Vanguard S&P 500 ETF $VOO Shares Sold by Global Assets Advisory LLC

Global Assets Advisory LLC decreased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 45.0% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 10,938 shares of the company’s stock after selling 8,952 shares during the period. Vanguard S&P 500 ETF makes up about 1.6% of Global Assets Advisory LLC’s investment portfolio, making the stock its 13th largest position. Global Assets Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $7,515,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of VOO. Hibernia Wealth Partners LLC increased its position in shares of Vanguard S&P 500 ETF by 2.6% in the first quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock worth $374,000 after acquiring an additional 16 shares in the last quarter. Graves Light Lenhart Wealth Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 0.9% during the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 1,712 shares of the company’s stock valued at $1,176,000 after acquiring an additional 16 shares in the last quarter. Midwest Heritage Bank FSB boosted its position in Vanguard S&P 500 ETF by 0.7% during the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock worth $1,601,000 after purchasing an additional 17 shares during the period. Clear Harbor Asset Management LLC boosted its position in Vanguard S&P 500 ETF by 3.1% during the 4th quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock worth $353,000 after purchasing an additional 17 shares during the period. Finally, Retirement Planning Group LLC NY increased its holdings in Vanguard S&P 500 ETF by 1.1% in the 1st quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock valued at $928,000 after purchasing an additional 17 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

NYSEARCA:VOO opened at $714.95 on Friday. The business’s 50-day moving average is $687.87 and its two-hundred day moving average is $657.68. Vanguard S&P 500 ETF has a 12 month low of $578.46 and a 12 month high of $716.39. The firm has a market capitalization of $1.02 trillion, a PE ratio of 24.97 and a beta of 1.00.

Trending Headlines about Vanguard S&P 500 ETF

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

• 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

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.