Kestra Private Wealth Services LLC Buys 4,075 Shares of Vanguard S&P 500 ETF $VOO

Kestra Private Wealth Services LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 107,097 shares of the company’s stock after purchasing an additional 4,075 shares during the period. Vanguard S&P 500 ETF comprises 0.8% of Kestra Private Wealth Services LLC’s holdings, making the stock its 19th largest position. Kestra Private Wealth Services LLC’s holdings in Vanguard S&P 500 ETF were worth $63,996,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of VOO. Curated Wealth Partners LLC raised its position in shares of Vanguard S&P 500 ETF by 12.7% in the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after buying an additional 7,931 shares in the last quarter. Certified Advisory Corp boosted its stake in Vanguard S&P 500 ETF by 37.4% in the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock valued at $15,984,000 after buying an additional 7,110 shares in the last quarter. Red Door Wealth Management LLC increased its position in Vanguard S&P 500 ETF by 4.4% during the 4th quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after purchasing an additional 1,498 shares in the last quarter. Fullerton Fund Management Co Ltd. bought a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at $5,677,000. Finally, Motley Fool Wealth Management LLC raised its position in Vanguard S&P 500 ETF by 89.9% in the fourth quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock valued at $30,007,000 after purchasing an additional 22,658 shares during the last quarter.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA:VOO opened at $670.26 on Friday. The firm has a market cap of $916.45 billion, a PE ratio of 24.97 and a beta of 1.00. The firm’s fifty day moving average is $676.28 and its 200-day moving average is $643.23. Vanguard S&P 500 ETF has a 52 week low of $563.21 and a 52 week high of $699.15.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: VOO became the first ETF ever to surpass $1 trillion in assets, highlighting strong investor demand and reinforcing its status as a core market holding. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
• Positive Sentiment: Several pieces reinforce the ETF’s appeal as a long-term wealth-building tool, including articles highlighting its low cost, simple diversification, and ability to compound over time. Cost Conscious? Vanguard S&P 500 ETF Tops SPDR Rival
• Neutral Sentiment: Because VOO tracks the S&P 500, broader market optimism — including forecasts for further gains in the index — can support the ETF, but it also means performance depends heavily on large-cap U.S. equities. This Strategist Thinks the S&P 500 Could Smash Through 8,000 ‘In the Near Term’
• Negative Sentiment: Recent reports say VOO has declined for seven straight sessions, and some traders see risk that the market’s strong rally is due for a breather or reversal. VOO stock: Here’s why the S&P 500 Index could be on the verge of a reversal
• Negative Sentiment: One article also notes VOO’s heavy technology concentration, with nearly 40% of assets now in tech, which could increase sensitivity if megacap tech weakens. VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

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.