Vanguard S&P 500 ETF $VOO is Wheelhouse Advisory Group LLC’s 3rd Largest Position

Wheelhouse Advisory Group LLC raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.5% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 43,490 shares of the company’s stock after acquiring an additional 1,451 shares during the quarter. Vanguard S&P 500 ETF makes up 8.6% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 3rd biggest holding. Wheelhouse Advisory Group LLC’s holdings in Vanguard S&P 500 ETF were worth $25,987,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in VOO. Brighton Jones LLC grew its position in shares of Vanguard S&P 500 ETF by 6.5% in the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after buying an additional 2,112 shares during the last quarter. Bison Wealth LLC lifted its position in Vanguard S&P 500 ETF by 6.1% in the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock valued at $2,581,000 after acquiring an additional 277 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Vanguard S&P 500 ETF in the first quarter valued at $87,000. Wellington Capital Management Inc. acquired a new position in Vanguard S&P 500 ETF in the second quarter valued at $332,000. Finally, United Bank purchased a new position in shares of Vanguard S&P 500 ETF during the second quarter worth about $264,000.

Vanguard S&P 500 ETF Stock Performance

VOO opened at $685.46 on Thursday. The business’s 50-day simple moving average is $678.37 and its 200-day simple moving average is $644.45. Vanguard S&P 500 ETF has a one year low of $566.81 and a one year high of $699.15. The stock has a market capitalization of $981.34 billion, a P/E ratio of 24.97 and a beta of 1.00.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: The S&P 500 posted a strong first half and saw renewed investor interest as growth stocks regained momentum, while Deutsche Bank said S&P 500 companies are likely to deliver another strong earnings season supported by AI-related strength and a favorable macro backdrop. S&P 500 companies expected to clear high bar in Q2 earnings season
• Positive Sentiment: Several articles highlighted the long-term appeal of VOO and other S&P 500 index funds, emphasizing consistency, buy-and-hold returns, and the S&P 500’s history of rewarding patient investors. Where Will VOO Be in 20 Years? Here’s What History Suggests.
• Neutral Sentiment: Market commentary noted that the broader ETF market has been surging, with U.S. ETF assets and inflows hitting record levels, which supports demand for core index products like VOO. The Q2 Flowdown: ETFs Smash Records to Start Summer
• Neutral Sentiment: Other coverage compared VOO with higher-growth or dividend-focused ETFs, suggesting some investors are rotating away from broad-market funds into sector or income strategies. VOO vs. DRAM: Broad Market or AI Memory Boom —Which ETF Wins?
• Negative Sentiment: Articles questioning VOO’s ultra-low fee argued that the fund may still carry hidden costs and that cheaper competitors can undercut it, which could pressure sentiment around the ETF’s value proposition. VOO’s 0.03% Fee Hides the Real Cost: Why Cheaper Competitors Charge Half as Much
• Negative Sentiment: Some analysts and market strategists warned of a possible S&P 500 pullback or correction in the third quarter, and one piece noted that small-cap stocks have been outperforming the S&P 500, both of which can weigh on VOO. Bank Of America Advises Hedging Portfolios Ahead Of Potential Q3 S&P 500 Pullback, Warns Of ‘Three-Wave Correction’

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.