OFC Financial Planning LLC Purchases 760 Shares of Vanguard S&P 500 ETF $VOO

Posted by Brian Himes on May 12th, 2026

OFC Financial Planning LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,309 shares of the company’s stock after purchasing an additional 760 shares during the period. Vanguard S&P 500 ETF makes up about 15.1% of OFC Financial Planning LLC’s portfolio, making the stock its 2nd biggest holding. OFC Financial Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $15,872,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Compass Wealth Management LLC bought a new stake in Vanguard S&P 500 ETF during the third quarter worth $27,782,000. Curated Wealth Partners LLC raised its holdings in shares of Vanguard S&P 500 ETF by 12.7% during the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after buying an additional 7,931 shares in the last quarter. Certified Advisory Corp lifted its position in shares of Vanguard S&P 500 ETF by 37.4% during the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after buying an additional 7,110 shares during the last quarter. Cambridge Capital Management LLC boosted its stake in Vanguard S&P 500 ETF by 21.5% in the third quarter. Cambridge Capital Management LLC now owns 16,424 shares of the company’s stock valued at $10,058,000 after buying an additional 2,905 shares in the last quarter. Finally, Red Door Wealth Management LLC grew its position in Vanguard S&P 500 ETF by 4.4% in the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock valued at $22,116,000 after acquiring an additional 1,498 shares during the last quarter.

Vanguard S&P 500 ETF Trading Up 0.2%

Shares of NYSEARCA VOO opened at $679.52 on Tuesday. The company has a market cap of $929.11 billion, 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 $529.11 and a 12 month high of $681.06. The stock has a 50-day moving average price of $628.51 and a two-hundred day moving average price of $628.41.

Key Vanguard S&P 500 ETF News

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

Positive Sentiment: HSBC raised its S&P 500 outlook, citing strong corporate earnings and AI-driven tech momentum, which is constructive for Vanguard S&P 500 ETF (VOO) as a broad-market tracker. Banking giant updates S&P 500 target for end of 2026
Positive Sentiment: Several commentators argue the S&P 500 can keep climbing, with forecasts calling for much higher long-term index levels, which can boost interest in VOO as a simple way to gain exposure. The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher
Positive Sentiment: Analysts highlighted that rising S&P 500 levels are improving the appeal of Vanguard’s ETF lineup, reinforcing demand for VOO from cost-conscious investors. Analysts see S&P 500 gains boosting Vanguard ETF appeal
Positive Sentiment: A comparison piece argued that VOO’s lower fee structure versus SPY creates a meaningful long-term cost advantage, which can attract more assets into Vanguard S&P 500 ETF (VOO). The Hidden Drag of SPY’s Outdated UIT Structure: Why VOO’s 6.45 Basis Point Fee Advantage Matters Over a Decade
Neutral Sentiment: Near-term market direction remains tied to geopolitics, with oil prices rising after renewed U.S.-Iran tensions; that could create volatility for the S&P 500 and, by extension, VOO. S&P 500 set for muted open as Trump brands Iran offer ‘totally unacceptable’
Neutral Sentiment: Another article noted the index recently hit a record high and remains in an uptrend, but it did not add a fresh catalyst beyond the already favorable market backdrop for VOO. Week ahead: Top catalyst for S&P 500 Index, SPY, and VOO ETFs

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.