Vanguard S&P 500 ETF $VOO Shares Purchased by Precedent Wealth Partners LLC

Precedent Wealth Partners LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 24.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,513 shares of the company’s stock after purchasing an additional 6,909 shares during the quarter. Vanguard S&P 500 ETF accounts for about 3.7% of Precedent Wealth Partners LLC’s holdings, making the stock its 3rd biggest holding. Precedent Wealth Partners LLC’s holdings in Vanguard S&P 500 ETF were worth $24,890,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Birch Capital Management LLC acquired a new position in shares of Vanguard S&P 500 ETF in the second quarter worth $25,000. RHL Group LLC raised its stake in shares of Vanguard S&P 500 ETF by 50.0% in the second quarter. RHL Group LLC now owns 48 shares of the company’s stock valued at $33,000 after acquiring an additional 16 shares in the last quarter. XP Advisory US Inc. acquired a new stake in shares of Vanguard S&P 500 ETF in the second quarter valued at $45,000. Advocate Investing Services LLC boosted its holdings in Vanguard S&P 500 ETF by 40.7% in the first quarter. Advocate Investing Services LLC now owns 83 shares of the company’s stock valued at $50,000 after purchasing an additional 24 shares during the period. Finally, Signature Equity Partners LLC boosted its holdings in Vanguard S&P 500 ETF by 68.0% in the first quarter. Signature Equity Partners LLC now owns 84 shares of the company’s stock valued at $50,000 after purchasing an additional 34 shares during the period.

Vanguard S&P 500 ETF Price Performance

VOO opened at $698.58 on Friday. The business has a fifty day moving average price of $705.87 and a 200 day moving average price of $687.57. Vanguard S&P 500 ETF has a 12 month low of $578.46 and a 12 month high of $718.47. The stock has a market capitalization of $1.03 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Some strategists remain bullish on the broader market. Goldman Sachs reportedly sees the S&P 500 reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager identified potential long-term support from AI, energy and longevity themes. Goldman Sachs S&P 500 forecast
• Positive Sentiment: VOO continues to be presented as a low-cost, diversified way to own leading U.S. companies across major sectors, including as a potential long-term holding through a recession. VOO recession investment article

Vanguard S&P 500 ETF 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.