1,241 Vanguard S&P 500 ETF $VOO Shares Purchased by Orgel Wealth Management LLC

Orgel Wealth Management LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 16.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,774 shares of the company’s stock after purchasing an additional 1,241 shares during the period. Orgel Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $6,149,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Gallagher Capital Advisors LLC grew its holdings in Vanguard S&P 500 ETF by 1.6% during the third quarter. Gallagher Capital Advisors LLC now owns 878 shares of the company’s stock valued at $616,000 after purchasing an additional 14 shares during the period. Bay Harbor Wealth Management LLC increased its position in Vanguard S&P 500 ETF by 20.8% in the second quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock worth $60,000 after buying an additional 15 shares in the last quarter. Spinnaker Trust increased its position in Vanguard S&P 500 ETF by 0.4% in the second quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock worth $2,502,000 after buying an additional 15 shares in the last quarter. Roxbury Financial LLC increased its position in Vanguard S&P 500 ETF by 5.1% in the third quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock worth $217,000 after buying an additional 15 shares in the last quarter. Finally, Hibernia Wealth Partners LLC raised its stake in shares of Vanguard S&P 500 ETF by 2.6% in the first quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock worth $374,000 after buying an additional 16 shares during the period.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Improving earnings expectations, positive analyst estimate revisions, and forecasts for strong holiday spending are supporting S&P 500 ETFs, including VOO. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Investors are looking for a very strong third-quarter earnings season to justify further gains in the S&P 500, with some strategists projecting a path toward 8,000 or higher. That supports VOO’s near-term outlook if results meet expectations. S&P 500’s march to 8,000 hinges on very strong third quarter
• Positive Sentiment: The index’s strong performance during the first 20 months of the current presidential term is reinforcing bullish sentiment heading into the midterm elections. S&P 500 performance ahead of the midterms
• Neutral Sentiment: Stocks have remained resilient despite rate concerns, with gains in parts of the market offsetting weakness in artificial-intelligence shares. Lower Treasury yields have provided some support, although inflation data keeps Federal Reserve policy risk active. S&P 500 hot PPI tests stock rebound
• Negative Sentiment: Hot CPI and PPI readings have pushed Treasury yields higher, creating pressure for rate-sensitive technology and semiconductor stocks—important components of VOO. S&P 500 hot CPI puts long-term yields back in control
• Negative Sentiment: Market breadth is a risk: 84% of S&P 500 constituents are reportedly in correction territory despite the index remaining near records. Earnings growth is also heavily concentrated in AI-linked technology and energy companies, increasing vulnerability if those groups weaken. S&P 500 breadth and correction risk

Vanguard S&P 500 ETF Stock Up 0.3%

NYSEARCA VOO opened at $709.43 on Friday. Vanguard S&P 500 ETF has a 52 week low of $578.46 and a 52 week high of $718.47. The company has a market capitalization of $1.05 trillion, a P/E ratio of 24.97 and a beta of 1.00. The stock’s 50-day moving average price is $706.75 and its 200-day moving average price is $683.69.

Vanguard S&P 500 ETF 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.