ALM First Financial Advisors LLC Acquires 7,313 Shares of Vanguard S&P 500 ETF $VOO

ALM First Financial Advisors LLC boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 292,747 shares of the company’s stock after purchasing an additional 7,313 shares during the quarter. Vanguard S&P 500 ETF makes up approximately 31.7% of ALM First Financial Advisors LLC’s holdings, making the stock its largest holding. ALM First Financial Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $205,175,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in VOO. California Public Employees Retirement System raised its stake in Vanguard S&P 500 ETF by 6.5% during the first quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock valued at $20,099,155,000 after buying an additional 2,049,100 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Vanguard S&P 500 ETF by 1.3% during the first quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock worth $16,397,406,000 after purchasing an additional 354,072 shares during the period. Royal Bank of Canada lifted its holdings in Vanguard S&P 500 ETF by 496.2% in the fourth quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock worth $13,393,573,000 after acquiring an additional 17,774,521 shares during the last quarter. Envestnet Asset Management Inc. increased its position in Vanguard S&P 500 ETF by 1.3% in the second quarter. Envestnet Asset Management Inc. now owns 10,822,531 shares of the company’s stock worth $7,432,569,000 after buying an additional 142,360 shares during the period. Finally, Assetmark Inc. boosted its holdings in shares of Vanguard S&P 500 ETF by 8.5% during the second quarter. Assetmark Inc. now owns 4,037,865 shares of the company’s stock valued at $2,773,246,000 after acquiring an additional 314,829 shares during the period.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Long-term investors continue to view VOO as a wealth-building vehicle, with historical S&P 500 returns supporting the case for consistent contributions and compounding over decades. If You Invest $5,000 in VOO Today, Here’s What History Says It Could Be Worth in 20 Years
• Positive Sentiment: The S&P 500’s bull market has lasted four years and more than doubled from its October 2022 low, reinforcing momentum and supporting VOO’s recent strength. S&P 500 Bull Market Turns 4
• Positive Sentiment: Potential near-term catalysts include third-quarter earnings, inflation data and bond-market moves; cooling energy prices and expectations for favorable seasonal trading could also support equities. Top 3 Catalysts for the S&P 500 Index This Week
• Neutral Sentiment: One comparison article favored Target over VOO for dividend income and potential upside. This is an individual-stock preference rather than a change to VOO’s fundamentals, but it highlights the trade-off between concentrated income opportunities and broad diversification. If I Could Invest $1,000 in Just 1 Dividend Stock
• Neutral Sentiment: Investors are also debating whether global diversification through an ETF such as VT could reduce the risk of a prolonged period of U.S. underperformance compared with VOO. Forget VOO: VT and Chill
• Negative Sentiment: Pre-market S&P 500 futures were muted as semiconductor weakness weighed on sentiment and investors awaited major-bank earnings, limiting upside for VOO. S&P 500 Futures Muted as Investors Await Big Bank Earnings
• Negative Sentiment: Several reports warned that AI and semiconductor leaders represent an unusually large share of the index. This concentration means weakness in a few mega-cap holdings can disproportionately pressure VOO. One Chipmaker Is 8.08% of a $500,000 VOO Holding
• Negative Sentiment: The rally has been narrow, with roughly four in 10 S&P 500 stocks down for the year, raising concerns that elevated valuations and limited market breadth could increase volatility. Wall Street’s Big but Narrow Rally

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA:VOO traded down $0.74 during trading hours on Tuesday, hitting $714.39. The stock had a trading volume of 2,782,834 shares, compared to its average volume of 8,577,946. The stock’s fifty day simple moving average is $706.57 and its 200 day simple moving average is $681.24. The firm has a market capitalization of $1.05 trillion, a price-to-earnings 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.