RFG Advisory LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 29.6% in the 2nd quarter, HoldingsChannel reports. The fund owned 57,777 shares of the company’s stock after acquiring an additional 13,201 shares during the quarter. Vanguard S&P 500 ETF comprises about 0.6% of RFG Advisory LLC’s investment portfolio, making the stock its 19th biggest holding. RFG Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $39,682,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Royal Bank of Canada grew its stake in shares of Vanguard S&P 500 ETF by 496.2% during the 4th quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock worth $13,393,573,000 after purchasing an additional 17,774,521 shares during the period. California Public Employees Retirement System lifted its stake in shares of Vanguard S&P 500 ETF by 21.7% in the fourth quarter. California Public Employees Retirement System now owns 31,586,839 shares of the company’s stock valued at $19,809,054,000 after purchasing an additional 5,627,587 shares during the period. Marshall Wace LLP acquired a new stake in shares of Vanguard S&P 500 ETF in the fourth quarter valued at about $2,872,697,000. California State Teachers Retirement System boosted its holdings in Vanguard S&P 500 ETF by 68,908.7% during the second quarter. California State Teachers Retirement System now owns 4,194,349 shares of the company’s stock worth $2,880,721,000 after buying an additional 4,188,271 shares in the last quarter. Finally, USS Investment Management Ltd boosted its holdings in Vanguard S&P 500 ETF by 760.0% during the first quarter. USS Investment Management Ltd now owns 3,495,162 shares of the company’s stock worth $2,089,023,000 after buying an additional 3,088,758 shares in 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: HSBC strategist Willem Sels said U.S. stocks may have additional upside because artificial-intelligence-driven earnings and productivity gains may not yet be fully reflected in valuations. This supports the outlook for the large technology companies that represent significant portions of VOO. Can the S&P 500 rise further despite high valuations? HSBC says yes
- Positive Sentiment: Several analyses argue that the S&P 500’s historical tendency to rise over long periods favors staying invested rather than attempting to time a pullback. The index is also projected to deliver another above-average year, provided interest rates do not rise materially. With the S&P 500 Setting Record Highs, History Points to 1 Clear Move
- Positive Sentiment: Bloom Energy’s addition to the S&P 500 could provide a small mechanical benefit to index funds, including VOO, as managers add the new constituent. The broader inclusion also reflects continued investor interest in energy infrastructure tied to AI data-center demand. Bloom Energy stock surges as S&P 500 inclusion boosts investor interest
- Neutral Sentiment: The S&P 500 has been consolidating near record levels. Analysts view this sideways movement either as healthy digestion of gains or a sign that investors are becoming more cautious. S&P 500 Holds Firm as Investor Caution Builds
- Negative Sentiment: U.S. futures were lower following the Labor Day weekend amid historically weak post-holiday trading patterns and surging oil prices. Higher energy costs could reinforce inflation concerns and delay interest-rate relief, pressuring richly valued equities. Stock Market: Will S&P 500 Open Up or Down Today?
- Negative Sentiment: Commentary also highlights VOO’s concentration in a handful of mega-cap technology companies and the risk that higher rates or disappointing AI-related earnings could trigger a sharper pullback.
Vanguard S&P 500 ETF Trading Down 0.6%
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.
See Also
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Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report).
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