734 Vanguard S&P 500 ETF $VOO Shares Sold by Marotta Asset Management

by · The Cerbat Gem

Marotta Asset Management lessened its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,654 shares of the company’s stock after selling 734 shares during the quarter. Marotta Asset Management’s holdings in Vanguard S&P 500 ETF were worth $6,065,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of VOO. Miller Global Investments LLC lifted its stake in shares of Vanguard S&P 500 ETF by 714.3% during the 3rd quarter. Miller Global Investments LLC now owns 114 shares of the company’s stock worth $80,000 after buying an additional 100 shares during the last quarter. First Citizens Financial Corp grew its stake in Vanguard S&P 500 ETF by 4.5% in the 3rd quarter. First Citizens Financial Corp now owns 1,129 shares of the company’s stock valued at $791,000 after buying an additional 49 shares during the last quarter. Polaris Financial Partners acquired a new position in Vanguard S&P 500 ETF in the 3rd quarter valued at about $4,361,000. CX Institutional raised its holdings in Vanguard S&P 500 ETF by 18.4% in the 3rd quarter. CX Institutional now owns 3,291 shares of the company’s stock valued at $2,306,000 after acquiring an additional 512 shares during the period. Finally, GoalVest Advisory LLC raised its holdings in Vanguard S&P 500 ETF by 5.7% in the 3rd quarter. GoalVest Advisory LLC now owns 319,605 shares of the company’s stock valued at $223,999,000 after acquiring an additional 17,153 shares during the period.

Key Stories Impacting Vanguard S&P 500 ETF

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

  • Positive Sentiment: Stocks received support from retreating oil prices and rising S&P 500 futures ahead of the employment report. Lower energy costs can ease inflation concerns, although elevated Treasury yields remain a counterweight. S&P500: Futures Rise as Oil Retreats Before Payrolls
  • Positive Sentiment: Analysts argue that strong corporate earnings, continued artificial-intelligence investment, seasonal strength and historically favorable post-midterm trends could keep the equity rally going despite higher interest rates. This supports VOO’s broad-market exposure. Why Stocks Could Defy Higher Rates
  • Positive Sentiment: Oversold market breadth and expectations for a technical rebound are adding to near-term optimism, while commentary highlights strong demand for leading technology companies such as Nvidia, Alphabet and Amazon—major types of holdings represented in VOO. S&P 500 Forecast
  • Neutral Sentiment: Citadel strategist Scott Rubner sees a historical basis for a fourth-quarter rally, but he notes that a key condition behind past midterm-year rallies has not occurred this year, making the seasonal signal less reliable. Citadel’s Strategist Says History Favors a Year-End Rally
  • Negative Sentiment: Higher Treasury yields and investor caution about elevated valuations could limit VOO’s upside. Financial stocks are also lagging the S&P 500 sharply, creating a headwind for the ETF’s diversified holdings, even as bank profits improve. Bank Stocks Are Lagging the S&P 500

Vanguard S&P 500 ETF Trading Up 0.7%

VOO stock traded up $5.19 during mid-day trading on Friday, hitting $707.54. 6,602,265 shares of the company were exchanged, compared to its average volume of 8,732,612. Vanguard S&P 500 ETF has a 1-year low of $578.46 and a 1-year high of $716.39. The stock has a market capitalization of $1.05 trillion, a PE ratio of 24.97 and a beta of 1.00. The business has a 50 day simple moving average of $702.22 and a 200-day simple moving average of $676.02.

About Vanguard S&P 500 ETF

(Free Report)

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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