NewEdge Advisors LLC Increases Holdings in Vanguard S&P 500 ETF $VOO

NewEdge Advisors LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 605,643 shares of the company’s stock after acquiring an additional 4,192 shares during the period. Vanguard S&P 500 ETF makes up 1.3% of NewEdge Advisors LLC’s investment portfolio, making the stock its 9th largest position. NewEdge Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $361,901,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Brighton Jones LLC grew its position in Vanguard S&P 500 ETF by 6.5% in the fourth quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock worth $18,602,000 after acquiring an additional 2,112 shares in the last quarter. Bison Wealth LLC increased its stake in Vanguard S&P 500 ETF by 6.1% in the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock valued at $2,581,000 after acquiring an additional 277 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in Vanguard S&P 500 ETF during the first quarter valued at about $87,000. Wellington Capital Management Inc. purchased a new stake in Vanguard S&P 500 ETF during the second quarter valued at about $332,000. Finally, United Bank bought a new stake in Vanguard S&P 500 ETF during the second quarter worth about $264,000.

Vanguard S&P 500 ETF Trading Down 0.2%

VOO opened at $707.60 on Thursday. The stock has a market capitalization of $1.01 trillion, a P/E ratio of 24.97 and a beta of 1.00. The stock has a 50-day moving average price of $686.13 and a 200-day moving average price of $654.38. Vanguard S&P 500 ETF has a 12-month low of $577.41 and a 12-month high of $714.16.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Lower oil prices and weaker-than-expected ADP employment data eased concerns about inflation and near-term Federal Reserve policy, helping the S&P 500 and Dow reach record highs. Continued earnings strength, including strong results from companies such as Microsoft and Amazon, also supported confidence in corporate AI spending. S&P500 and Dow Jones: Earnings and Oil Relief Push Stocks to Records
• Positive Sentiment: VOO remains a prominent low-cost vehicle for obtaining broad S&P 500 exposure. Articles highlighting Warren Buffett’s preference for buying and holding an S&P 500 index fund, along with potential retirement-account and Trump Account contributions, could support long-term demand for funds such as VOO. Warren Buffett’s Wealth-Building Strategy Points to This One ETF for Long-Term Investors
• Neutral Sentiment: Despite the record high, technical analysts see a critical resistance test for the S&P 500. Friday’s payroll report and additional earnings could determine whether the rally continues or pauses. A key technical resistance level to watch as S&P 500 hits an all-time high
• Negative Sentiment: VOO’s market-cap weighting leaves significant exposure concentrated in a small group of mega-cap stocks, making the ETF less diversified than its large number of holdings suggests. A 10-year Treasury yield near 4.75% and elevated valuation could also pressure returns if interest rates remain high.
• Negative Sentiment: Insulet lowered its full-year revenue-growth outlook despite beating earnings and revenue expectations. Weakness in an individual S&P 500 constituent can weigh slightly on VOO, although the impact is limited by the ETF’s broad holdings. This Medtech Beat Earnings Estimates. It’s the Worst S&P 500 Stock Today.

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.