Vanguard S&P 500 ETF $VOO is Trevian Wealth Management LLC’s Largest Position

Trevian Wealth Management LLC lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 144,976 shares of the company’s stock after purchasing an additional 3,533 shares during the period. Vanguard S&P 500 ETF comprises approximately 43.1% of Trevian Wealth Management LLC’s portfolio, making the stock its largest position. Trevian Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $90,922,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of VOO. Brighton Jones LLC lifted its position in Vanguard S&P 500 ETF by 6.5% in the fourth quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after acquiring an additional 2,112 shares during the last quarter. Bison Wealth LLC lifted its position in Vanguard S&P 500 ETF by 6.1% in the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock valued at $2,581,000 after acquiring an additional 277 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in Vanguard S&P 500 ETF in the first quarter valued at $87,000. Wellington Capital Management Inc. purchased a new stake in Vanguard S&P 500 ETF in the second quarter valued at $332,000. Finally, United Bank purchased a new stake in Vanguard S&P 500 ETF in the second quarter valued at $264,000.

Vanguard S&P 500 ETF Price Performance

Shares of VOO opened at $687.73 on Friday. Vanguard S&P 500 ETF has a 1-year low of $529.11 and a 1-year high of $689.10. The stock has a market cap of $940.33 billion, a PE ratio of 24.97 and a beta of 1.00. The firm has a fifty day moving average price of $631.73 and a 200 day moving average price of $629.78.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: AI-led earnings strength, resilient jobs data, and easing Iran tensions are fueling expectations for another S&P 500 rally, which supports VOO as a broad-market ETF. S&P 500 Headed for Massive Highs Ahead? ETFs in Focus
• Positive Sentiment: The S&P 500 hit another record high, helped by a rally in AI and chip stocks and generally strong risk appetite, which is directly favorable for VOO. Dow Jones slips while S&P 500 hits record high on AI chip rally
• Positive Sentiment: Investor sentiment improved and the CNN Fear and Greed Index remained in the “Greed” zone, suggesting continued demand for equities and ETF flows into products like VOO. S&P 500 Hits Another Record High: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone
• Positive Sentiment: Articles highlighting VOO as a low-cost way to beat active funds reinforce the case for long-term inflows into the ETF. 1 Low-Cost ETF That Could Outperform Actively Managed Funds This Year
• Neutral Sentiment: Coverage of 2026 ETF inflows topping $700 billion is broadly supportive for the ETF industry, but it is not specific to VOO and does not signal a near-term catalyst on its own. 2026 ETF Inflows Top $700B: Where’s the Money Going?
• Neutral Sentiment: Recent commentary from analysts and market outlets continues to frame VOO as an attractive core holding, but these are mostly opinion pieces rather than new company-specific developments. The Zacks Analyst Blog VOO, SPYM,SPY,IVV, RSP,EQL and EQWL
• Negative Sentiment: Hotter-than-expected inflation has kept rate-cut hopes in check at times, which can pressure valuations even when the S&P 500 is near highs. S&P 500 Falls From Record High Following Inflation Report: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone

About Vanguard S&P 500 ETF

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.