Waverly Advisors LLC Has $159.63 Million Holdings in Vanguard S&P 500 ETF $VOO

Waverly Advisors LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 17.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 232,429 shares of the company’s stock after buying an additional 34,746 shares during the period. Vanguard S&P 500 ETF comprises approximately 0.9% of Waverly Advisors LLC’s investment portfolio, making the stock its 16th biggest holding. Waverly Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $159,634,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in VOO. Bill Few Associates Inc. lifted 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 purchasing an additional 3,064 shares during the period. Glassman Wealth Services raised its position in shares of Vanguard S&P 500 ETF by 1.0% in the 1st quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock valued at $172,121,000 after buying an additional 2,991 shares in the last quarter. Fullerton Fund Management Co Ltd. bought a new position in Vanguard S&P 500 ETF in the fourth quarter valued at approximately $5,677,000. Motley Fool Wealth Management LLC lifted its stake in Vanguard S&P 500 ETF by 89.9% during the fourth quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock worth $30,007,000 after purchasing an additional 22,658 shares during the last quarter. Finally, Lyell Wealth Management LP lifted its stake in Vanguard S&P 500 ETF by 8.1% during the fourth quarter. Lyell Wealth Management LP now owns 11,706 shares of the company’s stock worth $7,341,000 after purchasing an additional 876 shares during the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock traded down $3.94 on Tuesday, hitting $704.07. 7,811,493 shares of the company’s stock were exchanged, compared to its average volume of 8,611,293. The stock has a market cap of $1.00 trillion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12 month low of $578.46 and a 12 month high of $716.39. The company has a 50 day moving average of $696.88 and a 200 day moving average of $666.85.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: HSBC said U.S. stocks may have further upside despite elevated valuations because AI-driven productivity and earnings gains may not yet be fully reflected in share prices. That could support VOO’s technology-heavy large-cap holdings. Can the S&P 500 rise further despite high valuations? HSBC says yes
• Positive Sentiment: Analysts described the S&P 500’s sideways movement near its highs as a possible consolidation phase before another advance, citing resilient earnings and supportive market valuations. S&P 500, VOO and SPY outlook
• Positive Sentiment: Historical analysis continues to favor staying invested through market volatility rather than attempting to time pullbacks. This supports demand for VOO among long-term investors. With the S&P 500 setting record highs
• Neutral Sentiment: Articles highlighted VOO’s strong decade-long compounding and broad exposure, while also noting that its market-cap weighting leaves investors with substantial exposure to a relatively small group of large technology companies. VOO sector concentration risks
• Negative Sentiment: U.S. futures were lower amid surging oil prices and historically weak trading patterns following Labor Day. Technical commentary also pointed to an August–September consolidation and increasing investor caution, creating near-term pressure on VOO. Will the S&P 500 open up or down?
• Negative Sentiment: Potentially higher interest rates remain a risk to elevated equity valuations and could make investors more defensive, particularly after the S&P 500’s strong run. Gold or the S&P 500

Vanguard S&P 500 ETF Company 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.