Orgel Wealth Management LLC Boosts Stock Holdings in Vanguard S&P 500 ETF $VOO

Orgel Wealth Management LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOOFree Report) by 19.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,533 shares of the company’s stock after buying an additional 1,238 shares during the quarter. Orgel Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $5,174,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of VOO. California Public Employees Retirement System increased its holdings in shares of Vanguard S&P 500 ETF by 6.5% in the 1st 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 in the last quarter. Raymond James Financial Inc. lifted its stake in shares of 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 boosted its holdings in Vanguard S&P 500 ETF by 1.3% during the first quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock worth $16,397,406,000 after buying an additional 354,072 shares in the last quarter. Royal Bank of Canada increased its holdings in Vanguard S&P 500 ETF by 496.2% in the fourth quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock valued at $13,393,573,000 after buying an additional 17,774,521 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in Vanguard S&P 500 ETF by 4.5% in the fourth quarter. Goldman Sachs Group Inc. now owns 14,071,661 shares of the company’s stock valued at $8,824,761,000 after buying an additional 605,867 shares in the last quarter.

Vanguard S&P 500 ETF Trading Down 0.3%

VOO stock opened at $704.89 on Tuesday. The firm has a 50 day moving average of $693.51 and a 200-day moving average of $663.62. The company has a market cap of $1.00 trillion, 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 $578.46 and a 12-month high of $716.39.

Trending Headlines about Vanguard S&P 500 ETF

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

  • Positive Sentiment: VOO remains supported by the long-term growth of the U.S. economy. Historical analyses highlight the S&P 500’s roughly 10% average annual return over the past century, although future returns are not guaranteed. How Much Can You Earn With the Vanguard S&P 500 ETF
  • Positive Sentiment: Strong corporate earnings have helped the S&P 500 advance recently, providing a fundamental tailwind for VOO, which tracks the index’s largest companies. What Does the S&P 500’s August Gain Say About the Rest of the Year?
  • Neutral Sentiment: Vanguard’s original S&P 500 index fund, launched in 1976, marked its 50th anniversary. The milestone reinforces the appeal and staying power of low-cost indexing but is unlikely to materially affect VOO’s near-term trading. Vanguard’s First Index Fund Turns 50
  • Neutral Sentiment: Commentary comparing VOO with equal-weighted alternatives questions whether market-cap weighting has become too concentrated in artificial-intelligence leaders. This is a portfolio-construction concern rather than a new fund-specific development. VOO vs. RSP
  • Negative Sentiment: Iran-related strikes pushed oil prices higher and Treasury yields to new highs, pressuring technology shares and U.S. stock futures. Because VOO has significant exposure to large technology companies, this macro backdrop weighed on the ETF. Nasdaq 100 and S&P 500: Oil Surge Pressures Tech Stocks
  • Negative Sentiment: Higher odds of a September Federal Reserve rate hike could further pressure equity valuations, particularly growth and technology stocks, while market leadership remains concentrated in Microsoft and Nvidia. S&P 500 Sector Rotation Holds

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.

See Also

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

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