MGB Wealth Management LLC Purchases 3,830 Shares of Vanguard S&P 500 ETF $VOO

MGB Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1,069.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,188 shares of the company’s stock after purchasing an additional 3,830 shares during the period. Vanguard S&P 500 ETF makes up 0.7% of MGB Wealth Management LLC’s portfolio, making the stock its 24th largest holding. MGB Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $2,564,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in Vanguard S&P 500 ETF by 6.5% during the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after acquiring an additional 2,112 shares during the period. Bison Wealth LLC lifted its position in shares of Vanguard S&P 500 ETF by 6.1% during the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock worth $2,581,000 after purchasing an additional 277 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in shares of Vanguard S&P 500 ETF during the first quarter worth $87,000. Wellington Capital Management Inc. purchased a new stake in shares of Vanguard S&P 500 ETF during the second quarter valued at $332,000. Finally, United Bank bought a new position in shares of Vanguard S&P 500 ETF in the second quarter worth about $264,000.

Vanguard S&P 500 ETF Price Performance

VOO stock opened at $633.95 on Friday. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $641.81. The firm’s 50-day moving average is $633.15 and its 200 day moving average is $619.12. The company has a market capitalization of $848.36 billion, a PE 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: Pre‑market commentary and newsflow showing modest gains in S&P‑500 futures and select big‑cap earnings helped lift VOO in early trading, supporting short‑term inflows into broad‑market ETFs. TipRanks 2/26
• Positive Sentiment: Similar pre‑market strength was noted the prior day as investors awaited AI‑sector catalysts and earnings, a dynamic that can prop up passive S&P‑tracking funds like VOO. TipRanks 2/25
• Neutral Sentiment: Market commentators and forecasters see a possible short‑term rally in U.S. indices, which could stabilize VOO if broad‑market buying continues; however, mixed futures and economic data keep upside uncertain. FXEmpire forecast
• Neutral Sentiment: Investor debate on the long‑term “S&P 500 and chill” passive approach highlights continued retail demand for low‑cost S&P exposure (supportive for VOO), but some younger investors are weighing more active or thematic bets — a mix that leaves flows uncertain. Yahoo — S&P and Chill
• Neutral Sentiment: Coverage comparing Vanguard’s S&P mutual fund share classes (VFIAX, VFINX) to ETFs underscores that VOO remains the low‑cost, liquid vehicle of choice for many investors — a structural positive but not an immediate price mover. Yahoo — VFIAX Yahoo — VFINX
• Negative Sentiment: A prominent write‑up flags VOO’s low distribution yield (~1.1%) and warns retirees that the ETF may not meet income needs — such narratives can drive rotation into higher‑yield products (bonds, dividend ETFs) and pressure VOO flows if income demand rises. 247WallSt — Yield Worries

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.