Discipline Wealth Solutions LLC Has $12.26 Million Stock Position in Vanguard S&P 500 ETF $VOO

Discipline Wealth Solutions LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 20,026 shares of the company’s stock after purchasing an additional 2,048 shares during the period. Vanguard S&P 500 ETF comprises about 3.2% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 6th biggest position. Discipline Wealth Solutions LLC’s holdings in Vanguard S&P 500 ETF were worth $12,264,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in VOO. Central Bank & Trust Co. grew its stake in shares of Vanguard S&P 500 ETF by 1.4% during the third quarter. Central Bank & Trust Co. now owns 1,271 shares of the company’s stock valued at $778,000 after buying an additional 17 shares during the last quarter. Hengehold Capital Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 0.5% in the 3rd quarter. Hengehold Capital Management LLC now owns 3,691 shares of the company’s stock valued at $2,260,000 after acquiring an additional 17 shares during the last quarter. Paragon Capital Management Ltd boosted its holdings in Vanguard S&P 500 ETF by 3.0% during the 2nd quarter. Paragon Capital Management Ltd now owns 628 shares of the company’s stock valued at $357,000 after acquiring an additional 18 shares during the period. Washington Capital Management Inc. grew its position in Vanguard S&P 500 ETF by 1.1% during the 2nd quarter. Washington Capital Management Inc. now owns 1,593 shares of the company’s stock worth $905,000 after acquiring an additional 18 shares during the last quarter. Finally, Transcendent Capital Group LLC grew its position in Vanguard S&P 500 ETF by 4.5% during the 2nd quarter. Transcendent Capital Group LLC now owns 417 shares of the company’s stock worth $237,000 after acquiring an additional 18 shares during the last quarter.

Vanguard S&P 500 ETF Stock Performance

Shares of VOO stock opened at $627.13 on Friday. The company has a market capitalization of $780.41 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $636.08. The stock has a 50 day moving average price of $624.66 and a two-hundred day moving average price of $601.91.

Trending Headlines about Vanguard S&P 500 ETF

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

• Positive Sentiment: VOO’s cost advantage vs. SPY supports long-term inflows — it tracks the same S&P 500 index and delivers identical exposure with a materially lower expense ratio, which is attractive to fee-sensitive investors. VOO vs. SPY: Which Popular S&P 500 ETF Wins Out for Investors?
• Positive Sentiment: Decent jobs data helped the S&P 500 finish strong into year-end, a momentum tailwind for VOO given its 1:1 exposure to the index. Stock Market Live December 31: Decent Jobs Numbers Help S&P 500 (VOO) Gain on New Year’s Eve
• Positive Sentiment: Strong 2025 index performance (roughly +20% led by tech/AI) and analyst optimism for 2026 could keep demand for broad S&P exposure high. Top 5 stocks to watch in the S&P 500 Index, VOO, and SPY ETFs in 2026
• Neutral Sentiment: Analysis recommends holding S&P 500 exposure as a “forward-compatible” position for broad AI-driven market shifts, but flags high P/E, AI concentration and a low historical dividend yield — a mixed view that supports passive index ownership while noting valuation risk. VOO: Stay Forward-Compatible With The S&P 500
• Neutral Sentiment: Barron’s notes Fed division and macro variables as key 2026 drivers for the S&P 500 — policy uncertainty could increase volatility but isn’t a VOO-specific risk beyond index sensitivity to rates and growth. How a Divided Fed Could Define the S&P 500 in 2026
• Negative Sentiment: Pre-market commentary flagged pressure on tech and AI names, and VOO was noted down in early action — concentrated weakness in large-cap tech can disproportionately drag VOO given the index’s market-cap weighting. Vanguard S&P 500 ETF (VOO) Daily Update, 12/31/2025
• Negative Sentiment: Market-wide sentiment faded into year-end (futures down, S&P logged multiple-session declines and the Fear & Greed index softened), which increases downside risk for broad ETFs like VOO in the near term. Stock Market Today: S&P 500, Dow Jones Futures Down As Santa Rally Hopes Fade

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.