Vanguard S&P 500 ETF $VOO Stock Acquired by Oath Planning LLC

Oath Planning LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 16.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,670 shares of the company’s stock after purchasing an additional 3,430 shares during the quarter. Vanguard S&P 500 ETF comprises about 10.8% of Oath Planning LLC’s portfolio, making the stock its 3rd biggest position. Oath Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $16,590,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. California Public Employees Retirement System lifted its holdings in Vanguard S&P 500 ETF by 6.5% during the 1st quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock worth $20,099,155,000 after buying an additional 2,049,100 shares in the last quarter. Bank of America Corp DE increased its stake in shares of Vanguard S&P 500 ETF by 1.3% in the 1st quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock valued at $16,397,406,000 after buying an additional 354,072 shares during the period. Envestnet Asset Management Inc. increased its stake in shares of Vanguard S&P 500 ETF by 1.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 10,822,531 shares of the company’s stock valued at $7,432,569,000 after buying an additional 142,360 shares during the period. Assetmark Inc. increased its stake in shares of Vanguard S&P 500 ETF by 8.5% in the 2nd quarter. Assetmark Inc. now owns 4,037,865 shares of the company’s stock valued at $2,773,246,000 after buying an additional 314,829 shares during the period. Finally, Alberta Investment Management Corp raised its position in shares of Vanguard S&P 500 ETF by 15.6% during the second quarter. Alberta Investment Management Corp now owns 3,880,748 shares of the company’s stock worth $2,665,337,000 after acquiring an additional 522,562 shares during the last quarter.

Vanguard S&P 500 ETF Stock Down 1.2%

VOO stock opened at $702.30 on Friday. Vanguard S&P 500 ETF has a twelve month low of $578.46 and a twelve month high of $718.47. The company has a market cap of $1.03 trillion, a P/E ratio of 24.97 and a beta of 1.00. The business has a fifty day moving average of $706.17 and a 200-day moving average of $687.49.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Constructive long-term market outlook: Analysts cited in recent reports see further upside for the S&P 500, with Goldman Sachs projecting a potential move to 8,000 by year-end and 8,700 by the end of 2027. Another UBS portfolio manager identified artificial intelligence, energy and longevity-related growth as potential drivers. Because VOO tracks the S&P 500, these forecasts support its longer-term outlook. S&P 500 forecast article
• Positive Sentiment: Diversification remains a key support: Commentators continue to recommend VOO as a low-cost, broad-market holding that includes technology, financials, health care, industrials and other sectors. Historical data showing the S&P 500’s ability to recover from prior 10% declines also supports buy-and-hold investors. VOO recession investing article
• Positive Sentiment: Institutional ownership increased: New England Private Wealth Advisors raised its VOO position by 8.1%, a modest indication of continued institutional confidence in the fund. Institutional VOO holdings article

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.