Vanguard S&P 500 ETF $VOO Holdings Lowered by Martel Wealth Advisors LLC

Martel Wealth Advisors LLC lowered its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 30.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,029 shares of the company’s stock after selling 889 shares during the quarter. Vanguard S&P 500 ETF makes up about 0.2% of Martel Wealth Advisors LLC’s investment portfolio, making the stock its 26th largest holding. Martel Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $1,422,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in VOO. Birchbrook Inc. grew its stake in Vanguard S&P 500 ETF by 2.6% in the third quarter. Birchbrook Inc. now owns 12,621 shares of the company’s stock worth $8,846,000 after purchasing an additional 324 shares in the last quarter. Hudock Inc. raised its stake in Vanguard S&P 500 ETF by 2.1% during the third quarter. Hudock Inc. now owns 13,512 shares of the company’s stock valued at $9,470,000 after buying an additional 280 shares in the last quarter. Summit Financial Strategies Inc. raised its stake in Vanguard S&P 500 ETF by 6.5% during the third quarter. Summit Financial Strategies Inc. now owns 18,775 shares of the company’s stock valued at $13,159,000 after buying an additional 1,145 shares in the last quarter. Fortune 45 LLC lifted its holdings in Vanguard S&P 500 ETF by 1.2% during the 3rd quarter. Fortune 45 LLC now owns 130,580 shares of the company’s stock worth $91,519,000 after buying an additional 1,570 shares during the last quarter. Finally, MPS Loria Financial Planners LLC lifted its holdings in Vanguard S&P 500 ETF by 56.3% during the 3rd quarter. MPS Loria Financial Planners LLC now owns 1,288 shares of the company’s stock worth $902,000 after buying an additional 464 shares during the last quarter.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: Improving earnings expectations, positive analyst estimate revisions, and forecasts for strong holiday spending are supporting S&P 500 ETFs, including VOO. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Investors are looking for a very strong third-quarter earnings season to justify further gains in the S&P 500, with some strategists projecting a path toward 8,000 or higher. That supports VOO’s near-term outlook if results meet expectations. S&P 500’s march to 8,000 hinges on very strong third quarter
• Positive Sentiment: The index’s strong performance during the first 20 months of the current presidential term is reinforcing bullish sentiment heading into the midterm elections. S&P 500 performance ahead of the midterms
• Neutral Sentiment: Stocks have remained resilient despite rate concerns, with gains in parts of the market offsetting weakness in artificial-intelligence shares. Lower Treasury yields have provided some support, although inflation data keeps Federal Reserve policy risk active. S&P 500 hot PPI tests stock rebound
• Negative Sentiment: Hot CPI and PPI readings have pushed Treasury yields higher, creating pressure for rate-sensitive technology and semiconductor stocks—important components of VOO. S&P 500 hot CPI puts long-term yields back in control
• Negative Sentiment: Market breadth is a risk: 84% of S&P 500 constituents are reportedly in correction territory despite the index remaining near records. Earnings growth is also heavily concentrated in AI-linked technology and energy companies, increasing vulnerability if those groups weaken. S&P 500 breadth and correction risk

Vanguard S&P 500 ETF Stock Up 0.3%

NYSEARCA:VOO opened at $709.43 on Friday. The company has a market cap of $1.05 trillion, a PE ratio of 24.97 and a beta of 1.00. The business’s 50 day moving average is $706.75 and its two-hundred day moving average is $683.69. Vanguard S&P 500 ETF has a 52 week low of $578.46 and a 52 week high of $718.47.

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.