Fusion Family Wealth LLC Has $235.33 Million Stake in Vanguard S&P 500 ETF $VOO

Fusion Family Wealth LLC lifted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.4% during the 1st quarter, HoldingsChannel reports. The firm owned 393,826 shares of the company’s stock after acquiring an additional 13,048 shares during the quarter. Vanguard S&P 500 ETF accounts for about 17.6% of Fusion Family Wealth LLC’s investment portfolio, making the stock its largest holding. Fusion Family Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $235,331,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the company. Curated Wealth Partners LLC raised its position in shares of Vanguard S&P 500 ETF by 12.7% during the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after buying an additional 7,931 shares in the last quarter. Red Door Wealth Management LLC grew its position in Vanguard S&P 500 ETF by 4.4% in the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after acquiring an additional 1,498 shares in the last quarter. Glassman Wealth Services grew its position in Vanguard S&P 500 ETF by 1.0% in the first quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock worth $172,121,000 after acquiring an additional 2,991 shares in the last quarter. Fullerton Fund Management Co Ltd. bought a new stake in Vanguard S&P 500 ETF during the fourth quarter worth approximately $5,677,000. Finally, Motley Fool Wealth Management LLC raised its position in Vanguard S&P 500 ETF by 89.9% during the fourth quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock valued at $30,007,000 after purchasing an additional 22,658 shares during the period.

Vanguard S&P 500 ETF Price Performance

NYSEARCA:VOO opened at $691.10 on Wednesday. The firm has a market capitalization of $985.23 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The business has a 50 day simple moving average of $684.29 and a 200-day simple moving average of $648.37. Vanguard S&P 500 ETF has a 1 year low of $568.17 and a 1 year high of $699.15.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Recent commentary highlights that the S&P 500 and broad-market index funds remain attractive, with one article noting that dividend ETFs and other index strategies are outperforming and still delivering income. 1 No-Brainer Dividend ETF to Buy Right Now for Passive Income
• Positive Sentiment: Analysts also say earnings season could be the catalyst that pushes the S&P 500 higher, which would generally benefit VOO as a direct tracker of the index. Earnings Season Could Be the Boost the S&P 500 Needs. Here’s Why Some Investors Are ‘Fretting’
• Positive Sentiment: Market sentiment has turned more constructive on the S&P 500, with one note saying a shift in positioning could favor S&P 500 bulls in the near term. Sudden Sentiment Shift Could Favor S&P 500 Bulls
• Neutral Sentiment: Several pieces simply reinforce VOO’s core thesis: long-term S&P 500 exposure remains a straightforward way to diversify and compound wealth, but there is ongoing debate about whether other ETFs or strategies may offer better risk-adjusted returns. Here’s How Big a $50,000 Investment in the S&P 500 Could Get in 25 Years
• Neutral Sentiment: Other articles question whether the S&P 500 is cheap and suggest investors think about diversification away from tech-heavy exposure, which could modestly temper enthusiasm for VOO even if it does not change the long-term case. Think the S&P 500 Looks Cheap? Read the Fine Print
• Negative Sentiment: Some coverage warns that active ETFs and alternative funds may be drawing attention away from plain-vanilla index products like VOO, though the critique is more about fund selection than a direct issue with the ETF itself. Active ETFs Are Hot. Don’t Get Burned.

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.