Wetzel Investment Advisors Inc. boosted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,109 shares of the company’s stock after purchasing an additional 1,013 shares during the period. Vanguard S&P 500 ETF makes up about 9.6% of Wetzel Investment Advisors Inc.’s investment portfolio, making the stock its biggest holding. Wetzel Investment Advisors Inc.’s holdings in Vanguard S&P 500 ETF were worth $27,410,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Birch Capital Management LLC acquired a new position in shares of Vanguard S&P 500 ETF during the second quarter worth about $25,000. RHL Group LLC grew its stake in shares of Vanguard S&P 500 ETF by 50.0% in the second quarter. RHL Group LLC now owns 48 shares of the company’s stock valued at $33,000 after buying an additional 16 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new stake in shares of Vanguard S&P 500 ETF in the fourth quarter valued at about $41,000. XP Advisory US Inc. purchased a new stake in shares of Vanguard S&P 500 ETF during the 2nd quarter valued at about $45,000. Finally, Advocate Investing Services LLC raised its holdings in shares of Vanguard S&P 500 ETF by 40.7% during the 1st quarter. Advocate Investing Services LLC now owns 83 shares of the company’s stock valued at $50,000 after buying an additional 24 shares during the period.
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’s bull market has more than doubled the index from its October 2022 low, reinforcing the long-term performance case for VOO, which tracks the benchmark. Jim Cramer says investors keep making this costly mistake as S&P 500 surges 118%
- Positive Sentiment: Historical analysis highlights the S&P 500’s wealth-creation potential over long holding periods, supporting VOO’s appeal for investors using regular contributions and reinvested dividends. If You Invest $5,000 in VOO Today, Here’s What History Says It Could Be Worth in 20 Years
- Positive Sentiment: Cooling energy prices and the start of third-quarter bank earnings initially provided a constructive backdrop for U.S. equities, helping support VOO. Stock Market: Will S&P 500 Open Up or Down Today?
- Neutral Sentiment: Investors are awaiting bank earnings, U.S. inflation data and bond-market signals, which could determine whether the index extends its rally or pauses. Top 3 catalysts for the S&P 500 Index this week
- Negative Sentiment: S&P 500 futures were muted as chip weakness offset anticipation of bank earnings, creating near-term pressure for VOO’s technology-heavy holdings. S&P 500 futures muted as investors await big bank earnings
- Negative Sentiment: The rally has become unusually narrow, with many S&P 500 companies declining even as the index reaches records. This raises concerns about breadth and the sustainability of VOO’s advance. Wall Street’s big but narrow rally
- Negative Sentiment: Concentration in a small group of AI and chip companies means VOO investors may have more single-sector exposure than expected, increasing downside risk if those leaders weaken. You Bought VOO to Own the S&P 500
Vanguard S&P 500 ETF Stock Performance
Vanguard S&P 500 ETF Company Profile
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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