Formulate Financial LLC Acquires New Stake in Vanguard S&P 500 ETF $VOO

Formulate Financial LLC acquired a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 24,548 shares of the company’s stock, valued at approximately $15,033,000. Vanguard S&P 500 ETF comprises approximately 18.6% of Formulate Financial LLC’s portfolio, making the stock its biggest holding.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Quaker Wealth Management LLC lifted its stake in 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 valued at $26,000 after buying an additional 77 shares during the period. Front Row Advisors LLC grew its holdings in Vanguard S&P 500 ETF by 900.0% during the second quarter. Front Row Advisors LLC now owns 50 shares of the company’s stock worth $28,000 after buying an additional 45 shares in the last quarter. Bernard Wealth Management Corp. purchased a new stake in shares of Vanguard S&P 500 ETF in the second quarter valued at about $30,000. Corundum Trust Company INC purchased a new stake in Vanguard S&P 500 ETF in the 3rd quarter valued at about $37,000. Finally, Bay Harbor Wealth Management LLC increased its position in shares of Vanguard S&P 500 ETF by 800.0% during the second quarter. Bay Harbor Wealth Management LLC now owns 72 shares of the company’s stock valued at $41,000 after acquiring an additional 64 shares during the last quarter.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Earnings growth cited as a primary driver for S&P 500 ETFs — analysts expect Q4 beats and a constructive 2026 earnings outlook that should support VOO flows and performance. What Geopolitics? Earnings Growth to Drive Wall Street ETFs
• Positive Sentiment: Strong ETF inflows early in 2026 (>$100B by Jan 21) indicate continued investor demand for broad-market ETFs like VOO, supporting upward price pressure. The $100 Billion Sprint: Decoding the Early 2026 ETF Inflows
• Positive Sentiment: Technical/market commentary remains bullish — one Elliott Wave analysis projects a continued uptrend for the S&P 500 with upside targets if key support holds, reinforcing risk‑on positioning for VOO. S&P 500 Elliott Wave Update: An Unexpected Detour, but Still on Track
• Positive Sentiment: U.S. indices show resilience to geopolitical noise, which supports broad-market ETFs such as VOO staying bid despite headline risks. NASDAQ Index, Dow Jones 30 and S&P 500 Forecasts – US Indices Seem Unfazed by Global Noise
• Positive Sentiment: Notable institutional buying: TRB Advisors materially increased its VOO holdings, signaling confidence from a sizable investor that can support demand. TRB Advisors LP Has $290.88 Million Stock Position in Vanguard S&P 500 ETF $VOO
• Neutral Sentiment: Small premarket dip noted in a daily update ahead of a busy week of Big Tech earnings — a routine short‑term fluctuation rather than a trend signal. Vanguard S&P 500 ETF (VOO) Daily Update, 1/26/2026
• Neutral Sentiment: Minor portfolio rebalancing: one regional bank slightly trimmed its VOO stake (small size), unlikely to meaningfully affect price. Cullen Frost Bankers Inc. Decreases Stake in Vanguard S&P 500 ETF $VOO
• Negative Sentiment: Market strategists question how much upside remains after multiple years of gains — this debate can prompt profit‑taking and caps near‑term upside for VOO. S&P 500: How Much Upside Is Left? What A 4th Year Of Gains Could Look Like
• Negative Sentiment: U.S. futures slipped early as investors brace for mega‑cap earnings; disappointing results or guidance from those names could drag VOO lower short term. Stock Market Today: Dow Jones, S&P 500 Futures Slip As Investors Brace For Mega-Cap Earnings—Brand Engagement, Nucor In Focus

Vanguard S&P 500 ETF Price Performance

NYSEARCA VOO opened at $637.09 on Tuesday. The stock has a market capitalization of $852.57 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a one year low of $442.80 and a one year high of $640.16. The business’s fifty day moving average is $628.22 and its 200-day moving average is $610.97.

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.