Larry Mathis Financial Planning LLC Boosts Stock Holdings in Vanguard S&P 500 ETF $VOO

Larry Mathis Financial Planning LLC grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOOFree Report) by 38.6% in the second quarter, Holdings Channel.com reports. The fund owned 9,256 shares of the company’s stock after buying an additional 2,580 shares during the quarter. Vanguard S&P 500 ETF comprises about 2.7% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 6th biggest position. Larry Mathis Financial Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $6,357,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of VOO. Nvest Wealth Strategies Inc. purchased a new stake in shares of Vanguard S&P 500 ETF during the fourth quarter valued at $26,000. Camelot Portfolios LLC acquired a new stake in Vanguard S&P 500 ETF during the 4th quarter worth about $27,000. United Community Bank purchased a new stake in Vanguard S&P 500 ETF during the fourth quarter valued at about $27,000. Quattro Advisors LLC acquired a new position in shares of Vanguard S&P 500 ETF in the fourth quarter worth about $27,000. Finally, Advocate Investing Services LLC purchased a new position in shares of Vanguard S&P 500 ETF in the fourth quarter worth approximately $37,000.

Vanguard S&P 500 ETF Price Performance

VOO stock opened at $714.95 on Friday. The firm has a market capitalization of $1.02 trillion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $578.46 and a 52-week high of $716.39. The company’s 50 day simple moving average is $687.87 and its 200-day simple moving average is $657.68.

More Vanguard S&P 500 ETF News

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

  • Positive Sentiment: Softer wholesale inflation reduced rate concerns. Moderated producer-price data eased fears that the Federal Reserve would need to keep interest rates higher for longer, helping lift equity valuations and pushing the S&P 500 to a new record. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
  • Positive Sentiment: Technology and AI shares remained key market leaders. Continued enthusiasm for artificial-intelligence investment and strong technology performance provided meaningful support for the index, benefiting VOO’s large-cap growth holdings. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
  • Positive Sentiment: Tariff refunds could improve constituent-company cash flow. More than 40 S&P 500 companies reportedly disclosed billions of dollars in tariff refunds, with some cash already received. The refunds may provide a modest earnings and liquidity benefit for affected holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
  • Neutral Sentiment: Index rebalancing news was supportive but limited. Reddit’s upcoming S&P 500 inclusion highlights ongoing changes within the benchmark, but the event has little direct effect on VOO’s overall diversified portfolio. Reddit shares jump 11% on inclusion in S&P 500
  • Negative Sentiment: Valuation remains a longer-term risk. Commentary noted that the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s long-term return expectations are comparatively modest. This could limit future returns or increase sensitivity to disappointing earnings and interest-rate news. The S&P 500 Costs 27.5 Times Earnings

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.

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Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOOFree Report).

Institutional Ownership by Quarter for Vanguard S&P 500 ETF (NYSEARCA:VOO)

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