Vested Financial Planning LLC Purchases 1,417 Shares of Vanguard S&P 500 ETF $VOO
by Tristan Rich · The Markets DailyVested Financial Planning LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 26,051 shares of the company’s stock after buying an additional 1,417 shares during the quarter. Vanguard S&P 500 ETF makes up 12.6% of Vested Financial Planning LLC’s holdings, making the stock its 3rd biggest position. Vested Financial Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $16,337,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds also recently made changes to their positions in VOO. SpringVest Wealth Management LLC grew its holdings in shares of Vanguard S&P 500 ETF by 9.7% during the fourth quarter. SpringVest Wealth Management LLC now owns 937 shares of the company’s stock worth $588,000 after purchasing an additional 83 shares during the last quarter. Telos Capital Management Inc. grew its stake in Vanguard S&P 500 ETF by 21.8% in the 4th quarter. Telos Capital Management Inc. now owns 1,080 shares of the company’s stock valued at $677,000 after purchasing an additional 193 shares during the period. Networth Advisors LLC purchased a new position in shares of Vanguard S&P 500 ETF during the 4th quarter valued at $3,964,000. Richardson Financial Services Inc. lifted its holdings in Vanguard S&P 500 ETF by 2.0% during the 4th quarter. Richardson Financial Services Inc. now owns 5,521 shares of the company’s stock worth $3,298,000 after purchasing an additional 109 shares in the last quarter. Finally, Venturi Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF by 2.7% during the 4th quarter. Venturi Wealth Management LLC now owns 256,931 shares of the company’s stock valued at $161,128,000 after purchasing an additional 6,848 shares during the last quarter.
Vanguard S&P 500 ETF Stock Performance
NYSEARCA VOO opened at $624.60 on Friday. The stock has a market cap of $854.02 billion, a P/E ratio of 24.97 and a beta of 1.00. The stock has a 50 day simple moving average of $619.34 and a two-hundred day simple moving average of $622.46. Vanguard S&P 500 ETF has a fifty-two week low of $467.33 and a fifty-two week high of $641.81.
Vanguard S&P 500 ETF News Roundup
Here are the key news stories impacting Vanguard S&P 500 ETF this week:
- Positive Sentiment: Bullish market leadership from AI and select tech names is lifting the S&P 500, which benefits VOO because it tracks the index. Standout gains in optics and AI-exposed names are cited as contributors to the rally. Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.
- Positive Sentiment: Analyst optimism and bullish macro targets (e.g., Tom Lee’s forecasts) are supporting flows into broad-market ETFs like VOO as investors position for new all-time highs. S&P 500 At 7,300? Tom Lee Sees Year-End Target In Sight Despite Possibility Of ‘Inflation Shock’
- Positive Sentiment: Multiple consumer and personal-finance pieces continue to recommend VOO as a low-cost, diversified core holding — a steady demand signal for the ETF from long-term investors and retirement accounts. Here’s Why Buying This Vanguard Index Fund Today Could Be the Best Financial Decision You Ever Make
- Neutral Sentiment: VOO is being compared to other ETFs (VGK, SPY, QQQ) in many recent write-ups; these comparisons highlight VOO’s low fees and broad market exposure but also show relative performance differences this year — useful for allocation decisions but not an immediate catalyst. VGK Has Nearly Doubled VOO Returns This Year. Here Is What Investors Should Know
- Neutral Sentiment: General coverage about ETFs and retirement warns savers to watch fees and risk concentration — a reminder that while VOO is broadly recommended, investors should consider fees, allocation, and sequence-of-returns risk. Everyone’s Buying ETFs: Here’s What Retirement Savers Should Watch Out For
- Negative Sentiment: Near-term selling pressure and caution stem from the March CPI release and renewed Middle East tensions; inflation prints or geopolitical escalation could push volatility and weigh on VOO. The S&P Hangs On The Edge As Today’s CPI Report Looms Over Open
- Negative Sentiment: Overnight and pre-market headlines showed futures volatility tied to Iran ceasefire concerns and CPI uncertainty; such macro noise can produce short-term outflows from broad ETFs like VOO. Stock Market Today: S&P 500 Futures Fall Ahead Of March CPI As Trump Says Iran Isn’t Upholding Ceasefire
About Vanguard S&P 500 ETF
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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