Vanguard S&P 500 ETF $VOO Stake Lifted by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 17.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 5,236 shares of the company’s stock after purchasing an additional 767 shares during the period. Willow Creek Wealth Management Inc.’s holdings in Vanguard S&P 500 ETF were worth $3,670,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Gallagher Capital Advisors LLC boosted its stake in shares of Vanguard S&P 500 ETF by 1.6% during the third quarter. Gallagher Capital Advisors LLC now owns 878 shares of the company’s stock valued at $616,000 after purchasing an additional 14 shares in the last quarter. Bay Harbor Wealth Management LLC raised its stake in Vanguard S&P 500 ETF by 20.8% in the second quarter. Bay Harbor Wealth Management LLC now owns 87 shares of the company’s stock worth $60,000 after buying an additional 15 shares in the last quarter. Spinnaker Trust raised its stake in Vanguard S&P 500 ETF by 0.4% in the second quarter. Spinnaker Trust now owns 3,643 shares of the company’s stock worth $2,502,000 after buying an additional 15 shares in the last quarter. Roxbury Financial LLC lifted its holdings in Vanguard S&P 500 ETF by 5.1% during the third quarter. Roxbury Financial LLC now owns 310 shares of the company’s stock worth $217,000 after buying an additional 15 shares during the period. Finally, PMG Family Office LLC lifted its holdings in Vanguard S&P 500 ETF by 1.6% during the third quarter. PMG Family Office LLC now owns 967 shares of the company’s stock worth $678,000 after buying an additional 15 shares during the period.

Vanguard S&P 500 ETF Trading Down 1.8%

Shares of NYSEARCA VOO opened at $694.81 on Friday. The stock has a market capitalization of $1.02 trillion, a PE ratio of 24.97 and a beta of 1.00. The stock’s fifty day simple moving average is $705.70 and its two-hundred day simple moving average is $669.95. Vanguard S&P 500 ETF has a 12-month low of $578.46 and a 12-month high of $718.47.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: S&P 500 companies posted estimated third-quarter earnings growth of 29.5%, marking an unusually strong run of three consecutive quarters with growth above 25%. Sustained earnings momentum could support the underlying holdings of VOO if it continues. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
• Positive Sentiment: Long-term performance data continues to favor low-cost index investing: a hypothetical S&P 500 investment since 1988 grew substantially more when dividends were reinvested. This supports VOO’s appeal as a diversified, dividend-reinvesting core portfolio holding, though it does not remove short-term market risk. The S&P 500 Rose 30-Fold Since 1988. Reinvested Dividends Made It 67-Fold.
• Neutral Sentiment: Okta’s addition to the S&P 500 and Kenvue’s departure will trigger index-related buying and selling. The changes may modestly alter VOO’s holdings, but the effect on the fund should be limited because each company represents only a small portion of the index. Okta Stock Can Find More Buyers as It Joins the S&P 500
• Neutral Sentiment: Monthly moving-average data showed defensive signals in related trend-following portfolios. While this may encourage caution among technical investors, it does not represent a fundamental change to VOO’s holdings. Moving Averages of the Ivy Portfolio and S&P 500: October 2026
• Negative Sentiment: The S&P 500 fell for a third consecutive week following a technology-sector sell-off. Because VOO closely tracks the index and has significant exposure to large technology companies, continued weakness in those stocks is the main reason the ETF has decreased. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
• Negative Sentiment: Market sentiment remained in the “Fear” zone as Alphabet shares dropped and the S&P 500 ended a short rally. The cautious backdrop can pressure broad index ETFs such as VOO, particularly when investors reduce exposure to high-valuation technology stocks. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge

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.