Vanguard S&P 500 ETF $VOO Holdings Decreased by Valmark Advisers Inc.

Posted by Brenda Bartman on Jul 12th, 2026

Valmark Advisers Inc. lessened its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 501,676 shares of the company’s stock after selling 77,827 shares during the period. Vanguard S&P 500 ETF makes up 3.6% of Valmark Advisers Inc.’s portfolio, making the stock its 6th biggest position. Valmark Advisers Inc.’s holdings in Vanguard S&P 500 ETF were worth $299,777,000 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. grew its holdings in shares of Vanguard S&P 500 ETF by 0.5% during the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock worth $2,086,000 after purchasing an additional 16 shares during the period. Midwest Heritage Bank FSB increased its position 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 worth $1,601,000 after purchasing 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 fourth quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock valued at $353,000 after buying an additional 17 shares during the period. Retirement Planning Group LLC NY raised its holdings in Vanguard S&P 500 ETF by 1.1% in the first quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after buying an additional 17 shares during the period. Finally, Cornerstone Advisory LLC lifted its position in Vanguard S&P 500 ETF by 1.6% during the fourth quarter. Cornerstone Advisory LLC now owns 1,135 shares of the company’s stock valued at $712,000 after buying an additional 18 shares in the last quarter.

Vanguard S&P 500 ETF Trading Up 0.5%

VOO traded up $3.17 during trading on Friday, hitting $693.86. 5,313,623 shares of the company’s stock were exchanged, compared to its average volume of 9,397,288. Vanguard S&P 500 ETF has a 1 year low of $568.17 and a 1 year high of $699.15. The stock has a 50 day moving average price of $683.21 and a 200 day moving average price of $647.45. The firm has a market cap of $989.16 billion, a P/E ratio of 24.97 and a beta of 1.00.

Vanguard S&P 500 ETF News Roundup

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

Positive Sentiment: U.S. stocks ended higher as AI and semiconductor strength lifted the S&P 500 close to a record, supporting VOO because it tracks the broad index. Dow rises as S&P 500 nears record, SK Hynix debut boosts AI chip stocks
Positive Sentiment: VOO crossed $1 trillion in assets under management, a major milestone that underscores strong investor demand for the fund. VOO Just Crossed $1 Trillion. Here’s the Hidden Risk Nobody’s Pricing In
Neutral Sentiment: Market futures slipped earlier in the session as investors weighed Middle East risks and watched the SK Hynix listing, but the pullback appeared limited compared with the broader rally. S&P 500, Nasdaq futures slip as investors eye SK Hynix listing, Middle East risks
Neutral Sentiment: Commentary comparing the S&P 500 with other retirement-focused ETFs and funds is more about portfolio strategy than a direct catalyst for VOO. If You’re Retiring in the 2030s, These 3 ETFs Beat a Target Date Fund
Neutral Sentiment: Articles noting that the S&P 500 has trailed some alternative funds this year are not a direct negative for VOO, but they highlight competition for investor capital. The S&P 500 Is Up 5% This Year. This ‘Cash Cow’ Fund Is Up 9%

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.