguard S&P 500 ETF by 37.4% during the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock valued at $15,984,000 after buying an additional 7,110 shares during the last quarter. Cambridge Capital Management LLC raised its holdings in Vanguard S&P 500 ETF by 21.5% during the 3rd quarter. Cambridge Capital Management LLC now owns 16,424 shares of the company’s stock valued at $10,058,000 after buying an additional 2,905 shares during the last quarter. Finally, Red Door Wealth Management LLC raised its holdings in Vanguard S&P 500 ETF by 4.4% during the 4th quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock valued at $22,116,000 after buying an additional 1,498 shares during the last quarter.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: The S&P 500 and Nasdaq both closed at record highs as investors kept buying AI-linked tech stocks, which directly supports VOO because it tracks the S&P 500. Dow Jones slips while S&P 500 hits record high on AI chip rally
• Positive Sentiment: Multiple articles highlighted VOO as a low-cost, long-term way to capture the market’s AI- and earnings-driven upswing, reinforcing the ETF’s appeal to investors. 1 Low-Cost ETF That Could Outperform Actively Managed Funds This Year
• Positive Sentiment: Market sentiment remains in the “Greed” zone and the S&P 500 is holding near record territory, which suggests continued demand for broad index exposure like VOO. S&P 500 Falls From Record High Following Inflation Report: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone
• Neutral Sentiment: Commentary from analysts and financial media continued to describe VOO as a reliable core holding, but these pieces were mostly promotional and did not point to a direct catalyst for the fund itself. The Zacks Analyst Blog VOO, SPYM,SPY,IVV, RSP,EQL and EQWL
• Negative Sentiment: Higher-than-expected inflation keeps interest rates elevated for longer, which can pressure stock valuations and temper upside for broad equity ETFs like VOO. S&P 500 Falls From Record High Following Inflation Report: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone

Vanguard S&P 500 ETF Stock Up 0.6%

NYSEARCA:VOO opened at $682.41 on Thursday. The company has a fifty day moving average of $630.49 and a 200 day moving average of $629.33. Vanguard S&P 500 ETF has a 52 week low of $529.11 and a 52 week high of $683.91. The firm has a market capitalization of $933.06 billion, a P/E ratio of 24.97 and a beta of 1.00.

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.