Vanguard S&P 500 ETF $VOO Shares Sold by TRB Advisors LP

TRB Advisors LP lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 31.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 325,000 shares of the company’s stock after selling 150,000 shares during the period. Vanguard S&P 500 ETF accounts for approximately 47.7% of TRB Advisors LP’s portfolio, making the stock its largest position. TRB Advisors LP’s holdings in Vanguard S&P 500 ETF were worth $203,817,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of VOO. Compass Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF during the 3rd quarter worth $27,782,000. Curated Wealth Partners LLC lifted its stake in shares of Vanguard S&P 500 ETF by 12.7% in the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after acquiring an additional 7,931 shares during the period. Certified Advisory Corp lifted its stake in shares of Vanguard S&P 500 ETF by 37.4% in the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after acquiring an additional 7,110 shares during the period. Red Door Wealth Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 4.4% in the 4th quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after acquiring an additional 1,498 shares during the period. Finally, First Citizens Bank & Trust Co. lifted its stake in shares of Vanguard S&P 500 ETF by 4.0% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 49,191 shares of the company’s stock worth $30,124,000 after acquiring an additional 1,886 shares during the period.

Vanguard S&P 500 ETF Stock Performance

VOO stock opened at $685.55 on Friday. Vanguard S&P 500 ETF has a one year low of $529.11 and a one year high of $689.10. The stock has a market capitalization of $937.35 billion, a PE ratio of 24.97 and a beta of 1.00. The company has a fifty day moving average of $638.51 and a 200-day moving average of $631.93.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: The S&P 500 is extending a strong multi-week run, which supports VOO because the ETF directly tracks the index. Stock Market Today: S&P 500 Nears Longest Winning Streak Since 2023
• Positive Sentiment: UBS raised its year-end S&P 500 target on strong consumer spending and robust AI/data-center demand, a bullish backdrop for broad-market funds like VOO. UBS Global Wealth Management lifts S&P 500 target on strong consumer spending, AI demand
• Positive Sentiment: Analysts say strong earnings growth and AI spending could give the S&P 500 more room to run, which can lift VOO alongside the index. Strong Earnings Growth Is Giving the S&P 500 More Room to Run
• Positive Sentiment: VOO remains a popular core holding, and recent commentary highlights strong inflows and rising assets under management, reinforcing demand for the fund. Why VOO stock is rising as US bond yields soar and AUM nears $1 trillion
• Neutral Sentiment: Several articles simply reiterate VOO’s structure and role as a low-cost S&P 500 tracker, with no direct new catalyst for the ETF. Should Vanguard 500 Index Fund ETF Shares (VOO) Be on Your Investing Radar?
• Negative Sentiment: One comparison piece argues investors could choose a similar S&P 500 ETF with a narrower bid-ask spread, which may slightly pressure VOO from a competition standpoint, though the impact is likely limited. Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

Vanguard S&P 500 ETF 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.