Silver Oak Securities Incorporated Raises Stock Position in Vanguard S&P 500 ETF $VOO

Posted by Patrick Bannon on Jan 2nd, 2026

Silver Oak Securities Incorporated increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 42.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,466 shares of the company’s stock after buying an additional 3,389 shares during the period. Silver Oak Securities Incorporated’s holdings in Vanguard S&P 500 ETF were worth $7,022,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Capital Wealth Alliance LLC raised its stake in Vanguard S&P 500 ETF by 1.9% during the second quarter. Capital Wealth Alliance LLC now owns 7,919 shares of the company’s stock valued at $4,498,000 after buying an additional 148 shares during the last quarter. Calamos Wealth Management LLC increased its holdings in shares of Vanguard S&P 500 ETF by 41.2% during the third quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock valued at $7,260,000 after acquiring an additional 3,459 shares in the last quarter. Capital Advisors Wealth Management LLC raised its position in shares of Vanguard S&P 500 ETF by 228.1% in the 3rd quarter. Capital Advisors Wealth Management LLC now owns 2,408 shares of the company’s stock worth $1,475,000 after purchasing an additional 1,674 shares during the last quarter. Fermata Advisors LLC boosted its stake in Vanguard S&P 500 ETF by 21.5% in the 3rd quarter. Fermata Advisors LLC now owns 15,139 shares of the company’s stock worth $9,271,000 after purchasing an additional 2,680 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC grew its position in Vanguard S&P 500 ETF by 30.9% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 28,602 shares of the company’s stock valued at $17,515,000 after purchasing an additional 6,748 shares during the last quarter.

Vanguard S&P 500 ETF News Roundup

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

Positive Sentiment: VOO’s cost advantage vs. SPY supports long-term inflows — it tracks the same S&P 500 index and delivers identical exposure with a materially lower expense ratio, which is attractive to fee-sensitive investors. VOO vs. SPY: Which Popular S&P 500 ETF Wins Out for Investors?
Positive Sentiment: Decent jobs data helped the S&P 500 finish strong into year-end, a momentum tailwind for VOO given its 1:1 exposure to the index. Stock Market Live December 31: Decent Jobs Numbers Help S&P 500 (VOO) Gain on New Year’s Eve
Positive Sentiment: Strong 2025 index performance (roughly +20% led by tech/AI) and analyst optimism for 2026 could keep demand for broad S&P exposure high. Top 5 stocks to watch in the S&P 500 Index, VOO, and SPY ETFs in 2026
Neutral Sentiment: Analysis recommends holding S&P 500 exposure as a “forward-compatible” position for broad AI-driven market shifts, but flags high P/E, AI concentration and a low historical dividend yield — a mixed view that supports passive index ownership while noting valuation risk. VOO: Stay Forward-Compatible With The S&P 500
Neutral Sentiment: Barron’s notes Fed division and macro variables as key 2026 drivers for the S&P 500 — policy uncertainty could increase volatility but isn’t a VOO-specific risk beyond index sensitivity to rates and growth. How a Divided Fed Could Define the S&P 500 in 2026
Negative Sentiment: Pre-market commentary flagged pressure on tech and AI names, and VOO was noted down in early action — concentrated weakness in large-cap tech can disproportionately drag VOO given the index’s market-cap weighting. Vanguard S&P 500 ETF (VOO) Daily Update, 12/31/2025
Negative Sentiment: Market-wide sentiment faded into year-end (futures down, S&P logged multiple-session declines and the Fear & Greed index softened), which increases downside risk for broad ETFs like VOO in the near term. Stock Market Today: S&P 500, Dow Jones Futures Down As Santa Rally Hopes Fade

Vanguard S&P 500 ETF Stock Performance

Shares of Vanguard S&P 500 ETF stock opened at $627.13 on Friday. The company has a 50-day simple moving average of $624.66 and a two-hundred day simple moving average of $601.91. The stock has a market capitalization of $780.41 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $442.80 and a 52-week high of $636.08.

Vanguard S&P 500 ETF Company Profile

(Free Report)

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.