Vanguard S&P 500 ETF $VOO Stake Raised by Fusion Family Wealth LLC

Fusion Family Wealth LLC increased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 392,036 shares of the company’s stock after purchasing an additional 1,281 shares during the period. Vanguard S&P 500 ETF accounts for 18.2% of Fusion Family Wealth LLC’s investment portfolio, making the stock its biggest position. Fusion Family Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $274,762,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. California Public Employees Retirement System grew its holdings in Vanguard S&P 500 ETF by 6.5% in the 1st quarter. California Public Employees Retirement System now owns 33,635,939 shares of the company’s stock valued at $20,099,155,000 after buying an additional 2,049,100 shares during the period. Bank of America Corp DE increased its stake in shares of Vanguard S&P 500 ETF by 1.3% during 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 acquiring an additional 354,072 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of 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 acquiring an additional 142,360 shares during the period. Assetmark Inc. lifted its holdings in shares of Vanguard S&P 500 ETF by 8.5% during the 2nd quarter. Assetmark Inc. now owns 4,037,865 shares of the company’s stock worth $2,773,246,000 after acquiring an additional 314,829 shares during the period. Finally, Alberta Investment Management Corp lifted its holdings in shares of Vanguard S&P 500 ETF by 15.6% during the 2nd quarter. Alberta Investment Management Corp now owns 3,880,748 shares of the company’s stock worth $2,665,337,000 after acquiring an additional 522,562 shares during the period.

Vanguard S&P 500 ETF News Roundup

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

• Positive Sentiment: For long-term investors, one article argues that broad S&P 500 funds may benefit from continued market growth over time, while acknowledging that past returns are no guarantee of future performance. If You’d Invested $5,000 in VOO 15 Years Ago, Here’s What You’d Have Today
• Neutral Sentiment: Six mega-cap companies—Nvidia, Microsoft, Apple, Amazon, Alphabet and Meta—account for 30.8% of the S&P 500. Their performance can therefore have an outsized influence on VOO, though their relative contributions are shifting. These 6 Stocks Make Up a Big Share of the S&P 500
• Negative Sentiment: Chip-stock weakness is a near-term headwind: AMD’s sharp drop is weighing on chip-related ETFs and contributing to weakness in the Nasdaq, which can spill over to VOO through its large technology holdings. AMD’s Double-Digit Drop Is Rippling Through Your Chip ETFs S&P 500 futures steady after midterm rally; Nasdaq lags on chip weakness
• Negative Sentiment: Political uncertainty following the midterm results, concerns about possible renewed U.S. combat operations in Iran and changing oil prices are adding to investor caution. Stock Market: Will S&P 500 Open Up or Down Today?
• Negative Sentiment: Market breadth appears weaker than the index level suggests: one report says about 60% of S&P 500 stocks are in bear-market territory. Goldman Sachs also expects slower index earnings growth in 2027, potentially limiting support for valuations. 60% of S&P 500 Stocks Are in a Bear Market, With the Index Near a Record Goldman Sachs Research Expects Slower S&P 500 Earnings Growth in 2027

Vanguard S&P 500 ETF Stock Performance

VOO opened at $673.97 on Friday. Vanguard S&P 500 ETF has a 1 year low of $578.46 and a 1 year high of $718.47. The company’s 50 day simple moving average is $704.70 and its 200 day simple moving average is $671.04. The stock has a market capitalization of $992.96 billion, a PE ratio of 24.97 and a beta of 1.00.

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.