Waterloo Capital L.P. Cuts Stake in Vanguard S&P 500 ETF $VOO

Waterloo Capital L.P. lessened its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 28,818 shares of the company’s stock after selling 3,578 shares during the period. Vanguard S&P 500 ETF accounts for approximately 1.1% of Waterloo Capital L.P.’s investment portfolio, making the stock its 17th biggest position. Waterloo Capital L.P.’s holdings in Vanguard S&P 500 ETF were worth $19,792,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of VOO. Compagnie Lombard Odier SCmA acquired a new stake in Vanguard S&P 500 ETF in the 2nd quarter worth about $525,000. Aspire Growth Partners LLC increased its stake in Vanguard S&P 500 ETF by 6.8% during the 2nd quarter. Aspire Growth Partners LLC now owns 28,909 shares of the company’s stock worth $19,855,000 after buying an additional 1,845 shares in the last quarter. Bedel Financial Consulting Inc. raised its holdings in shares of Vanguard S&P 500 ETF by 3.5% during the second quarter. Bedel Financial Consulting Inc. now owns 5,652 shares of the company’s stock valued at $3,882,000 after acquiring an additional 190 shares during the last quarter. Barnes Pettey Financial Advisors LLC raised its holdings in shares of Vanguard S&P 500 ETF by 4.5% during the second quarter. Barnes Pettey Financial Advisors LLC now owns 7,444 shares of the company’s stock valued at $5,113,000 after acquiring an additional 318 shares during the last quarter. Finally, Red Crane Wealth Management LLC lifted its position in shares of Vanguard S&P 500 ETF by 1.1% in the second quarter. Red Crane Wealth Management LLC now owns 8,152 shares of the company’s stock valued at $5,599,000 after acquiring an additional 90 shares in the last quarter.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Moderated wholesale inflation and softer-than-expected producer-price data reduced fears of additional Federal Reserve rate increases. Markets are increasingly betting that the Fed will hold rates steady in September, supporting large-cap stocks and VOO’s underlying holdings. S&P 500 Logs Third-Consecutive Weekly Gain
• Positive Sentiment: The S&P 500 closed at another record high as easing inflation, lower oil prices, and continued technology-sector strength improved investor sentiment. This provides a favorable near-term backdrop for VOO, which tracks the index. Dow rises as S&P 500 closes at record high
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with about $2.1 billion already received in cash. Refunds could support corporate earnings and cash flow across some of VOO’s holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Long-term analysis notes that the S&P 500 has historically produced roughly 10% annualized total returns, supporting the case for holding VOO over extended periods. However, this is historical context rather than a direct catalyst for current trading. Where Will the Vanguard S&P 500 ETF Be in 20 Years?
• Negative Sentiment: Renewed Middle East tensions and uncertainty heading into the weekend are limiting risk appetite, helping explain why VOO has pulled back even as the broader index remains near record levels. S&P 500 edges higher as earnings offset Middle East tensions
• Negative Sentiment: Valuation is a longer-term concern: the S&P 500 is trading at an elevated earnings multiple, while Vanguard’s projected U.S. stock returns are below historical averages. High valuations may make VOO more sensitive to disappointing earnings or interest-rate surprises. The S&P 500 Costs 27.5 Times Earnings

Vanguard S&P 500 ETF Price Performance

NYSEARCA VOO opened at $713.61 on Friday. The stock’s 50 day simple moving average is $688.58 and its 200-day simple moving average is $658.07. The company has a market cap of $1.02 trillion, a PE 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 $716.39.

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.