Evolution Wealth Management Inc. Increases Stake in Vanguard S&P 500 ETF $VOO

Evolution Wealth Management Inc. lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 108.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,898 shares of the company’s stock after buying an additional 1,505 shares during the quarter. Vanguard S&P 500 ETF comprises 1.5% of Evolution Wealth Management Inc.’s portfolio, making the stock its 13th largest position. Evolution Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $1,817,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Curated Wealth Partners LLC increased its holdings in Vanguard S&P 500 ETF by 12.7% during the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after buying an additional 7,931 shares during the last quarter. Certified Advisory Corp increased its holdings in Vanguard S&P 500 ETF by 37.4% during the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock valued at $15,984,000 after buying an additional 7,110 shares during the last quarter. Red Door Wealth Management LLC boosted its position in shares of Vanguard S&P 500 ETF by 4.4% in the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after purchasing an additional 1,498 shares during the period. RFG Advisory LLC boosted its position in shares of Vanguard S&P 500 ETF by 3.8% in the third quarter. RFG Advisory LLC now owns 40,941 shares of the company’s stock worth $25,072,000 after purchasing an additional 1,510 shares during the period. Finally, ALM First Financial Advisors LLC boosted its position in shares of Vanguard S&P 500 ETF by 1.8% in the third quarter. ALM First Financial Advisors LLC now owns 279,495 shares of the company’s stock worth $171,157,000 after purchasing an additional 4,880 shares during the period.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: VOO became the first ETF ever to top $1 trillion in assets, a major sign of investor confidence and scale that may support continued inflows. Vanguard index product becomes first ETF to top $1 trillion in assets
• Positive Sentiment: The fund’s extremely low 0.03% expense ratio keeps it competitive versus rival S&P 500 ETFs, which can help attract more assets over time. Vanguard index product becomes first ETF to top $1 trillion in assets
• Neutral Sentiment: Broader market coverage remains supportive, with the S&P 500 recently trading near record highs and the index still in a strong bull-market trend. This ETF Tracking The S&P 500 Just Crossed $1 Trillion In Assets And It’s Not The SPY
• Neutral Sentiment: Some articles noted temporary pressure from higher Treasury yields, oil prices, and cautious macro sentiment, which could create short-term volatility for the ETF. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
• Negative Sentiment: Near-term market pullbacks are possible if investors continue to worry about inflation, rates, or stretched valuations after the S&P 500’s strong rally. S&P500: US Stocks Ease From Highs As Alphabet AI Spending Raises Questions

Vanguard S&P 500 ETF Price Performance

VOO opened at $693.36 on Thursday. The firm has a market cap of $948.03 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $543.34 and a 1-year high of $699.15. The company has a 50 day simple moving average of $651.96 and a two-hundred day simple moving average of $635.95.

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.