Iams Wealth Management LLC Purchases 870 Shares of Vanguard S&P 500 ETF $VOO

Iams Wealth Management LLC grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOOFree Report) by 51.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,550 shares of the company’s stock after purchasing an additional 870 shares during the period. Iams Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $1,562,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. RFG Holdings Inc. boosted its holdings in Vanguard S&P 500 ETF by 2.7% in the third quarter. RFG Holdings Inc. now owns 177,777 shares of the company’s stock worth $108,867,000 after acquiring an additional 4,632 shares in the last quarter. Milestone Asset Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 136.5% during the third quarter. Milestone Asset Management LLC now owns 33,832 shares of the company’s stock worth $20,718,000 after buying an additional 19,525 shares during the period. Vestia Personal Wealth Advisors grew its stake in Vanguard S&P 500 ETF by 5.7% during the 3rd quarter. Vestia Personal Wealth Advisors now owns 9,013 shares of the company’s stock valued at $5,520,000 after purchasing an additional 489 shares during the last quarter. Sagace Wealth Management LLC boosted its position in Vanguard S&P 500 ETF by 9.0% in the third quarter. Sagace Wealth Management LLC now owns 7,757 shares of the company’s stock valued at $4,750,000 after buying an additional 641 shares during the last quarter. Finally, Ballew Advisors Inc raised its position in Vanguard S&P 500 ETF by 18.6% during the 3rd quarter. Ballew Advisors Inc now owns 702 shares of the company’s stock worth $427,000 after buying an additional 110 shares during the last quarter.

Key Stores Impacting Vanguard S&P 500 ETF

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

  • Positive Sentiment: S&P 500 hit record closes over the past two sessions, led by technology, which supports VOO’s gains by driving the index it tracks higher. S&P 500 Hits Record on Fourth Straight Up Day
  • Positive Sentiment: Market sentiment measures have moved further into the “Greed” zone, indicating bullish investor positioning that tends to support ETF flows into broad-market products like VOO. S&P 500 Hits Record Close: Investor Sentiment Improves
  • Positive Sentiment: Recent coverage highlights tech and commodity rallies (Nvidia, Broadcom, gold/silver) that have been key drivers of the S&P 500’s advance, which lifts VOO given its market-cap weighting. Stock Market Live: Gold, Silver, and Nvidia Rallies Drive S&P 500 (VOO) Higher
  • Neutral Sentiment: Momentum is occurring during a holiday-shortened session with thin volumes and early market closes, which can magnify intraday moves but doesn’t change the underlying ETF fundamentals. Morning Squawk: Economy grows, chip tariff delay, new S&P 500 record
  • Neutral Sentiment: Several market previews note quiet trading on Christmas Eve—expected lower liquidity can lead to muted net flows into ETFs like VOO despite index-level gains. US Indices Quiet on Christmas Eve
  • Negative Sentiment: Short interest in VOO surged ~102% in December to ~8.3M shares (about 0.7% of float), boosting potential for increased volatility or squeeze dynamics despite a low days-to-cover (~0.7). This is a direct headwind if bearish positioning grows or prompts tactical trading flows.
  • Negative Sentiment: U.S. futures showed some intraday weakness on Christmas Eve, which could pressure VOO intraday if risk-off sentiment persists into the close. Futures Drop on Christmas Eve

Vanguard S&P 500 ETF Trading Up 0.3%

Shares of NYSEARCA VOO opened at $634.78 on Thursday. The company has a 50 day simple moving average of $622.57 and a two-hundred day simple moving average of $598.94. The stock has a market cap of $789.93 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $635.32.

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.

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Institutional Ownership by Quarter for Vanguard S&P 500 ETF (NYSEARCA:VOO)

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