Ballast Financial Advisors LLC Purchases New Shares in Vanguard S&P 500 ETF $VOO
by Michael Walen · The Markets DailyBallast Financial Advisors LLC purchased a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,296 shares of the company’s stock, valued at approximately $813,000. Vanguard S&P 500 ETF makes up approximately 0.8% of Ballast Financial Advisors LLC’s portfolio, making the stock its 29th largest holding.
Several other institutional investors and hedge funds have also modified their holdings of VOO. Brighton Jones LLC grew its stake in shares of Vanguard S&P 500 ETF by 6.5% in the fourth quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after acquiring an additional 2,112 shares in the last quarter. Bison Wealth LLC grew its stake in Vanguard S&P 500 ETF by 6.1% during the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock worth $2,581,000 after buying an additional 277 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in Vanguard S&P 500 ETF during the first quarter worth about $87,000. Wellington Capital Management Inc. acquired a new stake in Vanguard S&P 500 ETF during the second quarter worth about $332,000. Finally, United Bank acquired a new stake in Vanguard S&P 500 ETF during the second quarter worth about $264,000.
Vanguard S&P 500 ETF Stock Down 1.2%
Shares of Vanguard S&P 500 ETF stock opened at $681.41 on Thursday. The company has a market capitalization of $931.69 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12-month low of $545.75 and a 12-month high of $699.15. The firm’s 50-day moving average price is $668.87 and its two-hundred day moving average price is $640.78.
Key Stories Impacting Vanguard S&P 500 ETF
Here are the key news stories impacting Vanguard S&P 500 ETF this week:
- Positive Sentiment: VOO remains near record highs after a market rally tied to improving geopolitical sentiment, reinforcing demand for broad S&P 500 exposure. U.S.-Iran Peace Deal Sends VOO ETF Near Record Highs. Is it Too Late to Buy?
- Positive Sentiment: The ETF industry crossed $1 trillion in U.S.-listed inflows earlier than ever, highlighting strong demand for passive funds like VOO. 2026 ETF Flows Cross $1 Trillion Milestone Before Summer
- Positive Sentiment: Commentary from Wall Street continues to point to further upside in the S&P 500, which could support VOO as a core index tracker. Could the Vanguard S&P 500 ETF be your ticket to becoming a stock market millionaire
- Neutral Sentiment: Market participants are watching the Fed’s first decision under Kevin Warsh, with investors waiting for clues on rates and the dot plot before taking bigger risks. S&P500 and Nasdaq 100: US Indices Await Warsh’s First Fed Verdict
- Neutral Sentiment: Analysts are discussing tokenized ETFs and the long-term shift toward on-chain markets, but this is a longer-dated theme rather than an immediate driver for VOO. Why ETFs Are the Key to Bringing Wall Street On-Chain
- Negative Sentiment: The broad market sold off on Wednesday as the S&P 500 dropped more than 1% during the Fed event, which weighs directly on VOO’s near-term performance. Warsh experiences worst ‘Fed day’ S&P 500 performance for a new chair since 1994
- Negative Sentiment: Technical commentary warning of a possible S&P 500 “death cross” suggests some traders are growing cautious about short-term downside risk. S&P 500 flashing possible death cross; What next?
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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