Performa Ltd US LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 190,013 shares of the company’s stock after purchasing an additional 24,521 shares during the period. Vanguard S&P 500 ETF accounts for approximately 30.2% of Performa Ltd US LLC’s portfolio, making the stock its largest position. Performa Ltd US LLC’s holdings in Vanguard S&P 500 ETF were worth $119,163,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Archvest Wealth Advisors Inc. acquired a new position in shares of Vanguard S&P 500 ETF during the fourth quarter worth $11,579,000. Dumac Inc. purchased a new stake in Vanguard S&P 500 ETF in the fourth quarter valued at $466,509,000. North Berkeley Wealth Management LLC lifted its position in Vanguard S&P 500 ETF by 9.2% in the fourth quarter. North Berkeley Wealth Management LLC now owns 820 shares of the company’s stock valued at $515,000 after acquiring an additional 69 shares during the last quarter. Marietta Investment Partners LLC lifted its position in Vanguard S&P 500 ETF by 24.8% in the fourth quarter. Marietta Investment Partners LLC now owns 855 shares of the company’s stock valued at $536,000 after acquiring an additional 170 shares during the last quarter. Finally, WCG Wealth Advisors LLC purchased a new stake in Vanguard S&P 500 ETF in the fourth quarter valued at $12,404,000.
Vanguard S&P 500 ETF Price Performance
Shares of VOO opened at $693.36 on Thursday. Vanguard S&P 500 ETF has a 1-year low of $543.34 and a 1-year high of $699.15. The stock has a market cap of $948.03 billion, a PE ratio of 24.97 and a beta of 1.00. The firm has a fifty day moving average price of $651.96 and a 200 day moving average price of $635.95.
Key Stories Impacting Vanguard S&P 500 ETF
- Positive Sentiment: VOO became the first ETF ever to top $1 trillion in assets, a major sign of investor confidence and scale that may support continued inflows. Vanguard index product becomes first ETF to top $1 trillion in assets
- Positive Sentiment: The fund’s extremely low 0.03% expense ratio keeps it competitive versus rival S&P 500 ETFs, which can help attract more assets over time. Vanguard index product becomes first ETF to top $1 trillion in assets
- Neutral Sentiment: Broader market coverage remains supportive, with the S&P 500 recently trading near record highs and the index still in a strong bull-market trend. This ETF Tracking The S&P 500 Just Crossed $1 Trillion In Assets And It’s Not The SPY
- Neutral Sentiment: Some articles noted temporary pressure from higher Treasury yields, oil prices, and cautious macro sentiment, which could create short-term volatility for the ETF. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
- Negative Sentiment: Near-term market pullbacks are possible if investors continue to worry about inflation, rates, or stretched valuations after the S&P 500’s strong rally. S&P500: US Stocks Ease From Highs As Alphabet AI Spending Raises Questions
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.
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