13,404 Shares in Vanguard S&P 500 ETF $VOO Acquired by Sage Private Wealth Group LLC

Sage Private Wealth Group LLC acquired a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,404 shares of the company’s stock, valued at approximately $9,395,000. Vanguard S&P 500 ETF comprises approximately 3.1% of Sage Private Wealth Group LLC’s holdings, making the stock its 11th largest position.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in VOO. Birch Capital Management LLC acquired a new position in shares of Vanguard S&P 500 ETF during the 2nd quarter worth $25,000. RHL Group LLC raised its holdings in shares of Vanguard S&P 500 ETF by 50.0% during the 2nd quarter. RHL Group LLC now owns 48 shares of the company’s stock valued at $33,000 after purchasing an additional 16 shares in the last quarter. XP Advisory US Inc. acquired a new stake in shares of Vanguard S&P 500 ETF in the 2nd quarter valued at $45,000. Advocate Investing Services LLC lifted its stake in shares of Vanguard S&P 500 ETF by 40.7% in the 1st quarter. Advocate Investing Services LLC now owns 83 shares of the company’s stock valued at $50,000 after purchasing an additional 24 shares during the last quarter. Finally, Signature Equity Partners LLC boosted its holdings in Vanguard S&P 500 ETF by 68.0% in the first quarter. Signature Equity Partners LLC now owns 84 shares of the company’s stock worth $50,000 after purchasing an additional 34 shares in the last quarter.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Some strategists remain bullish on the broader market. Goldman Sachs reportedly sees the S&P 500 reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager identified potential long-term support from AI, energy and longevity themes. Goldman Sachs S&P 500 forecast
• Positive Sentiment: VOO continues to be presented as a low-cost, diversified way to own leading U.S. companies across major sectors, including as a potential long-term holding through a recession. VOO recession investment article

Vanguard S&P 500 ETF Trading Down 0.5%

Shares of NYSEARCA:VOO opened at $698.58 on Friday. The stock has a market capitalization of $1.03 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 $718.47. The firm has a fifty day moving average price of $705.87 and a 200 day moving average price of $687.57.

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.