AE Wealth Management LLC Boosts Stock Position in Vanguard S&P 500 ETF $VOO

AE Wealth Management LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 331,857 shares of the company’s stock after purchasing an additional 4,427 shares during the quarter. Vanguard S&P 500 ETF accounts for 1.3% of AE Wealth Management LLC’s investment portfolio, making the stock its 11th largest position. AE Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $203,222,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its position in Vanguard S&P 500 ETF by 6.5% in the fourth quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock worth $18,602,000 after acquiring an additional 2,112 shares during the period. Bison Wealth LLC grew its position in shares of Vanguard S&P 500 ETF by 6.1% during the 4th quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock valued at $2,581,000 after acquiring an additional 277 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of Vanguard S&P 500 ETF during the 1st quarter worth approximately $87,000. XML Financial LLC raised its holdings in shares of Vanguard S&P 500 ETF by 7.8% in the 2nd quarter. XML Financial LLC now owns 6,439 shares of the company’s stock worth $3,657,000 after purchasing an additional 468 shares during the period. Finally, Mattern Wealth Management LLC lifted its stake in Vanguard S&P 500 ETF by 5.5% in the second quarter. Mattern Wealth Management LLC now owns 1,027 shares of the company’s stock valued at $583,000 after purchasing an additional 54 shares during the last quarter.

Vanguard S&P 500 ETF Price Performance

NYSEARCA:VOO opened at $639.60 on Thursday. The company has a market capitalization of $855.93 billion, a P/E ratio of 24.97 and a beta of 1.00. The business has a fifty day simple moving average of $629.48 and a two-hundred day simple moving average of $611.63. Vanguard S&P 500 ETF has a 1 year low of $442.80 and a 1 year high of $641.81.

Key Stories Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: S&P 500 crosses 7,000 on AI and Big Tech earnings optimism, lifting index-linked products like VOO. Upside in mega-cap tech continues to be the primary driver of VOO’s gains. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes the S&P pierced 7,000 as AI momentum and hopes for strong Big Tech results outweigh near-term risks — supportive for VOO’s headline performance. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment metrics have shifted toward “greed,” which often supports risk-on flows into broad-market ETFs such as VOO ahead of major earnings. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Analysts discuss sector rotation and whether small caps will outperform; VOO’s exposure to the “Magnificent Seven” (mega-cap tech) means sector leadership will largely dictate VOO’s near-term returns. Will the Russell 2000 Continue to Outperform the S&P 500?
• Negative Sentiment: Market commentary flags profit-taking ahead of a key Fed rate decision and several mega-cap earnings releases — a near-term volatility risk for VOO. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Short interest in VOO jumped ~53% in early January to ~5.6M shares (≈0.4% of float), increasing potential downward pressure if short activity persists despite a low days-to-cover. Source: market data entry

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.