Envestnet Asset Management Inc. Has $7.43 Billion Stake in Vanguard S&P 500 ETF $VOO

by · The Cerbat Gem

Envestnet Asset Management Inc. lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.3% in the 2nd quarter, Holdings Channel reports. The firm owned 10,822,531 shares of the company’s stock after acquiring an additional 142,360 shares during the period. Vanguard S&P 500 ETF comprises 1.1% of Envestnet Asset Management Inc.’s investment portfolio, making the stock its 9th largest holding. Envestnet Asset Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $7,432,569,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Birch Capital Management LLC bought a new stake in Vanguard S&P 500 ETF during the second quarter valued at approximately $25,000. RHL Group LLC increased its holdings in shares of Vanguard S&P 500 ETF by 50.0% in the 2nd quarter. RHL Group LLC now owns 48 shares of the company’s stock worth $33,000 after buying an additional 16 shares during the last quarter. Lifetime Wealth Management P.C. bought a new position in shares of Vanguard S&P 500 ETF in the 4th quarter worth $41,000. XP Advisory US Inc. purchased a new stake in shares of Vanguard S&P 500 ETF during the 2nd quarter valued at $45,000. Finally, Evelyn Partners Investment Management LLP raised its position in shares of Vanguard S&P 500 ETF by 3,750.0% during the 4th quarter. Evelyn Partners Investment Management LLP now owns 77 shares of the company’s stock valued at $48,000 after buying an additional 75 shares in the last quarter.

Vanguard S&P 500 ETF Stock Down 0.7%

Shares of NYSEARCA VOO traded down $5.18 during mid-day trading on Wednesday, reaching $707.60. 13,791,003 shares of the company were exchanged, compared to its average volume of 8,760,793. Vanguard S&P 500 ETF has a 52 week low of $578.46 and a 52 week high of $716.39. The company’s 50 day moving average price is $699.58 and its 200 day moving average price is $671.80. The stock has a market capitalization of $1.05 trillion, a PE 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: FactSet expects S&P 500 third-quarter earnings growth of 28.9%, which would mark a third consecutive quarter above 25%. Earnings estimates have risen faster than the index, suggesting potential fundamental support for VOO. S&P 500 Profits Are on Track for a Third Straight Quarter of 25% Growth
  • Positive Sentiment: Analysts have cited strong profits and continued artificial-intelligence investment as reasons the S&P 500 could reach 9,000 in 2027, providing a bullish longer-term outlook for VOO. S&P 500 to Hit 9000 in 2027
  • Positive Sentiment: VOO remains attractive to long-term investors because it offers low-cost, broad exposure to large U.S. companies, while historical S&P 500 performance has supported substantial wealth creation over time. Vanguard S&P 500 ETF Long-Term Outlook
  • Neutral Sentiment: VOO’s comparison with growth-focused VOOG highlights its broader market exposure and low expense ratio, but investors must choose between diversification and greater growth concentration. VOO vs. VOOG
  • Negative Sentiment: A hotter-than-expected services PMI pushed the 10-year Treasury yield above 5%, increasing expectations that the Federal Reserve may keep rates restrictive. Higher yields pressure equity valuations, particularly VOO’s large technology holdings. Hot PMI Sends 10-Year Yield Above 5%
  • Negative Sentiment: Analysts warn that the S&P 500’s rally is unusually narrow, with weak market breadth and heavy reliance on familiar mega-cap leaders. VOO’s concentration in large technology companies increases its sensitivity to a pullback in those stocks. S&P 500 Nears Record High but Breadth Flashes Warning

Vanguard S&P 500 ETF Profile

(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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