Vanguard S&P 500 ETF $VOO Position Boosted by GoalVest Advisory LLC

GoalVest Advisory LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 276,212 shares of the company’s stock after acquiring an additional 14,524 shares during the quarter. Vanguard S&P 500 ETF comprises about 33.2% of GoalVest Advisory LLC’s portfolio, making the stock its largest holding. GoalVest Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $173,221,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. Aspen Wealth Management LLC increased its holdings in Vanguard S&P 500 ETF by 0.6% in the 4th quarter. Aspen Wealth Management LLC now owns 3,377 shares of the company’s stock valued at $2,118,000 after acquiring an additional 19 shares during the last quarter. Legacy Wealth Management LLC MS boosted its holdings in shares of Vanguard S&P 500 ETF by 5.9% during the 4th quarter. Legacy Wealth Management LLC MS now owns 1,641 shares of the company’s stock valued at $1,029,000 after purchasing an additional 91 shares during the last quarter. GK Wealth Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF by 15.9% during the 4th quarter. GK Wealth Management LLC now owns 1,571 shares of the company’s stock valued at $986,000 after purchasing an additional 216 shares during the last quarter. Union Bancaire Privee UBP SA grew its position in shares of Vanguard S&P 500 ETF by 27.6% during the fourth quarter. Union Bancaire Privee UBP SA now owns 3,185 shares of the company’s stock valued at $1,962,000 after purchasing an additional 689 shares in the last quarter. Finally, Trust Co of the South grew its position in shares of Vanguard S&P 500 ETF by 19.6% during the fourth quarter. Trust Co of the South now owns 67,910 shares of the company’s stock valued at $42,588,000 after purchasing an additional 11,148 shares in the last quarter.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Long-term buy-the-dip case highlighted by The Motley Fool, which argues historical sell-offs create attractive entry points for broad-market ETFs like VOO and could support inflows from patient investors. Read More.
• Neutral Sentiment: Energy has been the lone sector holding up in March, which cushions the index but is too small to fully prop up the S&P 500 by itself. Sector concentration means VOO’s breadth remains vulnerable if other sectors continue to weaken. Read More.
• Neutral Sentiment: S&P 500 index structure developments (including 24/7 perpetual futures) and technical commentary note markets are searching for a short-term floor — useful context for traders but not an immediate catalyst for VOO flows. Read More.
• Neutral Sentiment: Comparative ETF analysis (VOO vs. SPY vs. IVV) reminds investors these S&P 500 ETFs are largely interchangeable for long-term exposure, so fund flows often track index-level moves rather than issuer-specific news. Read More.
• Negative Sentiment: JPMorgan lowered its year-end S&P 500 target to 7,200 from 7,500, signaling strategist caution that markets may be underpricing risks from supply shocks and weakening demand — a bearish signal for index-tracking ETFs like VOO. Read More.
• Negative Sentiment: Hot PPI data and a sharp oil spike have raised concerns about a tougher Fed outlook and higher near-term inflation, prompting risk-off moves that weigh on VOO. Read More.
• Negative Sentiment: Escalating Middle East tensions (Israel–Iran) and political/military headlines are driving risk aversion and helped push VOO lower in premarket and early trading. Read More.

Vanguard S&P 500 ETF Trading Down 0.3%

Shares of VOO stock opened at $606.75 on Friday. The stock has a market capitalization of $811.96 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 12-month low of $442.80 and a 12-month high of $641.81. The stock’s 50-day moving average price is $629.61 and its 200-day moving average price is $622.16.

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.