Obermeyer Wealth Partners Sells 13,159 Shares of Vanguard S&P 500 ETF $VOO

Obermeyer Wealth Partners decreased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 146,614 shares of the company’s stock after selling 13,159 shares during the period. Vanguard S&P 500 ETF accounts for about 4.1% of Obermeyer Wealth Partners’ holdings, making the stock its 7th biggest position. Obermeyer Wealth Partners’ holdings in Vanguard S&P 500 ETF were worth $102,756,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Birch Capital Management LLC purchased a new position in Vanguard S&P 500 ETF in the 2nd quarter valued at approximately $25,000. RHL Group LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 50.0% in the 2nd quarter. RHL Group LLC now owns 48 shares of the company’s stock worth $33,000 after acquiring an additional 16 shares during the last quarter. XP Advisory US Inc. bought a new stake in shares of Vanguard S&P 500 ETF in the 2nd quarter worth approximately $45,000. Advocate Investing Services LLC boosted its stake in shares of Vanguard S&P 500 ETF by 40.7% in the 1st quarter. Advocate Investing Services LLC now owns 83 shares of the company’s stock valued at $50,000 after purchasing an additional 24 shares in the last quarter. Finally, Signature Equity Partners LLC boosted its stake in shares of Vanguard S&P 500 ETF by 68.0% in the 1st quarter. Signature Equity Partners LLC now owns 84 shares of the company’s stock valued at $50,000 after purchasing an additional 34 shares in the last quarter.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Some strategists remain bullish on the broader market. Goldman Sachs reportedly sees the S&P 500 reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager identified potential long-term support from AI, energy and longevity themes. Goldman Sachs S&P 500 forecast
• Positive Sentiment: VOO continues to be presented as a low-cost, diversified way to own leading U.S. companies across major sectors, including as a potential long-term holding through a recession. VOO recession investment article

Vanguard S&P 500 ETF Stock Performance

VOO stock opened at $698.58 on Friday. The firm has a market cap of $1.03 trillion, a P/E ratio of 24.97 and a beta of 1.00. The firm’s fifty day moving average is $705.87 and its 200 day moving average is $687.57. Vanguard S&P 500 ETF has a 52 week low of $578.46 and a 52 week high of $718.47.

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.