Wealthspire Advisors LLC Lowers Holdings in Vanguard S&P 500 ETF $VOO

Wealthspire Advisors LLC decreased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 49.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,156,962 shares of the company’s stock after selling 1,152,658 shares during the period. Vanguard S&P 500 ETF makes up 5.8% of Wealthspire Advisors LLC’s holdings, making the stock its 3rd biggest position. Wealthspire Advisors LLC owned 0.09% of Vanguard S&P 500 ETF worth $725,566,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Clarkston Capital Partners LLC increased its position in Vanguard S&P 500 ETF by 0.3% in the third quarter. Clarkston Capital Partners LLC now owns 6,120 shares of the company’s stock worth $3,748,000 after buying an additional 16 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. grew its position in shares of Vanguard S&P 500 ETF by 0.5% in the fourth quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock valued at $2,086,000 after purchasing an additional 16 shares in the last quarter. Midwest Heritage Bank FSB boosted its stake in Vanguard S&P 500 ETF by 0.7% during the fourth quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock valued at $1,601,000 after buying an additional 17 shares during the period. Clear Harbor Asset Management LLC boosted its stake in Vanguard S&P 500 ETF by 3.1% during the fourth quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock valued at $353,000 after buying an additional 17 shares during the period. Finally, Nautilus Advisors LLC boosted its stake in Vanguard S&P 500 ETF by 2.7% during the third quarter. Nautilus Advisors LLC now owns 693 shares of the company’s stock valued at $425,000 after buying an additional 18 shares during the period.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: Vanguard’s ETF business has overtaken iShares as the largest ETF provider, reinforcing investor confidence in the Vanguard franchise and the appeal of VOO as a flagship index fund. Vanguard Overtakes iShares as Largest ETF Provider in Historic Industry Shift
• Positive Sentiment: VOO was highlighted as the first ETF to hit $1 trillion in assets, a milestone that signals strong and persistent demand for the fund. The First Trillion-Dollar ETF Becomes The ‘Elon Musk’ Of Funds
• Positive Sentiment: Market commentary remains constructive on large-cap U.S. equities, with articles arguing that the S&P 500 can still deliver gains even at record highs, which supports demand for VOO. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
• Neutral Sentiment: Several pieces compared VOO with other S&P 500 or factor ETFs, but these are mostly informational and do not suggest an immediate change in fundamentals. VOO vs. SPY: Which S&P 500 ETF is The Better Bet?
• Neutral Sentiment: Some articles suggested lower-fee or factor-based alternatives to VOO, which may modestly pressure flows over time but are not a direct negative for the fund today. Forget VOO, This Fund Holds the Exact Same 500 Stocks for a 33% Lower Fee
• Negative Sentiment: Broader market uncertainty, including higher rate expectations and geopolitical tensions, could weigh on S&P 500 performance and temper upside for VOO if risk appetite fades. S&P500 Forecast: Tech Stocks Bounce as Iran Tensions Test Market Gains

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO opened at $681.95 on Friday. The stock has a fifty day moving average of $663.80 and a 200 day moving average of $639.24. Vanguard S&P 500 ETF has a 52-week low of $545.75 and a 52-week high of $699.15. The firm has a market capitalization of $932.43 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

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.