Vanguard S&P 500 ETF $VOO Shares Purchased by Sulzberger Capital Advisors Inc.

Sulzberger Capital Advisors Inc. raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 31.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,174 shares of the company’s stock after acquiring an additional 2,702 shares during the period. Vanguard S&P 500 ETF makes up 7.8% of Sulzberger Capital Advisors Inc.’s portfolio, making the stock its 3rd biggest holding. Sulzberger Capital Advisors Inc.’s holdings in Vanguard S&P 500 ETF were worth $7,832,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Gallagher Capital Advisors LLC lifted its position in shares of Vanguard S&P 500 ETF by 1.6% during 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 last quarter. Bay Harbor Wealth Management LLC boosted its stake in Vanguard S&P 500 ETF by 20.8% during the 2nd quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock valued at $60,000 after purchasing an additional 15 shares during the period. Spinnaker Trust boosted its stake in Vanguard S&P 500 ETF by 0.4% during the 2nd quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock valued at $2,502,000 after purchasing an additional 15 shares during the period. Roxbury Financial LLC grew its holdings in Vanguard S&P 500 ETF by 5.1% in the 3rd quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock valued at $217,000 after buying an additional 15 shares during the last quarter. Finally, PMG Family Office LLC grew its holdings in Vanguard S&P 500 ETF by 1.6% in the 3rd quarter. PMG Family Office LLC now owns 967 shares of the company’s stock valued at $678,000 after buying an additional 15 shares during the last quarter.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: Constructive long-term market outlook: Analysts cited in recent reports see further upside for the S&P 500, with Goldman Sachs projecting a potential move to 8,000 by year-end and 8,700 by the end of 2027. Another UBS portfolio manager identified artificial intelligence, energy and longevity-related growth as potential drivers. Because VOO tracks the S&P 500, these forecasts support its longer-term outlook. S&P 500 forecast article
• Positive Sentiment: Diversification remains a key support: Commentators continue to recommend VOO as a low-cost, broad-market holding that includes technology, financials, health care, industrials and other sectors. Historical data showing the S&P 500’s ability to recover from prior 10% declines also supports buy-and-hold investors. VOO recession investing article
• Positive Sentiment: Institutional ownership increased: New England Private Wealth Advisors raised its VOO position by 8.1%, a modest indication of continued institutional confidence in the fund. Institutional VOO holdings article

Vanguard S&P 500 ETF Stock Down 1.2%

VOO opened at $702.30 on Friday. The stock’s 50 day moving average price is $706.17 and its two-hundred day moving average price is $687.49. The firm has a market capitalization of $1.03 trillion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12-month low of $578.46 and a 12-month high of $718.47.

Vanguard S&P 500 ETF 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.