Vanguard S&P 500 ETF $VOO Shares Purchased by SilverOak Wealth Management LLC

Posted by George Bondi on Jul 8th, 2026

SilverOak Wealth Management LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.9% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 157,644 shares of the company’s stock after purchasing an additional 1,393 shares during the period. Vanguard S&P 500 ETF accounts for approximately 14.9% of SilverOak Wealth Management LLC’s portfolio, making the stock its biggest holding. SilverOak Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $94,200,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VOO. Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in shares of Vanguard S&P 500 ETF by 0.5% in the fourth quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock worth $2,086,000 after buying an additional 16 shares in the last quarter. Midwest Heritage Bank FSB grew its stake in Vanguard S&P 500 ETF by 0.7% during the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock valued at $1,601,000 after acquiring an additional 17 shares in the last quarter. Clear Harbor Asset Management LLC raised its holdings in Vanguard S&P 500 ETF by 3.1% in the 4th quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock valued at $353,000 after acquiring an additional 17 shares during the last quarter. Retirement Planning Group LLC NY raised its holdings in Vanguard S&P 500 ETF by 1.1% in the 1st quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after acquiring an additional 17 shares during the last quarter. Finally, SevenBridge Financial Group LLC lifted its stake in Vanguard S&P 500 ETF by 4.7% in the 3rd quarter. SevenBridge Financial Group LLC now owns 400 shares of the company’s stock worth $251,000 after purchasing an additional 18 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of Vanguard S&P 500 ETF stock opened at $687.08 on Wednesday. The stock’s 50 day simple moving average is $681.14 and its 200-day simple moving average is $646.24. The stock has a market cap of $979.49 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 $568.17 and a 1-year high of $699.15.

Trending Headlines about Vanguard S&P 500 ETF

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

Positive Sentiment: Ed Yardeni said the AI-driven rally is grounded in earnings, not a bubble, and reiterated a year-end S&P 500 target of 8,250, which supports a constructive outlook for Vanguard S&P 500 ETF (VOO). Article Title
Positive Sentiment: Several market watchers said the S&P 500 may have more upside this year, citing favorable earnings growth and reasonable valuations, which could help VOO trend higher if broad market momentum continues. Article Title
Positive Sentiment: Recent commentary noted the S&P 500’s strong quarterly performance and its best week in two months, reinforcing the idea that broad equity demand remains intact for Vanguard S&P 500 ETF (VOO). Article Title
Neutral Sentiment: Some articles focused on how VOO compares with QQQ and on the ETF industry’s growth, which is informative for investors but not a direct driver of VOO today. Article Title
Negative Sentiment: Chip stocks and other AI-linked leaders sold off, dragging the Nasdaq and S&P 500 lower as investors worried about lofty tech valuations and rotated into defensive sectors, which weighs on Vanguard S&P 500 ETF (VOO). Article Title
Negative Sentiment: Several strategists warned that the S&P 500 looks expensive and could face a summer-to-fall drawdown, adding caution around near-term upside for VOO. Article Title

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.