Vanguard S&P 500 ETF $VOO Stock Sold by Charles Schwab Trust Co

Charles Schwab Trust Co cut its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 18.7% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 158,090 shares of the company’s stock after selling 36,450 shares during the quarter. Vanguard S&P 500 ETF comprises about 6.4% of Charles Schwab Trust Co’s holdings, making the stock its 3rd largest position. Charles Schwab Trust Co’s holdings in Vanguard S&P 500 ETF were worth $110,799,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Gallagher Capital Advisors LLC boosted its stake in Vanguard S&P 500 ETF by 1.6% in the 3rd quarter. Gallagher Capital Advisors LLC now owns 878 shares of the company’s stock worth $616,000 after purchasing an additional 14 shares during the period. Bay Harbor Wealth Management LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 20.8% in the second quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock worth $60,000 after buying an additional 15 shares in the last quarter. Spinnaker Trust boosted its position in shares of Vanguard S&P 500 ETF by 0.4% in the second quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock valued at $2,502,000 after acquiring an additional 15 shares during the period. Roxbury Financial LLC boosted its position in shares of Vanguard S&P 500 ETF by 5.1% in the third quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock valued at $217,000 after acquiring an additional 15 shares during the period. Finally, Hibernia Wealth Partners LLC grew its stake in Vanguard S&P 500 ETF by 2.6% during the first quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock valued at $374,000 after acquiring an additional 16 shares in the last quarter.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Strengthening earnings expectations and upward estimate revisions continue to support S&P 500 ETFs, while forecasts for solid holiday spending provide a potential fundamental tailwind. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Historical data offers some reassurance: the S&P 500 has generally risen over the year following periods of elevated inflation and after extended stretches without a 1% daily decline. Those patterns do not eliminate near-term volatility but may support long-term VOO investors. Inflation Rose to 3.7% in September
• Neutral Sentiment: VOO remains one of several low-cost, liquid index options. Comparisons with VTI, SPY and IVV highlight differences in market coverage, fees and trading characteristics, but do not represent a material change to VOO’s holdings or strategy. VOO, VTI, SPY, or IVV? How These 4 Index Funds Differ
• Negative Sentiment: September inflation accelerated to 3.7% year over year from 3.4%, while hotter producer-price data kept Federal Reserve and interest-rate concerns in focus. Higher rates can pressure equity valuations, particularly growth-oriented technology stocks. S&P 500: Hot PPI Tests Stock Rebound
• Negative Sentiment: The S&P 500 fell 1.95% for the week after ending a 53-session streak without a daily decline of at least 1%. Technology and AI-related selling added pressure, and 84% of index constituents were reportedly in correction territory, signaling unusually narrow market leadership and increased downside risk. S&P 500 Snapshot: Stocks Slide Nearly 2% for the Week
• Negative Sentiment: Analysts say a continued advance toward 8,000 depends on exceptionally strong third-quarter earnings, raising the risk of disappointment after a powerful AI-driven rally and concerns that parts of the market are overvalued. S&P 500’s March to 8,000

Vanguard S&P 500 ETF Trading Down 1.1%

Vanguard S&P 500 ETF stock opened at $701.61 on Friday. The firm’s 50 day simple moving average is $706.57 and its 200 day simple moving average is $683.82. The firm has a market capitalization of $1.03 trillion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1-year low of $578.46 and a 1-year high of $718.47.

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.