Kestra Private Wealth Services LLC Purchases 13,797 Shares of Vanguard S&P 500 ETF $VOO

Kestra Private Wealth Services LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 129,406 shares of the company’s stock after purchasing an additional 13,797 shares during the quarter. Vanguard S&P 500 ETF makes up 1.0% of Kestra Private Wealth Services LLC’s portfolio, making the stock its 12th largest holding. Kestra Private Wealth Services LLC’s holdings in Vanguard S&P 500 ETF were worth $90,696,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Wrenne Financial Planning LLC boosted its holdings in Vanguard S&P 500 ETF by 17.1% during the third quarter. Wrenne Financial Planning LLC now owns 896 shares of the company’s stock valued at $628,000 after purchasing an additional 131 shares in the last quarter. Jacksonville Wealth Management LLC bought a new stake in shares of Vanguard S&P 500 ETF in the 3rd quarter valued at approximately $210,000. Strategent Financial LLC raised its holdings in shares of Vanguard S&P 500 ETF by 6.7% in the 3rd quarter. Strategent Financial LLC now owns 55,056 shares of the company’s stock worth $38,586,000 after buying an additional 3,475 shares in the last quarter. Boston Trust Walden Corp raised its holdings in shares of Vanguard S&P 500 ETF by 1.7% in the 3rd quarter. Boston Trust Walden Corp now owns 56,830 shares of the company’s stock worth $39,830,000 after buying an additional 971 shares in the last quarter. Finally, Sageworth Trust Co raised its holdings in shares of Vanguard S&P 500 ETF by 2.5% in the 3rd quarter. Sageworth Trust Co now owns 410,936 shares of the company’s stock worth $288,009,000 after buying an additional 10,214 shares in the last quarter.

Vanguard S&P 500 ETF Price Performance

Vanguard S&P 500 ETF stock opened at $673.97 on Friday. The company has a market capitalization of $992.96 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a one year low of $578.46 and a one year high of $718.47. The business has a 50 day simple moving average of $704.70 and a 200 day simple moving average of $671.04.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: For long-term investors, one article argues that broad S&P 500 funds may benefit from continued market growth over time, while acknowledging that past returns are no guarantee of future performance. If You’d Invested $5,000 in VOO 15 Years Ago, Here’s What You’d Have Today
• Neutral Sentiment: Six mega-cap companies—Nvidia, Microsoft, Apple, Amazon, Alphabet and Meta—account for 30.8% of the S&P 500. Their performance can therefore have an outsized influence on VOO, though their relative contributions are shifting. These 6 Stocks Make Up a Big Share of the S&P 500
• Negative Sentiment: Chip-stock weakness is a near-term headwind: AMD’s sharp drop is weighing on chip-related ETFs and contributing to weakness in the Nasdaq, which can spill over to VOO through its large technology holdings. AMD’s Double-Digit Drop Is Rippling Through Your Chip ETFs S&P 500 futures steady after midterm rally; Nasdaq lags on chip weakness
• Negative Sentiment: Political uncertainty following the midterm results, concerns about possible renewed U.S. combat operations in Iran and changing oil prices are adding to investor caution. Stock Market: Will S&P 500 Open Up or Down Today?
• Negative Sentiment: Market breadth appears weaker than the index level suggests: one report says about 60% of S&P 500 stocks are in bear-market territory. Goldman Sachs also expects slower index earnings growth in 2027, potentially limiting support for valuations. 60% of S&P 500 Stocks Are in a Bear Market, With the Index Near a Record Goldman Sachs Research Expects Slower S&P 500 Earnings Growth in 2027

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.