Vanguard S&P 500 ETF $VOO Stock Sold by Obermeyer Wealth Partners

Obermeyer Wealth Partners lowered its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 8.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 146,614 shares of the company’s stock after selling 13,159 shares during the quarter. Vanguard S&P 500 ETF accounts for 4.1% of Obermeyer Wealth Partners’ portfolio, making the stock its 7th biggest position. Obermeyer Wealth Partners’ holdings in Vanguard S&P 500 ETF were worth $102,756,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in the stock. USS Investment Management Ltd increased its stake in shares of Vanguard S&P 500 ETF by 760.0% in the first quarter. USS Investment Management Ltd now owns 3,495,162 shares of the company’s stock worth $2,089,023,000 after buying an additional 3,088,758 shares during the period. California Public Employees Retirement System boosted its position in Vanguard S&P 500 ETF by 6.5% during the 1st quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock valued at $20,099,155,000 after buying an additional 2,049,100 shares during the period. OMERS ADMINISTRATION Corp bought a new stake in Vanguard S&P 500 ETF in the 1st quarter worth $949,385,000. Alberta Investment Management Corp grew its holdings in Vanguard S&P 500 ETF by 15.6% in the 2nd quarter. Alberta Investment Management Corp now owns 3,880,748 shares of the company’s stock worth $2,665,337,000 after acquiring an additional 522,562 shares during the last quarter. Finally, Bank of America Corp DE increased its position in shares of Vanguard S&P 500 ETF by 1.3% in the first quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock valued at $16,397,406,000 after acquiring an additional 354,072 shares during the period.

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

Vanguard S&P 500 ETF Trading Down 0.5%

VOO stock opened at $698.58 on Friday. The stock has a market capitalization of $1.03 trillion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The firm’s 50-day moving average price is $705.87 and its two-hundred day moving average price is $687.57. Vanguard S&P 500 ETF has a 12-month low of $578.46 and a 12-month high of $718.47.

Vanguard S&P 500 ETF Company Profile

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.