Heritage Wealth Management Inc. lowered its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 18.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,411 shares of the company’s stock after selling 775 shares during the quarter. Heritage Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $2,391,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in the stock. California Public Employees Retirement System increased its holdings in Vanguard S&P 500 ETF by 6.5% in the 1st 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 raised its stake in Vanguard S&P 500 ETF by 1.3% during the 1st quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock worth $16,397,406,000 after acquiring an additional 354,072 shares during the period. Envestnet Asset Management Inc. raised its stake in 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 acquiring an additional 142,360 shares during the period. Assetmark Inc. raised its stake in Vanguard S&P 500 ETF by 8.5% during the 2nd quarter. Assetmark Inc. now owns 4,037,865 shares of the company’s stock worth $2,773,246,000 after acquiring an additional 314,829 shares during the period. Finally, Alberta Investment Management Corp lifted its holdings in Vanguard S&P 500 ETF by 15.6% during the second quarter. Alberta Investment Management Corp now owns 3,880,748 shares of the company’s stock valued at $2,665,337,000 after purchasing an additional 522,562 shares in the last quarter.
Vanguard S&P 500 ETF Price Performance
VOO opened at $694.81 on Monday. The firm has a market cap of $1.02 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 $718.47. The company has a 50 day simple moving average of $705.70 and a two-hundred day simple moving average of $669.95.
Key Vanguard S&P 500 ETF News
Here are the key news stories impacting Vanguard S&P 500 ETF this week:
- Positive Sentiment: S&P 500 companies posted estimated third-quarter earnings growth of 29.5%, marking an unusually strong run of three consecutive quarters with growth above 25%. Sustained earnings momentum could support the underlying holdings of VOO if it continues. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data continues to favor low-cost index investing: a hypothetical S&P 500 investment since 1988 grew substantially more when dividends were reinvested. This supports VOO’s appeal as a diversified, dividend-reinvesting core portfolio holding, though it does not remove short-term market risk. The S&P 500 Rose 30-Fold Since 1988. Reinvested Dividends Made It 67-Fold.
- Neutral Sentiment: Okta’s addition to the S&P 500 and Kenvue’s departure will trigger index-related buying and selling. The changes may modestly alter VOO’s holdings, but the effect on the fund should be limited because each company represents only a small portion of the index. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: Monthly moving-average data showed defensive signals in related trend-following portfolios. While this may encourage caution among technical investors, it does not represent a fundamental change to VOO’s holdings. Moving Averages of the Ivy Portfolio and S&P 500: October 2026
- Negative Sentiment: The S&P 500 fell for a third consecutive week following a technology-sector sell-off. Because VOO closely tracks the index and has significant exposure to large technology companies, continued weakness in those stocks is the main reason the ETF has decreased. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: Market sentiment remained in the “Fear” zone as Alphabet shares dropped and the S&P 500 ended a short rally. The cautious backdrop can pressure broad index ETFs such as VOO, particularly when investors reduce exposure to high-valuation technology stocks. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
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.
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