Adell Harriman & Carpenter Inc. Trims Stock Holdings in Vanguard S&P 500 ETF $VOO

Posted by Renee Jackson on Feb 5th, 2026

Adell Harriman & Carpenter Inc. reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 62.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 725 shares of the company’s stock after selling 1,215 shares during the period. Adell Harriman & Carpenter Inc.’s holdings in Vanguard S&P 500 ETF were worth $444,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Quaker Wealth Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 248.4% during the 2nd quarter. Quaker Wealth Management LLC now owns 46 shares of the company’s stock valued at $26,000 after buying an additional 77 shares in the last quarter. Front Row Advisors LLC grew its position in shares of Vanguard S&P 500 ETF by 900.0% during the second quarter. Front Row Advisors LLC now owns 50 shares of the company’s stock worth $28,000 after purchasing an additional 45 shares in the last quarter. Bernard Wealth Management Corp. bought a new stake in Vanguard S&P 500 ETF during the 2nd quarter valued at approximately $30,000. Corundum Trust Company INC bought a new position in Vanguard S&P 500 ETF in the 3rd quarter worth approximately $37,000. Finally, Cedar Mountain Advisors LLC purchased a new stake in Vanguard S&P 500 ETF during the 3rd quarter valued at approximately $45,000.

Vanguard S&P 500 ETF Stock Performance

VOO stock opened at $630.91 on Thursday. The company’s fifty day moving average price is $631.74 and its 200-day moving average price is $613.77. Vanguard S&P 500 ETF has a one year low of $442.80 and a one year high of $641.81. The company has a market capitalization of $844.30 billion, a PE 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: Record January ETF flows show renewed demand for broader U.S. exposure and a rotation away from concentrated mega‑cap bets, which supports net inflows into broad S&P 500 trackers like VOO. Record January ETF Flows Highlight Rotation Away From Concentration
Positive Sentiment: Ciena is being added back to the S&P 500, replacing Dayforce; demand for hardware that supports generative AI is lifting certain cyclicals and networking names — a modest tailwind for index performance and VOO’s sector mix. Ciena returns to S&P 500 after getting booted 17 years ago
Neutral Sentiment: Market commentary pieces weigh valuation risks vs. long‑run case for the S&P 500 and VOO; these debates can influence longer‑term flows but don’t typically trigger immediate trading changes. Is the Vanguard S&P 500 ETF a Buy Right Now?
Neutral Sentiment: Premarket updates show small intraday swings for VOO as traders digest macro data and guidance from large constituents — useful for short‑term traders but neutral for the ETF’s long‑term benchmark role. Vanguard S&P 500 ETF (VOO) Daily Update, 2-4-2026
Negative Sentiment: Options traders are positioning more bearish on S&P 500 names, signaling rising demand for downside protection which often coincides with increased selling pressure in the ETF. Options Traders Are Getting More Bearish on S&P 500 Stocks
Negative Sentiment: Market commentary points to weakness in large tech names and a sector rotation into cyclicals; because tech carries heavy weight in the S&P 500, tech weakness can drag VOO when investors rotate out. S&P500: Market Forecast Today Points to Strength in Cyclicals, Weakness in Tech

Vanguard S&P 500 ETF Profile

(Free Report)

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.