Ridgecrest Wealth Partners LLC boosted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 22.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 19,942 shares of the company’s stock after acquiring an additional 3,707 shares during the quarter. Vanguard S&P 500 ETF accounts for about 6.4% of Ridgecrest Wealth Partners LLC’s portfolio, making the stock its 5th biggest holding. Ridgecrest Wealth Partners LLC’s holdings in Vanguard S&P 500 ETF were worth $13,977,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Gallagher Capital Advisors LLC lifted its holdings in Vanguard S&P 500 ETF by 1.6% during the third quarter. Gallagher Capital Advisors LLC now owns 878 shares of the company’s stock valued at $616,000 after purchasing an additional 14 shares in the last quarter. Bay Harbor Wealth Management LLC grew its position in shares of Vanguard S&P 500 ETF by 20.8% in the second quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock valued at $60,000 after purchasing an additional 15 shares during the period. Spinnaker Trust increased its stake in shares of Vanguard S&P 500 ETF by 0.4% during the second quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock worth $2,502,000 after purchasing an additional 15 shares in the last quarter. Roxbury Financial LLC increased its stake in shares of Vanguard S&P 500 ETF by 5.1% during the third quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock worth $217,000 after purchasing an additional 15 shares in the last quarter. Finally, PMG Family Office LLC increased its stake in shares of Vanguard S&P 500 ETF by 1.6% during the third quarter. PMG Family Office LLC now owns 967 shares of the company’s stock worth $678,000 after purchasing an additional 15 shares in the last quarter.
Key Vanguard S&P 500 ETF News
Here are the key news stories impacting Vanguard S&P 500 ETF this week:
- Positive Sentiment: Morgan Stanley strategist Mike Wilson said the market correction may be nearly over and projected the S&P 500 could reach 8,500 by mid-2027, providing a bullish catalyst for VOO. Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over, Sees S&P 500 Hitting 8,500
- Positive Sentiment: Historical data shows the S&P 500 rose one year after all 19 midterm elections since 1950 and gained in the two weeks before 14 of those elections, supporting a buy-and-hold case for VOO. Should You Wait Until After the Midterm Elections to Buy the S&P 500?
- Positive Sentiment: Long-term performance data highlighted VOO’s 320.81% ten-year return versus 139.56% for VXUS, reinforcing demand for U.S. equity exposure. VOO Returned 320.81% Over Ten Years Against VXUS’s 139.56%
- Positive Sentiment: TD Waterhouse Canada and Parisi Gray Wealth Management both increased their VOO holdings, signaling continued institutional interest, although the purchases are too small to materially affect the ETF. TD Waterhouse Canada Buys VOO Shares
- Neutral Sentiment: Investors are looking to upcoming corporate earnings to determine whether the bull market can resume, with traders focused on an important S&P 500 technical level. Investors Look to Earnings to Reset the Bull Market
- Neutral Sentiment: Historical analysis of investing consistently in VOO shows that regular contributions, including during market downturns, can build substantial wealth over time; it does not provide a direct near-term catalyst. How Long Does It Take to Build a Million-Dollar Portfolio by Investing in VOO?
- Negative Sentiment: AI-related companies reportedly represented nearly 49% of the S&P 500’s market value, raising concentration and valuation risks for VOO if the AI trade reverses. AI Swings Rock the S&P 500
- Negative Sentiment: Early Tuesday futures leaned lower as markets prepared for major earnings, housing data and continued tensions involving Iran and Western allies, creating short-term pressure on broad U.S. equities. Stock Market: Will S&P 500 Open Up or Down Today?
- Negative Sentiment: Commentary comparing today’s AI-driven rally with 1987’s Black Monday warned that a similar crash could erase more than 1,500 S&P 500 points and over $13 trillion in market value. A Repeat of Black Monday Could Send the S&P 500 Down
Vanguard S&P 500 ETF Stock Up 0.3%
VOO opened at $706.80 on Wednesday. Vanguard S&P 500 ETF has a twelve month low of $578.46 and a twelve month high of $718.47. The company has a 50-day moving average price of $706.42 and a 200 day moving average price of $686.03. The company has a market cap of $1.04 trillion, a PE ratio of 24.97 and a beta of 1.00.
Vanguard S&P 500 ETF Company Profile
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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