Vanguard S&P 500 ETF $VOO Stock Acquired by Rolek Wealth Management LLC

Rolek Wealth Management LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 110,232 shares of the company’s stock after purchasing an additional 4,550 shares during the quarter. Vanguard S&P 500 ETF comprises about 41.0% of Rolek Wealth Management LLC’s portfolio, making the stock its biggest position. Rolek Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $77,257,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of VOO. Birch Capital Management LLC acquired a new position in Vanguard S&P 500 ETF during the 2nd quarter worth $25,000. RHL Group LLC boosted its position in Vanguard S&P 500 ETF by 50.0% in the 2nd quarter. RHL Group LLC now owns 48 shares of the company’s stock valued at $33,000 after buying an additional 16 shares during the last quarter. XP Advisory US Inc. acquired a new stake in shares of Vanguard S&P 500 ETF in the 2nd quarter valued at $45,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of Vanguard S&P 500 ETF in the 2nd quarter valued at $53,000. Finally, Advocate Investing Services LLC raised its position in shares of Vanguard S&P 500 ETF by 40.7% during the first quarter. Advocate Investing Services LLC now owns 83 shares of the company’s stock worth $50,000 after acquiring an additional 24 shares during the last quarter.

Vanguard S&P 500 ETF Stock Down 0.5%

VOO stock opened at $698.58 on Friday. Vanguard S&P 500 ETF has a twelve month low of $578.46 and a twelve month high of $718.47. The company has a market cap of $1.03 trillion, a P/E ratio of 24.97 and a beta of 1.00. The business has a fifty day moving average of $705.87 and a 200-day moving average of $687.57.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: Some strategists remain bullish on the broader market. Goldman Sachs reportedly sees the S&P 500 reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager identified potential long-term support from AI, energy and longevity themes. Goldman Sachs S&P 500 forecast
• Positive Sentiment: VOO continues to be presented as a low-cost, diversified way to own leading U.S. companies across major sectors, including as a potential long-term holding through a recession. VOO recession investment 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.