Marotta Asset Management Cuts Stock Position in Vanguard S&P 500 ETF $VOO

Marotta Asset Management trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,654 shares of the company’s stock after selling 734 shares during the period. Marotta Asset Management’s holdings in Vanguard S&P 500 ETF were worth $6,065,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of VOO. California Public Employees Retirement System raised its holdings in Vanguard S&P 500 ETF by 6.5% during the first quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock worth $20,099,155,000 after acquiring an additional 2,049,100 shares in the last quarter. Bank of America Corp DE grew its stake in Vanguard S&P 500 ETF by 1.3% in the first quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock valued at $16,397,406,000 after purchasing an additional 354,072 shares in the last quarter. Royal Bank of Canada grew its stake in Vanguard S&P 500 ETF by 496.2% in the fourth quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock valued at $13,393,573,000 after purchasing an additional 17,774,521 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of Vanguard S&P 500 ETF by 1.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 10,822,531 shares of the company’s stock worth $7,432,569,000 after purchasing an additional 142,360 shares during the last quarter. Finally, Cerity Partners LLC raised its stake in shares of Vanguard S&P 500 ETF by 6.4% during the 4th quarter. Cerity Partners LLC now owns 4,684,615 shares of the company’s stock worth $2,938,244,000 after purchasing an additional 283,537 shares in the last quarter.

Vanguard S&P 500 ETF Stock Up 0.7%

Shares of NYSEARCA VOO traded up $5.19 during trading hours on Friday, hitting $707.54. The company had a trading volume of 6,602,265 shares, compared to its average volume of 8,732,612. The stock has a market capitalization of $1.05 trillion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $578.46 and a 1-year high of $716.39. The firm’s 50 day moving average is $702.22 and its 200-day moving average is $676.02.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Stocks received support from retreating oil prices and rising S&P 500 futures ahead of the employment report. Lower energy costs can ease inflation concerns, although elevated Treasury yields remain a counterweight. S&P500: Futures Rise as Oil Retreats Before Payrolls
• Positive Sentiment: Analysts argue that strong corporate earnings, continued artificial-intelligence investment, seasonal strength and historically favorable post-midterm trends could keep the equity rally going despite higher interest rates. This supports VOO’s broad-market exposure. Why Stocks Could Defy Higher Rates
• Positive Sentiment: Oversold market breadth and expectations for a technical rebound are adding to near-term optimism, while commentary highlights strong demand for leading technology companies such as Nvidia, Alphabet and Amazon—major types of holdings represented in VOO. S&P 500 Forecast
• Neutral Sentiment: Citadel strategist Scott Rubner sees a historical basis for a fourth-quarter rally, but he notes that a key condition behind past midterm-year rallies has not occurred this year, making the seasonal signal less reliable. Citadel’s Strategist Says History Favors a Year-End Rally
• Negative Sentiment: Higher Treasury yields and investor caution about elevated valuations could limit VOO’s upside. Financial stocks are also lagging the S&P 500 sharply, creating a headwind for the ETF’s diversified holdings, even as bank profits improve. Bank Stocks Are Lagging the S&P 500

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.