Vanguard S&P 500 ETF $VOO is HBK Sorce Advisory LLC’s 8th Largest Position

HBK Sorce Advisory LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,874 shares of the company’s stock after selling 3,240 shares during the period. Vanguard S&P 500 ETF comprises approximately 1.1% of HBK Sorce Advisory LLC’s holdings, making the stock its 8th biggest holding. HBK Sorce Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $49,469,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. EWA LLC increased its stake in shares of Vanguard S&P 500 ETF by 0.3% during the 3rd quarter. EWA LLC now owns 4,870 shares of the company’s stock worth $2,983,000 after purchasing an additional 16 shares in the last quarter. Clarkston Capital Partners LLC increased its stake in shares of Vanguard S&P 500 ETF by 0.3% during the 3rd quarter. Clarkston Capital Partners LLC now owns 6,120 shares of the company’s stock worth $3,748,000 after purchasing an additional 16 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. increased its stake in shares of Vanguard S&P 500 ETF by 0.5% during the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock worth $2,086,000 after purchasing an additional 16 shares in the last quarter. Midwest Heritage Bank FSB increased its stake in shares of Vanguard S&P 500 ETF by 0.7% during the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock worth $1,601,000 after purchasing an additional 17 shares in the last quarter. Finally, Nautilus Advisors LLC increased its stake in shares of Vanguard S&P 500 ETF by 2.7% during the 3rd quarter. Nautilus Advisors LLC now owns 693 shares of the company’s stock worth $425,000 after purchasing an additional 18 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO opened at $685.55 on Monday. The firm has a 50 day simple moving average of $638.51 and a 200-day simple moving average of $631.96. Vanguard S&P 500 ETF has a 1-year low of $529.11 and a 1-year high of $689.10. The stock has a market cap of $937.35 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: The S&P 500 is extending a strong multi-week run, which supports VOO because the ETF directly tracks the index. Stock Market Today: S&P 500 Nears Longest Winning Streak Since 2023
• Positive Sentiment: UBS raised its year-end S&P 500 target on strong consumer spending and robust AI/data-center demand, a bullish backdrop for broad-market funds like VOO. UBS Global Wealth Management lifts S&P 500 target on strong consumer spending, AI demand
• Positive Sentiment: Analysts say strong earnings growth and AI spending could give the S&P 500 more room to run, which can lift VOO alongside the index. Strong Earnings Growth Is Giving the S&P 500 More Room to Run
• Positive Sentiment: VOO remains a popular core holding, and recent commentary highlights strong inflows and rising assets under management, reinforcing demand for the fund. Why VOO stock is rising as US bond yields soar and AUM nears $1 trillion
• Neutral Sentiment: Several articles simply reiterate VOO’s structure and role as a low-cost S&P 500 tracker, with no direct new catalyst for the ETF. Should Vanguard 500 Index Fund ETF Shares (VOO) Be on Your Investing Radar?
• Negative Sentiment: One comparison piece argues investors could choose a similar S&P 500 ETF with a narrower bid-ask spread, which may slightly pressure VOO from a competition standpoint, though the impact is likely limited. Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

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.