Flatrock Wealth Partners LLC Invests $1.94 Million in Vanguard S&P 500 ETF $VOO

Flatrock Wealth Partners LLC purchased a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 3,254 shares of the company’s stock, valued at approximately $1,944,000. Vanguard S&P 500 ETF makes up about 0.9% of Flatrock Wealth Partners LLC’s portfolio, making the stock its 27th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Montag A & Associates Inc. boosted its stake in shares of Vanguard S&P 500 ETF by 7.7% during the 1st quarter. Montag A & Associates Inc. now owns 36,953 shares of the company’s stock valued at $22,081,000 after buying an additional 2,642 shares during the last quarter. Nicholas Hoffman & Company LLC. increased its stake in shares of Vanguard S&P 500 ETF by 0.4% in the first quarter. Nicholas Hoffman & Company LLC. now owns 1,392,756 shares of the company’s stock worth $832,241,000 after buying an additional 6,135 shares during the last quarter. Aljian Capital Management LLC acquired a new stake in Vanguard S&P 500 ETF in the first quarter valued at $372,000. Addison Capital Co boosted its stake in Vanguard S&P 500 ETF by 38.7% during the 1st quarter. Addison Capital Co now owns 1,254 shares of the company’s stock valued at $749,000 after acquiring an additional 350 shares during the last quarter. Finally, Alliance Wealth Management Group grew its holdings in Vanguard S&P 500 ETF by 10.8% during the 1st quarter. Alliance Wealth Management Group now owns 1,645 shares of the company’s stock worth $983,000 after acquiring an additional 160 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

VOO opened at $687.08 on Wednesday. The company has a 50-day moving average of $681.14 and a 200-day moving average of $646.24. The company has a market capitalization of $979.49 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $568.17 and a 1-year high of $699.15.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Ed Yardeni said the AI-driven rally is grounded in earnings, not a bubble, and reiterated a year-end S&P 500 target of 8,250, which supports a constructive outlook for Vanguard S&P 500 ETF (VOO). Article Title
• Positive Sentiment: Several market watchers said the S&P 500 may have more upside this year, citing favorable earnings growth and reasonable valuations, which could help VOO trend higher if broad market momentum continues. Article Title
• Positive Sentiment: Recent commentary noted the S&P 500’s strong quarterly performance and its best week in two months, reinforcing the idea that broad equity demand remains intact for Vanguard S&P 500 ETF (VOO). Article Title
• Neutral Sentiment: Some articles focused on how VOO compares with QQQ and on the ETF industry’s growth, which is informative for investors but not a direct driver of VOO today. Article Title
• Negative Sentiment: Chip stocks and other AI-linked leaders sold off, dragging the Nasdaq and S&P 500 lower as investors worried about lofty tech valuations and rotated into defensive sectors, which weighs on Vanguard S&P 500 ETF (VOO). Article Title
• Negative Sentiment: Several strategists warned that the S&P 500 looks expensive and could face a summer-to-fall drawdown, adding caution around near-term upside for VOO. Article Title

About Vanguard S&P 500 ETF

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.