Vanguard S&P 500 ETF $VOO Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 9.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 162,324 shares of the company’s stock after selling 16,952 shares during the period. Vanguard S&P 500 ETF makes up about 6.9% of Efficient Advisors LLC’s investment portfolio, making the stock its 4th biggest position. Efficient Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $96,997,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in Vanguard S&P 500 ETF by 0.5% during the fourth quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 3,326 shares of the company’s stock worth $2,086,000 after purchasing an additional 16 shares during the period. Midwest Heritage Bank FSB grew its stake in shares of Vanguard S&P 500 ETF by 0.7% in the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock valued at $1,601,000 after purchasing an additional 17 shares during the period. Clear Harbor Asset Management LLC raised its holdings in shares of Vanguard S&P 500 ETF by 3.1% in the 4th quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock worth $353,000 after buying an additional 17 shares in the last quarter. Retirement Planning Group LLC NY raised its holdings in shares of Vanguard S&P 500 ETF by 1.1% in the 1st quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock worth $928,000 after buying an additional 17 shares in the last quarter. Finally, SevenBridge Financial Group LLC lifted its position in shares of Vanguard S&P 500 ETF by 4.7% during the 3rd quarter. SevenBridge Financial Group LLC now owns 400 shares of the company’s stock worth $251,000 after buying an additional 18 shares during the period.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Several market strategists remain bullish on the S&P 500, with calls for the index to reach 8,250 to 8,500 by year-end, suggesting continued upside for VOO if the rally broadens beyond tech. Article: Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end
• Positive Sentiment: Historical data cited by analysts suggests strong first-half gains in the S&P 500 have often been followed by further second-half advances, with earnings growth and revenue momentum seen as tailwinds for VOO. Article: The S&P 500 Returned 10% in the First Half of 2026. This Is Good News for What History Says Is Coming Next.
• Positive Sentiment: Commentary on Vanguard ETFs says the S&P 500 may have more upside left this year, citing supportive technicals and fundamentals despite the recent pause in performance. Article: Top 5 S&P 500 Index and VOO ETF have more upside to go this year
• Neutral Sentiment: Market outlook pieces note that the S&P 500 is in a corrective/sideways phase, with key breakout and support levels in focus, implying traders are waiting for confirmation before a sustained move. Article: S&P 500 Forecast: Elliott Wave Setup Puts $7,551 Breakout and $7,348 Support in Focus
• Neutral Sentiment: VOO is being compared favorably with other index funds for long-term investors, reinforcing its role as a broad market core holding rather than a catalyst for a sharp near-term move. Article: VOO vs. QQQ: Which Index Fund Is the Better Buy for Long-Term Investors?
• Negative Sentiment: Short-term sentiment has been weighed down by weakness in chip stocks, sector rotation out of tech, and lower stock futures amid oil spikes and Fed uncertainty, all of which can pressure the S&P 500 and VOO. Article: Nasdaq 100 and S&P 500: Futures Lower with Chips, Oil and Fed in Focus
• Negative Sentiment: Analysts also noted that tech and semiconductor weakness has driven the S&P 500 lower at times as investors rotate into defensive sectors, limiting near-term upside for VOO. Article: S&P500 and Nasdaq Index: Sector Rotation Intensifies as Tech Stocks Extend Selloff

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $685.26 on Thursday. The stock’s fifty day simple moving average is $681.69 and its 200 day simple moving average is $646.68. Vanguard S&P 500 ETF has a one year low of $568.17 and a one year high of $699.15. The firm has a market cap of $976.90 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

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.