Vanguard S&P 500 ETF $VOO is Warren Street Wealth Advisors LLC’s Largest Position

Warren Street Wealth Advisors LLC reduced its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,882 shares of the company’s stock after selling 1,492 shares during the period. Vanguard S&P 500 ETF accounts for 13.7% of Warren Street Wealth Advisors LLC’s holdings, making the stock its biggest holding. Warren Street Wealth Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $53,709,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of VOO. Petredis Investment Advisors LLC grew its position in shares of Vanguard S&P 500 ETF by 1.4% during the 1st quarter. Petredis Investment Advisors LLC now owns 2,208 shares of the company’s stock worth $1,319,000 after buying an additional 30 shares in the last quarter. MontVue Capital Management Inc. raised its holdings in shares of Vanguard S&P 500 ETF by 7.8% in the first quarter. MontVue Capital Management Inc. now owns 3,451 shares of the company’s stock valued at $2,062,000 after acquiring an additional 250 shares in the last quarter. Cambridge Advisors Inc. raised its holdings in shares of Vanguard S&P 500 ETF by 2.4% in the first quarter. Cambridge Advisors Inc. now owns 147,776 shares of the company’s stock valued at $88,304,000 after acquiring an additional 3,402 shares in the last quarter. Sunbeam Capital Management LLC lifted its stake in Vanguard S&P 500 ETF by 2.0% in the first quarter. Sunbeam Capital Management LLC now owns 30,979 shares of the company’s stock worth $18,511,000 after acquiring an additional 608 shares during the period. Finally, Evolve Private Wealth LLC grew its holdings in Vanguard S&P 500 ETF by 78.1% during the 1st quarter. Evolve Private Wealth LLC now owns 8,533 shares of the company’s stock worth $5,099,000 after acquiring an additional 3,743 shares in the last quarter.

Vanguard S&P 500 ETF Trading Down 0.3%

Shares of NYSEARCA:VOO opened at $686.10 on Tuesday. Vanguard S&P 500 ETF has a 12-month low of $545.75 and a 12-month high of $699.15. The business’s fifty day simple moving average is $673.07 and its 200-day simple moving average is $642.06. The company has a market capitalization of $938.10 billion, a PE ratio of 24.97 and a beta of 1.00.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Articles arguing that VOO is a strong core holding for Roth IRAs emphasize its tax advantages and low-yield, qualified-dividend structure, reinforcing its appeal for long-term investors. The Case for Holding VOO in Your Roth IRA
• Positive Sentiment: TipRanks highlighted billionaire investor Israel Englander making a large bet on VOO, which can be read as a vote of confidence in passive S&P 500 exposure. Billionaire Israel Englander Goes Big on Vanguard S&P 500 ETF (VOO)
• Positive Sentiment: Coverage noting that VOO recently broke a major record suggests continued inflows and popularity for the ETF, which can support demand. The Vanguard S&P 500 ETF Just Broke an Incredible Record. Here’s What It Means for the Stock Market.
• Neutral Sentiment: Comparisons between VOO and SPY mainly focus on trading differences rather than a clear catalyst for VOO’s price. Better S&P 500 ETF: VOO vs. SPY
• Neutral Sentiment: Broader market commentary on the S&P 500 points to mixed macro conditions: hawkish Fed policy and elevated valuation concerns could temper upside for VOO even as some strategists raise year-end targets. Top 3 Catalysts for the S&P 500 Index this week Warning: The S&P 500 Could Be on the Verge of Doing Something for the First Time in 155 Years, and It’s Not Good News for Investors Banking giant updates S&P 500 2026 target
• Negative Sentiment: Short-term market sentiment was cautious as futures turned lower and investors weighed geopolitical uncertainty, which could pressure broad equity ETFs like VOO. Stock Market: Will S&P 500 Open Up Or Down Today?

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.