J. Derek Lewis & Associates Inc. Takes Position in Vanguard S&P 500 ETF $VOO

Posted by George Bondi on Jun 22nd, 2026

J. Derek Lewis & Associates Inc. purchased a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 4,246 shares of the company’s stock, valued at approximately $2,663,000.

Other institutional investors have also recently made changes to their positions in the company. Nvest Wealth Strategies Inc. acquired a new stake in Vanguard S&P 500 ETF during the fourth quarter worth $26,000. United Community Bank purchased a new stake in Vanguard S&P 500 ETF in the fourth quarter valued at $27,000. Quattro Advisors LLC acquired a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at $27,000. Camelot Portfolios LLC acquired a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at $27,000. Finally, Creative Capital Management Investments LLC grew its holdings in shares of Vanguard S&P 500 ETF by 900.0% during the 4th quarter. Creative Capital Management Investments LLC now owns 50 shares of the company’s stock worth $31,000 after purchasing an additional 45 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: Articles continue to frame VOO as a durable, low-cost core holding, with Buffett-style index investing and broad diversification supporting investor demand. Warren Buffett Has Recommended This 1 Investment for Decades. History Says He’s Been Right Every Single Time.
Positive Sentiment: Market commentary on the S&P 500 remains constructive, noting recent weekly gains that can support VOO’s performance as a direct tracker of the index. S&P 500 Snapshot: Peace Deal Overcomes Fed Jitters
Neutral Sentiment: Some comparisons say other ETFs may offer better upside or income right now, which could pressure relative demand for VOO but does not change its core appeal as a broad-market fund. VOO vs. VOOG vs. VOOV — Which Vanguard ETF Offers the Highest Upside?
Neutral Sentiment: Several articles argue VOO’s valuation is elevated and that its concentration in mega-cap tech could become a risk if market conditions shift. Is What’s Inside VOO Worth The Price On The Label?
Negative Sentiment: Critics warn that VOO’s tech-heavy composition could be a liability in a prolonged high-inflation environment, raising concerns about near-term downside if leadership rotates away from growth stocks. VOO vs. SCHD: Which Is the Smarter Buy When Inflation Is Running Hot?

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA:VOO opened at $688.11 on Monday. The company has a market capitalization of $940.85 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12-month low of $545.75 and a 12-month high of $699.15. The business has a 50-day moving average price of $671.84 and a 200 day moving average price of $641.64.

About Vanguard S&P 500 ETF

(Free Report)

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.