Vanguard S&P 500 ETF $VOO is Global Financial Private Client LLC’s 3rd Largest Position

Global Financial Private Client LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,743 shares of the company’s stock after purchasing an additional 817 shares during the quarter. Vanguard S&P 500 ETF comprises approximately 3.4% of Global Financial Private Client LLC’s holdings, making the stock its 3rd largest position. Global Financial Private Client LLC’s holdings in Vanguard S&P 500 ETF were worth $9,640,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Quaker Wealth Management LLC grew its stake in shares of Vanguard S&P 500 ETF by 248.4% in the second quarter. Quaker Wealth Management LLC now owns 46 shares of the company’s stock worth $26,000 after acquiring an additional 77 shares during the last quarter. Front Row Advisors LLC boosted its stake in Vanguard S&P 500 ETF by 900.0% in the 2nd quarter. Front Row Advisors LLC now owns 50 shares of the company’s stock worth $28,000 after purchasing an additional 45 shares in the last quarter. Bernard Wealth Management Corp. bought a new position in Vanguard S&P 500 ETF in the 2nd quarter worth about $30,000. Bay Harbor Wealth Management LLC grew its position in Vanguard S&P 500 ETF by 800.0% during the 2nd quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock valued at $41,000 after purchasing an additional 64 shares during the last quarter. Finally, Tripletail Wealth Management LLC purchased a new stake in Vanguard S&P 500 ETF during the 3rd quarter valued at about $46,000.

Vanguard S&P 500 ETF Stock Performance

Shares of Vanguard S&P 500 ETF stock opened at $627.13 on Friday. The stock has a market capitalization of $780.41 billion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 52-week low of $442.80 and a 52-week high of $636.08. The company has a 50-day simple moving average of $624.66 and a two-hundred day simple moving average of $601.91.

Key Headlines Impacting 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.