Safir Wealth Advisors LLC Lowers Holdings in Vanguard S&P 500 ETF $VOO

Safir Wealth Advisors LLC lessened its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 93,802 shares of the company’s stock after selling 2,303 shares during the quarter. Vanguard S&P 500 ETF comprises about 41.3% of Safir Wealth Advisors LLC’s investment portfolio, making the stock its biggest holding. Safir Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $58,826,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. West Paces Advisors Inc. boosted its stake in shares of Vanguard S&P 500 ETF by 1.8% in the 3rd quarter. West Paces Advisors Inc. now owns 107,636 shares of the company’s stock worth $65,914,000 after buying an additional 1,900 shares during the last quarter. Compass Wealth Management LLC purchased a new stake in Vanguard S&P 500 ETF during the third quarter valued at $27,782,000. Calamos Wealth Management LLC increased its position in Vanguard S&P 500 ETF by 41.2% during the third quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock valued at $7,260,000 after acquiring an additional 3,459 shares during the last quarter. Certified Advisory Corp lifted its holdings in Vanguard S&P 500 ETF by 37.4% in the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock valued at $15,984,000 after acquiring an additional 7,110 shares during the period. Finally, Cambridge Capital Management LLC lifted its holdings in Vanguard S&P 500 ETF by 21.5% in the third quarter. Cambridge Capital Management LLC now owns 16,424 shares of the company’s stock valued at $10,058,000 after acquiring an additional 2,905 shares during the period.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Long-term buy-the-dip case highlighted by The Motley Fool, which argues historical sell-offs create attractive entry points for broad-market ETFs like VOO and could support inflows from patient investors. Read More.
• Neutral Sentiment: Energy has been the lone sector holding up in March, which cushions the index but is too small to fully prop up the S&P 500 by itself. Sector concentration means VOO’s breadth remains vulnerable if other sectors continue to weaken. Read More.
• Neutral Sentiment: S&P 500 index structure developments (including 24/7 perpetual futures) and technical commentary note markets are searching for a short-term floor — useful context for traders but not an immediate catalyst for VOO flows. Read More.
• Neutral Sentiment: Comparative ETF analysis (VOO vs. SPY vs. IVV) reminds investors these S&P 500 ETFs are largely interchangeable for long-term exposure, so fund flows often track index-level moves rather than issuer-specific news. Read More.
• Negative Sentiment: JPMorgan lowered its year-end S&P 500 target to 7,200 from 7,500, signaling strategist caution that markets may be underpricing risks from supply shocks and weakening demand — a bearish signal for index-tracking ETFs like VOO. Read More.
• Negative Sentiment: Hot PPI data and a sharp oil spike have raised concerns about a tougher Fed outlook and higher near-term inflation, prompting risk-off moves that weigh on VOO. Read More.
• Negative Sentiment: Escalating Middle East tensions (Israel–Iran) and political/military headlines are driving risk aversion and helped push VOO lower in premarket and early trading. Read More.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA:VOO opened at $606.75 on Friday. The stock’s 50-day simple moving average is $629.61 and its two-hundred day simple moving average is $622.16. The stock has a market capitalization of $811.96 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $442.80 and a 52-week high of $641.81.

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.