Vanguard S&P 500 ETF $VOO Stock Sold by Larry Mathis Financial Planning LLC

Posted by Geri Gentry on Oct 29th, 2026

Larry Mathis Financial Planning LLC lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 47.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,896 shares of the company’s stock after selling 4,360 shares during the quarter. Vanguard S&P 500 ETF accounts for about 2.9% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 5th largest position. Larry Mathis Financial Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $3,432,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of VOO. Gallagher Capital Advisors LLC lifted its position in Vanguard S&P 500 ETF by 1.6% in the third quarter. Gallagher Capital Advisors LLC now owns 878 shares of the company’s stock worth $616,000 after purchasing an additional 14 shares during the period. Bay Harbor Wealth Management LLC increased its holdings in Vanguard S&P 500 ETF by 20.8% in the 2nd quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock valued at $60,000 after buying an additional 15 shares during the period. Spinnaker Trust raised its stake in shares of Vanguard S&P 500 ETF by 0.4% in the 2nd quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock valued at $2,502,000 after buying an additional 15 shares in the last quarter. Roxbury Financial LLC raised its stake in shares of Vanguard S&P 500 ETF by 5.1% in the 3rd quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock valued at $217,000 after buying an additional 15 shares in the last quarter. Finally, PMG Family Office LLC raised its stake in shares of Vanguard S&P 500 ETF by 1.6% in the 3rd quarter. PMG Family Office LLC now owns 967 shares of the company’s stock valued at $678,000 after buying an additional 15 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $709.90 on Thursday. The company has a 50-day moving average of $705.82 and a 200-day moving average of $669.33. Vanguard S&P 500 ETF has a 52 week low of $578.46 and a 52 week high of $718.47. The company has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

Key Vanguard S&P 500 ETF News

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

Positive Sentiment: Historical data shows the S&P 500 rose from the end of October through April in 58 of 76 years, with an average gain of about 7%, providing a potentially favorable seasonal backdrop for VOO. Seasonal S&P 500 performance
Positive Sentiment: Long-term investing research indicates that staying invested has historically produced results close to those of idealized market timing. Warren Buffett’s support for low-cost S&P 500 index funds reinforces VOO’s appeal as a core holding. S&P 500 buy-the-dip analysis
Neutral Sentiment: The Federal Reserve’s policy statement, commentary on inflation and upcoming major technology earnings could determine the next move for the S&P 500, making near-term direction highly dependent on macroeconomic and earnings news. Fed policy and index outlook
Neutral Sentiment: Although market corrections can be sharp, historical analysis suggests a crash is not necessarily imminent and that bear markets have often been relatively short-lived. S&P 500 crash analysis
Negative Sentiment: VOO is increasingly concentrated: its 10 largest holdings and technology exposure each represent roughly 40% of assets. That concentration could hurt diversification and returns if mega-cap technology stocks weaken. S&P 500 concentration risks
Negative Sentiment: Another analysis warns that S&P 500 valuations are approaching levels associated with the dot-com bubble. Higher interest rates, geopolitical conflict and disappointment in the artificial-intelligence boom could trigger a significant sell-off. S&P 500 valuation risk

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.