Morton Capital Management LLC CA Trims Holdings in Vanguard S&P 500 ETF $VOO

Morton Capital Management LLC CA lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 35.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 2,850 shares of the company’s stock after selling 1,557 shares during the quarter. Morton Capital Management LLC CA’s holdings in Vanguard S&P 500 ETF were worth $1,745,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in Vanguard S&P 500 ETF by 6.5% in the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock worth $18,602,000 after purchasing an additional 2,112 shares in the last quarter. Bison Wealth LLC increased its position in shares of 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 valued at $2,581,000 after buying an additional 277 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in Vanguard S&P 500 ETF in the first quarter worth about $87,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Vanguard S&P 500 ETF by 173.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 218,630 shares of the company’s stock worth $112,356,000 after buying an additional 138,630 shares in the last quarter. Finally, WBI Investments LLC purchased a new stake in Vanguard S&P 500 ETF in the first quarter worth about $202,000.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Jobs data came in softer-than-expected for gains but not weak enough to trigger recession fears; the market rallied as investors maintained Fed rate-cut expectations, supporting index-tracking funds like VOO. Stock Market Live January 9: Job Gains Disappoint, S&P 500 (VOO) Rises Anyway
• Positive Sentiment: Broad markets hit record highs (S&P 500, Russell 2000), reflecting strong breadth that benefits passive ETFs like VOO. Continued risk-on flows help push the fund higher. S&P 500, Russell 2000 Soar To Record Highs
• Positive Sentiment: Geopolitical developments (U.S. capture of Venezuelan leader) boosted defense and energy names earlier in the week, contributing to index gains that flow through to VOO. Dow, S&P 500 Log Records During First Full Week of 2026
• Positive Sentiment: Technical analysis shows the S&P 500 in a sustained bullish wave with upside targets well above current levels, supporting continued investor optimism for index exposure. S&P 500 Holds Its Bullish Pattern as the Elliott Waves Forecast 7300+
• Neutral Sentiment: Daily pre-market updates show small swings in VOO (up modestly in morning checks), reflecting that intraday moves are tracking index futures rather than fund‑specific catalysts. Vanguard S&P 500 ETF (VOO) Daily Update, 1-9-2026
• Neutral Sentiment: Market commentary and year‑end chart reviews highlight structural trends and valuations that matter to long-term VOO holders but are less likely to drive immediate price swings. Top 10 Charts of 2025
• Negative Sentiment: Political rhetoric (e.g., criticism of big business) earlier in the week briefly pressured equities and caused VOO to dip; such headlines can increase volatility for large-cap index funds. Stock Market Live January 8: Trump Criticizes Big Business, S&P 500 (VOO) Falls

Vanguard S&P 500 ETF Stock Performance

VOO stock opened at $638.31 on Friday. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $639.44. The company has a market capitalization of $854.20 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The business’s 50 day moving average price is $625.36 and its two-hundred day moving average price is $605.38.

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.