Fusion Family Wealth LLC Has $235.33 Million Stock Position in Vanguard S&P 500 ETF $VOO

Fusion Family Wealth LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 393,826 shares of the company’s stock after buying an additional 13,048 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 17.6% of Fusion Family Wealth LLC’s holdings, making the stock its biggest position. Fusion Family Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $235,331,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Curated Wealth Partners LLC boosted its holdings in Vanguard S&P 500 ETF by 12.7% in the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after buying an additional 7,931 shares during the period. Red Door Wealth Management LLC raised its holdings in Vanguard S&P 500 ETF by 4.4% during the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock valued at $22,116,000 after acquiring an additional 1,498 shares during the period. Glassman Wealth Services lifted its position in shares of Vanguard S&P 500 ETF by 1.0% in the first quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock valued at $172,121,000 after acquiring an additional 2,991 shares in the last quarter. Fullerton Fund Management Co Ltd. purchased a new position in shares of Vanguard S&P 500 ETF in the fourth quarter valued at about $5,677,000. Finally, Motley Fool Wealth Management LLC boosted its stake in shares of Vanguard S&P 500 ETF by 89.9% in the fourth quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock worth $30,007,000 after acquiring an additional 22,658 shares during the period.

Vanguard S&P 500 ETF Trading Up 0.4%

NYSEARCA:VOO opened at $691.10 on Wednesday. Vanguard S&P 500 ETF has a 12-month low of $568.17 and a 12-month high of $699.15. The stock has a 50-day moving average price of $684.29 and a 200 day moving average price of $648.37. The stock has a market capitalization of $985.23 billion, a P/E ratio of 24.97 and a beta of 1.00.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Recent commentary highlights that the S&P 500 and broad-market index funds remain attractive, with one article noting that dividend ETFs and other index strategies are outperforming and still delivering income. 1 No-Brainer Dividend ETF to Buy Right Now for Passive Income
• Positive Sentiment: Analysts also say earnings season could be the catalyst that pushes the S&P 500 higher, which would generally benefit VOO as a direct tracker of the index. Earnings Season Could Be the Boost the S&P 500 Needs. Here’s Why Some Investors Are ‘Fretting’
• Positive Sentiment: Market sentiment has turned more constructive on the S&P 500, with one note saying a shift in positioning could favor S&P 500 bulls in the near term. Sudden Sentiment Shift Could Favor S&P 500 Bulls
• Neutral Sentiment: Several pieces simply reinforce VOO’s core thesis: long-term S&P 500 exposure remains a straightforward way to diversify and compound wealth, but there is ongoing debate about whether other ETFs or strategies may offer better risk-adjusted returns. Here’s How Big a $50,000 Investment in the S&P 500 Could Get in 25 Years
• Neutral Sentiment: Other articles question whether the S&P 500 is cheap and suggest investors think about diversification away from tech-heavy exposure, which could modestly temper enthusiasm for VOO even if it does not change the long-term case. Think the S&P 500 Looks Cheap? Read the Fine Print
• Negative Sentiment: Some coverage warns that active ETFs and alternative funds may be drawing attention away from plain-vanilla index products like VOO, though the critique is more about fund selection than a direct issue with the ETF itself. Active ETFs Are Hot. Don’t Get Burned.

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.