Secure Asset Management LLC Sells 4,540 Shares of Vanguard S&P 500 ETF $VOO

Secure Asset Management LLC decreased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,910 shares of the company’s stock after selling 4,540 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 3.3% of Secure Asset Management LLC’s investment portfolio, making the stock its 3rd largest position. Secure Asset Management LLC’s holdings in Vanguard S&P 500 ETF were worth $21,266,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. West Paces Advisors Inc. boosted its holdings in shares of Vanguard S&P 500 ETF by 1.8% in the third quarter. West Paces Advisors Inc. now owns 107,636 shares of the company’s stock worth $65,914,000 after acquiring an additional 1,900 shares during the period. Compass Wealth Management LLC bought a new stake in shares of Vanguard S&P 500 ETF during the 3rd quarter valued at $27,782,000. Calamos Wealth Management LLC lifted its holdings in Vanguard S&P 500 ETF by 41.2% during the 3rd quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock worth $7,260,000 after purchasing an additional 3,459 shares in the last quarter. Curated Wealth Partners LLC boosted its stake in Vanguard S&P 500 ETF by 12.7% in the 4th quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after purchasing an additional 7,931 shares during the period. Finally, Certified Advisory Corp boosted its stake in Vanguard S&P 500 ETF by 37.4% in the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after purchasing an additional 7,110 shares during the period.

Key Vanguard S&P 500 ETF News

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

• Positive Sentiment: VOO has seen a short-term lift: TipRanks reports a 3.80% gain over the past week and a 5-day net inflow of $8.05 billion, driven in part by strong performance among AI leaders — this boosts liquidity and demand. Vanguard S&P 500 ETF Gains on Strong AI Leaders
• Positive Sentiment: Long-term case for broad-market ETFs remains intact: low cost and diversification arguments keep VOO attractive to passive investors. The Case for Owning a Broad Market ETF Instead of Picking Stocks
• Positive Sentiment: VOO’s core value proposition — 0.03% expense, straightforward S&P 500 exposure — remains a structural tailwind for asset flows. VOO Costs Just 0.03% a Year and Tracks 500 of America’s Largest Companies. A Tough Market Does Not Change That Value Proposition.
• Neutral Sentiment: Historical perspective: analysts note past corrections under similar earnings trends, suggesting the current pullback is not necessarily the start of a crash — a calming contextual piece for investors. Will the S&P 500 Crash in 2026? History Offers a Clear Answer
• Neutral Sentiment: Portfolio construction reminder: several commentaries advise prioritizing allocation and stick-to-plan behavior — guidance that can stabilize passive flows into ETFs like VOO. Most Investors Build Their Portfolio Backwards. Here’s the Right Order.
• Negative Sentiment: Market rotation and concentration risks: commentary argues VOO may be less attractive right now as megacap tech leadership fades and other themes take the lead. Why Buying VOO Might Actually Be a Mistake Right Now
• Negative Sentiment: Price pressure: several pieces note VOO is ~7% below its January high and the S&P 500 is down ~4% YTD, a backdrop that can deter momentum-driven inflows. VOO Is Down 7% From Its January High. The Case for Staying Put Has Never Been Stronger
• Negative Sentiment: Minor institutional trimming: Investment Research & Advisory Group cut its VOO stake by ~0.9% (sold 1,029 shares) per a 13F filing — a small signal of repositioning by one manager. Vanguard S&P 500 ETF $VOO Stock Position Lessened by Investment Research & Advisory Group Inc.

Vanguard S&P 500 ETF Stock Performance

Shares of VOO stock opened at $602.99 on Monday. The business’s fifty day moving average is $621.50 and its 200 day moving average is $622.37. The company has a market capitalization of $833.36 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 $641.81.

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.