Larry Mathis Financial Planning LLC Sells 1,649 Shares of Vanguard S&P 500 ETF $VOO

Larry Mathis Financial Planning LLC lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 19.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,676 shares of the company’s stock after selling 1,649 shares during the period. Vanguard S&P 500 ETF makes up 3.6% of Larry Mathis Financial Planning LLC’s portfolio, making the stock its 6th biggest position. Larry Mathis Financial Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $3,989,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Nvest Wealth Strategies Inc. acquired a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at about $26,000. United Community Bank purchased a new position in Vanguard S&P 500 ETF during the fourth quarter valued at approximately $27,000. Quattro Advisors LLC purchased a new position in Vanguard S&P 500 ETF during the fourth quarter valued at approximately $27,000. Camelot Portfolios LLC acquired a new position in Vanguard S&P 500 ETF in the 4th quarter valued at approximately $27,000. Finally, Creative Capital Management Investments LLC increased its stake in Vanguard S&P 500 ETF by 900.0% in the 4th quarter. Creative Capital Management Investments LLC now owns 50 shares of the company’s stock valued at $31,000 after buying an additional 45 shares during the period.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: U.S. stocks and the S&P 500 rallied as tech shares recovered and a U.S.-Iran ceasefire helped improve risk appetite, which supports VOO because it tracks the broad index. S&P 500 Index: Comcast Jumps, Tech Stocks Gain as Ceasefire Holds
• Positive Sentiment: Discussion around VOO as a lower-cost alternative to SPY may keep the ETF attractive to long-term investors, reinforcing inflows into the fund. VOO vs. SPY: Which Popular S&P 500 ETF Is the Better Buy?
• Positive Sentiment: Long-term bullish commentary on the S&P 500 and the case for investing in broad-market ETFs may continue to support VOO as a core portfolio holding. Is Now a Better Time to Invest in the S&P 500 or Entire Stock Market?
• Neutral Sentiment: ETF industry flows remain strong overall, with U.S.-listed funds crossing $1 trillion in 2026 inflows, which is supportive for the ETF space but not specific to VOO. ETFs Cross $1 Trillion in 2026 Inflows
• Neutral Sentiment: Market headlines noted Vanguard saw $11.6 billion in outflows in daily ETF flow data, but the article does not specify VOO and appears to reflect the broader Vanguard lineup. ETF League Tables: Vanguard Sheds $11.6B
• Negative Sentiment: Some commentary warns that the S&P 500 could finish June in the red and faces longer-term headwinds, which could weigh on VOO if equity momentum fades. S&P 500 Might Finish June In The Red: July Could Bring A Much?Needed Lift

Vanguard S&P 500 ETF Stock Up 1.6%

VOO stock opened at $681.01 on Tuesday. The company has a 50 day moving average of $677.01 and a two-hundred day moving average of $643.71. The company has a market cap of $931.14 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 $565.38 and a 12-month high of $699.15.

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.