17,153 Vanguard S&P 500 ETF $VOO Shares Acquired by GoalVest Advisory LLC

GoalVest Advisory LLC grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 319,605 shares of the company’s stock after buying an additional 17,153 shares during the period. Vanguard S&P 500 ETF makes up about 11.5% of GoalVest Advisory LLC’s investment portfolio, making the stock its 3rd largest holding. GoalVest Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $223,999,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Bill Few Associates Inc. raised its stake in shares of Vanguard S&P 500 ETF by 30.4% in 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 last quarter. Glassman Wealth Services boosted its position in Vanguard S&P 500 ETF by 1.0% in the first 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 during the last quarter. Fullerton Fund Management Co Ltd. acquired a new position in Vanguard S&P 500 ETF in the 4th quarter worth approximately $5,677,000. Motley Fool Wealth Management LLC increased its holdings 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 worth $30,007,000 after buying an additional 22,658 shares during the period. Finally, Planning Project LLC purchased a new position in Vanguard S&P 500 ETF during the 2nd quarter worth approximately $8,527,000.

Vanguard S&P 500 ETF Trading Up 0.8%

NYSEARCA VOO traded up $5.35 on Friday, hitting $707.70. 3,240,874 shares of the company’s stock traded hands, compared to its average volume of 8,714,195. The firm’s 50-day moving average price is $702.22 and its two-hundred day moving average price is $676.02. The firm has a market capitalization of $1.05 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.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Lower oil prices and rising S&P 500 futures supported VOO as investors awaited the employment report. Discussion of potential European oil-reserve releases helped ease inflation concerns, while strong payroll data could reinforce economic resilience. S&P500: Futures Rise as Oil Retreats Before Payrolls
• Positive Sentiment: Analysts cited strong corporate earnings, seasonal fourth-quarter strength, post-midterm optimism and ongoing AI spending as reasons stocks could continue rallying even with interest rates remaining high. These factors are broadly supportive of VOO’s large-cap holdings. Why Stocks Could Defy Higher Rates & Keep Rallying
• Positive Sentiment: Oversold market breadth is being viewed as a potential rebound signal, while continued demand for Nvidia’s AI platforms and solid prospects for Alphabet and Amazon are helping support the S&P 500’s earnings outlook. S&P 500 Forecast: Oversold Breadth Signals Rally
• Neutral Sentiment: VOO continues to be highlighted as a simple, diversified way to own major U.S. companies. Articles emphasizing its long-term compounding potential may support buy-and-hold demand, but they do not provide a near-term trading catalyst. What History Says a $1,000 Investment in VOO Could Be Worth
• Negative Sentiment: Higher Treasury yields remain a headwind because they increase the discount rate applied to future earnings. Citadel strategist Scott Rubner also warned that a historical year-end rally pattern may not repeat after a key condition failed this year. Citadel’s Strategist Says History Favors a Year-End Rally
• Negative Sentiment: Some investors question whether VOO offers enough upside after its strong multiyear performance, particularly compared with more targeted Vanguard funds. Its valuation and proximity to a record high could encourage profit-taking if rates or economic data disappoint. Is VOO Still a Buy?

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.