Vanguard S&P 500 ETF $VOO Holdings Increased by Oath Planning LLC

Oath Planning LLC grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 16.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 23,670 shares of the company’s stock after purchasing an additional 3,430 shares during the quarter. Vanguard S&P 500 ETF comprises approximately 10.8% of Oath Planning LLC’s holdings, making the stock its 3rd largest holding. Oath Planning LLC’s holdings in Vanguard S&P 500 ETF were worth $16,590,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Redstone Wealth Management LLC raised its position in shares of Vanguard S&P 500 ETF by 3.4% in the 3rd quarter. Redstone Wealth Management LLC now owns 6,323 shares of the company’s stock valued at $4,432,000 after acquiring an additional 205 shares during the period. Capital Management Associates Inc boosted its stake in Vanguard S&P 500 ETF by 2.0% during the 3rd quarter. Capital Management Associates Inc now owns 71,814 shares of the company’s stock worth $50,332,000 after acquiring an additional 1,418 shares during the last quarter. Seed Wealth Management Inc. boosted its stake in Vanguard S&P 500 ETF by 42.0% during the 3rd quarter. Seed Wealth Management Inc. now owns 1,928 shares of the company’s stock worth $1,351,000 after acquiring an additional 570 shares during the last quarter. Arnold Financial Planning LLC acquired a new position in Vanguard S&P 500 ETF during the third quarter valued at approximately $1,193,000. Finally, Louisbourg Investments Inc. grew its holdings in Vanguard S&P 500 ETF by 0.5% during the third quarter. Louisbourg Investments Inc. now owns 14,417 shares of the company’s stock valued at $10,105,000 after purchasing an additional 69 shares during the period.

Vanguard S&P 500 ETF Stock Performance

Shares of NYSEARCA:VOO opened at $702.30 on Friday. Vanguard S&P 500 ETF has a 52 week low of $578.46 and a 52 week high of $718.47. The company has a market capitalization of $1.03 trillion, a PE ratio of 24.97 and a beta of 1.00. The company has a 50 day moving average price of $706.17 and a two-hundred day moving average price of $687.49.

Trending Headlines about Vanguard S&P 500 ETF

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

• Positive Sentiment: Constructive long-term market outlook: Analysts cited in recent reports see further upside for the S&P 500, with Goldman Sachs projecting a potential move to 8,000 by year-end and 8,700 by the end of 2027. Another UBS portfolio manager identified artificial intelligence, energy and longevity-related growth as potential drivers. Because VOO tracks the S&P 500, these forecasts support its longer-term outlook. S&P 500 forecast article
• Positive Sentiment: Diversification remains a key support: Commentators continue to recommend VOO as a low-cost, broad-market holding that includes technology, financials, health care, industrials and other sectors. Historical data showing the S&P 500’s ability to recover from prior 10% declines also supports buy-and-hold investors. VOO recession investing article
• Positive Sentiment: Institutional ownership increased: New England Private Wealth Advisors raised its VOO position by 8.1%, a modest indication of continued institutional confidence in the fund. Institutional VOO holdings article

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.