Vanguard S&P 500 ETF $VOO Stock Position Trimmed by Oak Harvest Investment Services

Posted by Francis Steltz on Aug 14th, 2026

Oak Harvest Investment Services trimmed its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 68,226 shares of the company’s stock after selling 2,925 shares during the period. Vanguard S&P 500 ETF accounts for approximately 4.4% of Oak Harvest Investment Services’ holdings, making the stock its 2nd largest holding. Oak Harvest Investment Services’ holdings in Vanguard S&P 500 ETF were worth $46,859,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VOO. Vanguard Group Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 3.0% during the 4th quarter. Vanguard Group Inc. now owns 39,068,508 shares of the company’s stock worth $24,501,033,000 after acquiring an additional 1,141,931 shares during the period. California Public Employees Retirement System grew its holdings in Vanguard S&P 500 ETF by 6.5% in the first quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock valued at $20,099,155,000 after purchasing an additional 2,049,100 shares during the period. Raymond James Financial Inc. grew its holdings in Vanguard S&P 500 ETF by 3.6% in the fourth quarter. Raymond James Financial Inc. now owns 29,347,563 shares of the company’s stock valued at $18,404,737,000 after purchasing an additional 1,019,492 shares during the period. Bank of America Corp DE grew its holdings in Vanguard S&P 500 ETF by 1.3% in the first quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock valued at $16,397,406,000 after purchasing an additional 354,072 shares during the period. Finally, Royal Bank of Canada increased its position in Vanguard S&P 500 ETF by 496.2% during the fourth quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock worth $13,393,573,000 after purchasing an additional 17,774,521 shares during the last quarter.

Vanguard S&P 500 ETF Stock Up 0.7%

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

Key Stories Impacting Vanguard S&P 500 ETF

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

Vanguard S&P 500 ETF Profile

(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.