Sovran Advisors LLC Boosts Stake in Vanguard S&P 500 ETF $VOO

Sovran Advisors LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.3% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,426 shares of the company’s stock after acquiring an additional 910 shares during the period. Vanguard S&P 500 ETF makes up about 0.8% of Sovran Advisors LLC’s portfolio, making the stock its 27th largest holding. Sovran Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $10,345,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of VOO. Bill Few Associates Inc. raised its position in Vanguard S&P 500 ETF by 30.4% during the second quarter. Bill Few Associates Inc. now owns 13,143 shares of the company’s stock worth $9,026,000 after acquiring an additional 3,064 shares during the period. Glassman Wealth Services increased its stake in shares of Vanguard S&P 500 ETF by 1.0% during the first quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock worth $172,121,000 after purchasing an additional 2,991 shares in the last quarter. Fullerton Fund Management Co Ltd. acquired a new position in shares of Vanguard S&P 500 ETF during the 4th quarter worth about $5,677,000. Motley Fool Wealth Management LLC lifted its stake in Vanguard S&P 500 ETF by 89.9% in the 4th quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock valued at $30,007,000 after buying an additional 22,658 shares in the last quarter. Finally, Lyell Wealth Management LP lifted its stake in Vanguard S&P 500 ETF by 8.1% in the 4th quarter. Lyell Wealth Management LP now owns 11,706 shares of the company’s stock valued at $7,341,000 after buying an additional 876 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

NYSEARCA VOO opened at $713.61 on Monday. The stock’s 50 day simple moving average is $688.58 and its 200-day simple moving average is $658.22. The company has a market cap of $1.02 trillion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $578.46 and a 1-year high of $716.39.

Key Stories 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.