SilverOak Wealth Management LLC grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 158,557 shares of the company’s stock after acquiring an additional 913 shares during the period. Vanguard S&P 500 ETF accounts for about 14.0% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. SilverOak Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $108,899,000 as of its most recent filing with the SEC.
A number of other large investors have also recently modified their holdings of the company. Wright Wealth LLC grew its stake in Vanguard S&P 500 ETF by 9.8% in the second quarter. Wright Wealth LLC now owns 10,084 shares of the company’s stock worth $6,926,000 after purchasing an additional 900 shares in the last quarter. Primoris Wealth Advisors LLC raised its position in Vanguard S&P 500 ETF by 15.1% during the 2nd quarter. Primoris Wealth Advisors LLC now owns 15,330 shares of the company’s stock valued at $10,529,000 after purchasing an additional 2,011 shares in the last quarter. TCI Wealth Advisors Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 3.8% in the 2nd quarter. TCI Wealth Advisors Inc. now owns 5,379 shares of the company’s stock worth $3,694,000 after buying an additional 199 shares during the period. Hapanowicz & Associates Financial Services Inc purchased a new stake in shares of Vanguard S&P 500 ETF in the 2nd quarter worth $272,000. Finally, Obermeyer Wealth Partners grew its position in shares of Vanguard S&P 500 ETF by 1.1% during the 2nd quarter. Obermeyer Wealth Partners now owns 159,773 shares of the company’s stock worth $109,733,000 after buying an additional 1,771 shares in the last quarter.
Vanguard S&P 500 ETF Stock Performance
Shares of Vanguard S&P 500 ETF stock opened at $713.61 on Monday. The firm 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 12 month low of $578.46 and a 12 month high of $716.39. The stock’s fifty day moving average price is $688.58 and its 200-day moving average price is $658.22.
Key Vanguard S&P 500 ETF News
- Positive Sentiment: Moderated wholesale inflation and softer-than-expected producer-price data reduced fears of additional Federal Reserve rate increases. Markets are increasingly betting that the Fed will hold rates steady in September, supporting large-cap stocks and VOO’s underlying holdings. S&P 500 Logs Third-Consecutive Weekly Gain
- Positive Sentiment: The S&P 500 closed at another record high as easing inflation, lower oil prices, and continued technology-sector strength improved investor sentiment. This provides a favorable near-term backdrop for VOO, which tracks the index. Dow rises as S&P 500 closes at record high
- Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with about $2.1 billion already received in cash. Refunds could support corporate earnings and cash flow across some of VOO’s holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
- Neutral Sentiment: Long-term analysis notes that the S&P 500 has historically produced roughly 10% annualized total returns, supporting the case for holding VOO over extended periods. However, this is historical context rather than a direct catalyst for current trading. Where Will the Vanguard S&P 500 ETF Be in 20 Years?
- Negative Sentiment: Renewed Middle East tensions and uncertainty heading into the weekend are limiting risk appetite, helping explain why VOO has pulled back even as the broader index remains near record levels. S&P 500 edges higher as earnings offset Middle East tensions
- Negative Sentiment: Valuation is a longer-term concern: the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s projected U.S. stock returns are below historical averages. High valuations may make VOO more sensitive to disappointing earnings or interest-rate surprises. The S&P 500 Costs 27.5 Times Earnings
Vanguard S&P 500 ETF 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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