Olistico Wealth LLC Trims Stock Holdings in Vanguard S&P 500 ETF $VOO

Olistico Wealth LLC reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 98.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,361 shares of the company’s stock after selling 178,268 shares during the quarter. Olistico Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $1,655,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. California Public Employees Retirement System raised its holdings in Vanguard S&P 500 ETF by 6.5% in the first quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock worth $20,099,155,000 after purchasing an additional 2,049,100 shares during the period. Bank of America Corp DE increased its position in shares of Vanguard S&P 500 ETF by 1.3% in the 1st quarter. Bank of America Corp DE now owns 27,441,061 shares of the company’s stock valued at $16,397,406,000 after buying an additional 354,072 shares in the last quarter. Royal Bank of Canada increased its position in shares of Vanguard S&P 500 ETF by 496.2% in the 4th quarter. Royal Bank of Canada now owns 21,356,933 shares of the company’s stock valued at $13,393,573,000 after buying an additional 17,774,521 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in Vanguard S&P 500 ETF by 1.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 10,822,531 shares of the company’s stock worth $7,432,569,000 after buying an additional 142,360 shares during the period. Finally, Cerity Partners LLC raised its stake in Vanguard S&P 500 ETF by 6.4% during the 4th quarter. Cerity Partners LLC now owns 4,684,615 shares of the company’s stock worth $2,938,244,000 after buying an additional 283,537 shares during the period.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: U.S. stock futures moved higher after the surprisingly soft jobs report, which may reinforce expectations for easier Federal Reserve policy. Markets were also assessing geopolitical developments involving Iran and the Strait of Hormuz. Stock Market: Will S&P 500 Open Up or Down Today?
• Positive Sentiment: Historical data showing the S&P 500 has risen in every 12-month period following the past 19 midterm elections provides a favorable long-term backdrop, although it is not a guarantee of future performance. S&P 500 Midterm Election History
• Neutral Sentiment: Investor interest in VOO remains supported by its broad diversification and long-term wealth-building potential, but its returns have recently depended more on capital appreciation than dividend income. VOO Monthly Dividend Analysis
• Neutral Sentiment: Articles comparing alternative ETFs highlight increasing competition from lower-cost funds that track the S&P 500 or offer greater exposure to semiconductor stocks. This could influence future investor flows, but does not change VOO’s underlying holdings today. SPYM and VOO Cost Comparison
• Negative Sentiment: Valuation concerns remain a risk, with some measures suggesting the S&P 500 is expensive despite optimism about future earnings and cash flows. S&P 500 Valuation Analysis

Vanguard S&P 500 ETF Stock Performance

NYSEARCA:VOO traded up $4.78 on Monday, reaching $712.32. The company’s stock had a trading volume of 6,158,671 shares, compared to its average volume of 8,719,124. Vanguard S&P 500 ETF has a 1-year low of $578.46 and a 1-year high of $716.39. The business’s 50-day moving average price is $702.79 and its two-hundred day moving average price is $676.67. The firm has a market cap of $1.06 trillion, a PE ratio of 24.97 and a beta of 1.00.

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.