Capstone Wealth Management Group Inc. acquired a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 2,306 shares of the company’s stock, valued at approximately $1,584,000. Vanguard S&P 500 ETF comprises about 1.0% of Capstone Wealth Management Group Inc.’s investment portfolio, making the stock its 22nd largest position.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Hibernia Wealth Partners LLC raised its stake in shares of Vanguard S&P 500 ETF by 2.6% during the 1st quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock worth $374,000 after purchasing an additional 16 shares in the last quarter. Graves Light Lenhart Wealth Inc. grew its stake in shares of Vanguard S&P 500 ETF by 0.9% in the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 1,712 shares of the company’s stock valued at $1,176,000 after buying an additional 16 shares in the last quarter. Midwest Heritage Bank FSB increased its holdings in Vanguard S&P 500 ETF by 0.7% in the fourth quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock worth $1,601,000 after buying an additional 17 shares during the last quarter. Clear Harbor Asset Management LLC raised its position in Vanguard S&P 500 ETF by 3.1% during the fourth quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock valued at $353,000 after acquiring an additional 17 shares in the last quarter. Finally, Retirement Planning Group LLC NY raised its position in Vanguard S&P 500 ETF by 1.1% during the first quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after acquiring an additional 17 shares in the last quarter.
Vanguard S&P 500 ETF Stock Up 0.7%
NYSEARCA VOO opened at $714.95 on Friday. The stock has a market capitalization of $1.02 trillion, a PE 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 company has a 50 day moving average price of $687.87 and a two-hundred day moving average price of $657.68.
Trending Headlines about Vanguard S&P 500 ETF
- Positive Sentiment: Softer wholesale inflation reduced rate concerns. Moderated producer-price data eased fears that the Federal Reserve would need to keep interest rates higher for longer, helping lift equity valuations and pushing the S&P 500 to a new record. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
- Positive Sentiment: Technology and AI shares remained key market leaders. Continued enthusiasm for artificial-intelligence investment and strong technology performance provided meaningful support for the index, benefiting VOO’s large-cap growth holdings. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
- Positive Sentiment: Tariff refunds could improve constituent-company cash flow. More than 40 S&P 500 companies reportedly disclosed billions of dollars in tariff refunds, with some cash already received. The refunds may provide a modest earnings and liquidity benefit for affected holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
- Neutral Sentiment: Index rebalancing news was supportive but limited. Reddit’s upcoming S&P 500 inclusion highlights ongoing changes within the benchmark, but the event has little direct effect on VOO’s overall diversified portfolio. Reddit shares jump 11% on inclusion in S&P 500
- Negative Sentiment: Valuation remains a longer-term risk. Commentary noted that the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s long-term return expectations are comparatively modest. This could limit future returns or increase sensitivity to disappointing earnings and interest-rate news. The S&P 500 Costs 27.5 Times Earnings
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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