Vanguard S&P 500 ETF $VOO Stock: Martel Wealth Advisors LLC Trims Stake

Martel Wealth Advisors LLC cut its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 30.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,029 shares of the company’s stock after selling 889 shares during the period. Vanguard S&P 500 ETF makes up about 0.2% of Martel Wealth Advisors LLC’s portfolio, making the stock its 26th largest holding. Martel Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $1,422,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. Bill Few Associates Inc. raised its position in shares of Vanguard S&P 500 ETF by 30.4% during the 2nd quarter. Bill Few Associates Inc. now owns 13,143 shares of the company’s stock worth $9,026,000 after purchasing an additional 3,064 shares during the period. Glassman Wealth Services lifted its holdings in shares of Vanguard S&P 500 ETF by 1.0% in the 1st quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock worth $172,121,000 after purchasing an additional 2,991 shares during the last quarter. Park National Corp OH boosted its position in Vanguard S&P 500 ETF by 823.6% during the 3rd quarter. Park National Corp OH now owns 193,537 shares of the company’s stock valued at $135,642,000 after purchasing an additional 172,583 shares during the period. Planning Project LLC acquired a new position in Vanguard S&P 500 ETF during the 2nd quarter valued at approximately $8,527,000. Finally, Investors Research Corp grew its stake in Vanguard S&P 500 ETF by 206.5% during the 2nd quarter. Investors Research Corp now owns 2,388 shares of the company’s stock worth $1,640,000 after buying an additional 1,609 shares during the last quarter.

Vanguard S&P 500 ETF Price Performance

Shares of VOO opened at $709.43 on Friday. Vanguard S&P 500 ETF has a 12 month low of $578.46 and a 12 month high of $718.47. The stock has a fifty day moving average price of $706.75 and a 200 day moving average price of $683.69. The company has a market cap of $1.05 trillion, a P/E ratio of 24.97 and a beta of 1.00.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Improving earnings expectations, positive analyst estimate revisions, and forecasts for strong holiday spending are supporting S&P 500 ETFs, including VOO. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Investors are looking for a very strong third-quarter earnings season to justify further gains in the S&P 500, with some strategists projecting a path toward 8,000 or higher. That supports VOO’s near-term outlook if results meet expectations. S&P 500’s march to 8,000 hinges on very strong third quarter
• Positive Sentiment: The index’s strong performance during the first 20 months of the current presidential term is reinforcing bullish sentiment heading into the midterm elections. S&P 500 performance ahead of the midterms
• Neutral Sentiment: Stocks have remained resilient despite rate concerns, with gains in parts of the market offsetting weakness in artificial-intelligence shares. Lower Treasury yields have provided some support, although inflation data keeps Federal Reserve policy risk active. S&P 500 hot PPI tests stock rebound
• Negative Sentiment: Hot CPI and PPI readings have pushed Treasury yields higher, creating pressure for rate-sensitive technology and semiconductor stocks—important components of VOO. S&P 500 hot CPI puts long-term yields back in control
• Negative Sentiment: Market breadth is a risk: 84% of S&P 500 constituents are reportedly in correction territory despite the index remaining near records. Earnings growth is also heavily concentrated in AI-linked technology and energy companies, increasing vulnerability if those groups weaken. S&P 500 breadth and correction risk

Vanguard S&P 500 ETF Company 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.