Okabena Investment Services Inc. Lowers Position in Vanguard S&P 500 ETF $VOO

Posted by Stephan Jacobs on Jun 16th, 2026

Okabena Investment Services Inc. trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 54,263 shares of the company’s stock after selling 8,324 shares during the quarter. Vanguard S&P 500 ETF comprises about 6.5% of Okabena Investment Services Inc.’s investment portfolio, making the stock its largest holding. Okabena Investment Services Inc.’s holdings in Vanguard S&P 500 ETF were worth $34,030,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Nvest Wealth Strategies Inc. bought a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $26,000. Camelot Portfolios LLC bought a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $27,000. United Community Bank bought a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $27,000. Quattro Advisors LLC bought a new position in Vanguard S&P 500 ETF during the fourth quarter worth about $27,000. Finally, Clear Investment Research LLC bought a new position in Vanguard S&P 500 ETF during the third quarter worth about $28,000.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $693.83 on Tuesday. Vanguard S&P 500 ETF has a 52 week low of $545.75 and a 52 week high of $699.15. The firm has a market cap of $948.67 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The firm’s 50-day simple moving average is $665.62 and its 200 day simple moving average is $639.93.

Vanguard S&P 500 ETF News Summary

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

Positive Sentiment: U.S. stocks rallied after an Iran peace deal announcement, which lowered oil prices and improved overall risk sentiment for S&P 500-linked ETFs like Vanguard S&P 500 ETF (VOO). Nasdaq 100 and S&P500: Forecast Today as Iran Peace Deal Announcement Lifts US Stocks
Positive Sentiment: VOO continues to attract investor interest as a simple broad-market core holding, and one article noted the fund recently surpassed $1 trillion in assets, highlighting persistent demand. Should You Buy VOO While the Market Is Near All-Time Highs?
Neutral Sentiment: Several recent pieces discussed whether investors should still buy VOO near record highs and highlighted valuation concerns, including the S&P 500’s elevated CAPE ratio. That may temper upside expectations, but it does not signal a direct deterioration in VOO’s fundamentals. Should You Buy VOO While the Market Is Near All-Time Highs?
Negative Sentiment: Some commentary suggested investors may look beyond VOO for higher-return alternatives in 2026, which could create a modest headwind if money rotates into more aggressive Vanguard ETFs. Forget VOO — These 3 Vanguard ETFs Could Deliver 27%+ Upside in 2026

Vanguard S&P 500 ETF Company Profile

(Free Report)

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.