Vanguard S&P 500 ETF $VOO Shares Bought by Avantax Planning Partners Inc.

by · The Markets Daily

Avantax Planning Partners Inc. raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1,619.7% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 64,918 shares of the company’s stock after buying an additional 61,143 shares during the period. Vanguard S&P 500 ETF comprises about 1.1% of Avantax Planning Partners Inc.’s portfolio, making the stock its 20th largest holding. Avantax Planning Partners Inc.’s holdings in Vanguard S&P 500 ETF were worth $38,792,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of VOO. Nvest Wealth Strategies Inc. purchased a new stake in Vanguard S&P 500 ETF during the fourth quarter worth $26,000. Camelot Portfolios LLC purchased a new stake in Vanguard S&P 500 ETF in the 4th quarter worth $27,000. United Community Bank acquired a new position in Vanguard S&P 500 ETF during the fourth quarter worth $27,000. Quattro Advisors LLC purchased a new position in Vanguard S&P 500 ETF during the fourth quarter valued at $27,000. Finally, Creative Capital Management Investments LLC lifted its holdings in Vanguard S&P 500 ETF by 900.0% during the fourth quarter. Creative Capital Management Investments LLC now owns 50 shares of the company’s stock valued at $31,000 after purchasing an additional 45 shares in the last quarter.

Vanguard S&P 500 ETF Stock Down 0.8%

Shares of NYSEARCA VOO opened at $688.50 on Tuesday. The firm has a market cap of $981.52 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The company’s 50-day simple moving average is $683.77 and its 200-day simple moving average is $647.97. Vanguard S&P 500 ETF has a 52-week low of $568.17 and a 52-week high of $699.15.

Trending Headlines about Vanguard S&P 500 ETF

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

  • Positive Sentiment: Several pieces suggest the S&P 500 could get a boost from second-quarter earnings season, with banks and other large companies set to report soon; if results and guidance are strong, that could lift VOO along with the market. Article Title
  • Positive Sentiment: Articles highlighting a bullish shift in sentiment and analyst targets calling for much higher S&P 500 levels reinforce the case that broad market ETFs like VOO could continue trending higher if equities keep climbing. Article Title
  • Positive Sentiment: One article notes that VOO has historically delivered strong long-term returns and argues it remains a compelling core holding for investors seeking low-cost exposure to the U.S. stock market. Article Title
  • Neutral Sentiment: Several articles compare VOO with alternative ETFs that may offer higher yields, lower volatility, or stronger recent performance. These pieces do not directly change VOO’s fundamentals, but they may encourage some investors to diversify away from it. Article Title
  • Neutral Sentiment: One market note says the S&P 500 still faces valuation questions, with some investors worried about how “cheap” the index really is depending on earnings assumptions. That adds caution, but it is not a direct negative catalyst for VOO on its own. Article Title
  • Negative Sentiment: Coverage warning that the S&P 500 is increasingly concentrated in a handful of tech names suggests VOO may be more vulnerable if megacap growth stocks stall, even though the fund remains broadly diversified. Article Title

Vanguard S&P 500 ETF Company 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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