Safir Wealth Advisors LLC Reduces Stock Position in Vanguard S&P 500 ETF $VOO

Safir Wealth Advisors LLC trimmed its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 93,802 shares of the company’s stock after selling 2,303 shares during the quarter. Vanguard S&P 500 ETF comprises about 41.3% of Safir Wealth Advisors LLC’s holdings, making the stock its biggest holding. Safir Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $58,826,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of VOO. Clarity Asset Management Inc. lifted its stake in shares of Vanguard S&P 500 ETF by 8.3% in the third quarter. Clarity Asset Management Inc. now owns 209 shares of the company’s stock worth $128,000 after buying an additional 16 shares in the last quarter. First Interstate Bank increased its position in shares of Vanguard S&P 500 ETF by 0.3% during the third quarter. First Interstate Bank now owns 6,358 shares of the company’s stock valued at $3,894,000 after acquiring an additional 16 shares in the last quarter. Lountzis Asset Management LLC increased its position in shares of Vanguard S&P 500 ETF by 1.6% during the third quarter. Lountzis Asset Management LLC now owns 1,026 shares of the company’s stock valued at $630,000 after acquiring an additional 16 shares in the last quarter. EWA LLC raised its holdings in Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. EWA LLC now owns 4,870 shares of the company’s stock worth $2,983,000 after acquiring an additional 16 shares during the last quarter. Finally, Clarkston Capital Partners LLC raised its holdings in Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. Clarkston Capital Partners LLC now owns 6,120 shares of the company’s stock worth $3,748,000 after acquiring an additional 16 shares during the last quarter.

Vanguard S&P 500 ETF Trading Down 0.3%

VOO stock opened at $606.75 on Friday. The stock’s 50 day simple moving average is $629.61 and its 200 day simple moving average is $622.16. Vanguard S&P 500 ETF has a 12-month low of $442.80 and a 12-month high of $641.81. The stock has a market capitalization of $811.96 billion, a PE ratio of 24.97 and a beta of 1.00.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Long-term buy-the-dip case highlighted by The Motley Fool, which argues historical sell-offs create attractive entry points for broad-market ETFs like VOO and could support inflows from patient investors. Read More.
• Neutral Sentiment: Energy has been the lone sector holding up in March, which cushions the index but is too small to fully prop up the S&P 500 by itself. Sector concentration means VOO’s breadth remains vulnerable if other sectors continue to weaken. Read More.
• Neutral Sentiment: S&P 500 index structure developments (including 24/7 perpetual futures) and technical commentary note markets are searching for a short-term floor — useful context for traders but not an immediate catalyst for VOO flows. Read More.
• Neutral Sentiment: Comparative ETF analysis (VOO vs. SPY vs. IVV) reminds investors these S&P 500 ETFs are largely interchangeable for long-term exposure, so fund flows often track index-level moves rather than issuer-specific news. Read More.
• Negative Sentiment: JPMorgan lowered its year-end S&P 500 target to 7,200 from 7,500, signaling strategist caution that markets may be underpricing risks from supply shocks and weakening demand — a bearish signal for index-tracking ETFs like VOO. Read More.
• Negative Sentiment: Hot PPI data and a sharp oil spike have raised concerns about a tougher Fed outlook and higher near-term inflation, prompting risk-off moves that weigh on VOO. Read More.
• Negative Sentiment: Escalating Middle East tensions (Israel–Iran) and political/military headlines are driving risk aversion and helped push VOO lower in premarket and early trading. Read More.

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.