Carlton Hofferkamp & Jenks Wealth Management LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,145 shares of the company’s stock after purchasing an additional 980 shares during the period. Vanguard S&P 500 ETF comprises 2.5% of Carlton Hofferkamp & Jenks Wealth Management LLC’s holdings, making the stock its 9th biggest holding. Carlton Hofferkamp & Jenks Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $7,616,000 at the end of the most recent quarter.
Several other large investors also recently added to or reduced their stakes in the stock. Clarity Asset Management Inc. boosted its position in Vanguard S&P 500 ETF by 8.3% in the 3rd quarter. Clarity Asset Management Inc. now owns 209 shares of the company’s stock valued at $128,000 after buying an additional 16 shares during the period. First Interstate Bank boosted its position in Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. First Interstate Bank now owns 6,358 shares of the company’s stock valued at $3,894,000 after buying an additional 16 shares during the period. Lountzis Asset Management LLC boosted its position in Vanguard S&P 500 ETF by 1.6% in the 3rd quarter. Lountzis Asset Management LLC now owns 1,026 shares of the company’s stock valued at $630,000 after buying an additional 16 shares during the period. EWA LLC boosted its position in Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. EWA LLC now owns 4,870 shares of the company’s stock valued at $2,983,000 after buying an additional 16 shares during the period. Finally, Clarkston Capital Partners LLC boosted its position in Vanguard S&P 500 ETF by 0.3% in the 3rd quarter. Clarkston Capital Partners LLC now owns 6,120 shares of the company’s stock valued at $3,748,000 after buying an additional 16 shares during the period.
Vanguard S&P 500 ETF Price Performance
Vanguard S&P 500 ETF stock opened at $624.60 on Friday. The stock has a market cap of $854.02 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a 1 year low of $467.33 and a 1 year high of $641.81. The firm has a 50-day moving average of $619.34 and a two-hundred day moving average of $622.39.
Key Headlines Impacting Vanguard S&P 500 ETF
- Positive Sentiment: Bullish market leadership from AI and select tech names is lifting the S&P 500, which benefits VOO because it tracks the index. Standout gains in optics and AI-exposed names are cited as contributors to the rally. Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.
- Positive Sentiment: Analyst optimism and bullish macro targets (e.g., Tom Lee’s forecasts) are supporting flows into broad-market ETFs like VOO as investors position for new all-time highs. S&P 500 At 7,300? Tom Lee Sees Year-End Target In Sight Despite Possibility Of ‘Inflation Shock’
- Positive Sentiment: Multiple consumer and personal-finance pieces continue to recommend VOO as a low-cost, diversified core holding — a steady demand signal for the ETF from long-term investors and retirement accounts. Here’s Why Buying This Vanguard Index Fund Today Could Be the Best Financial Decision You Ever Make
- Neutral Sentiment: VOO is being compared to other ETFs (VGK, SPY, QQQ) in many recent write-ups; these comparisons highlight VOO’s low fees and broad market exposure but also show relative performance differences this year — useful for allocation decisions but not an immediate catalyst. VGK Has Nearly Doubled VOO Returns This Year. Here Is What Investors Should Know
- Neutral Sentiment: General coverage about ETFs and retirement warns savers to watch fees and risk concentration — a reminder that while VOO is broadly recommended, investors should consider fees, allocation, and sequence-of-returns risk. Everyone’s Buying ETFs: Here’s What Retirement Savers Should Watch Out For
- Negative Sentiment: Near-term selling pressure and caution stem from the March CPI release and renewed Middle East tensions; inflation prints or geopolitical escalation could push volatility and weigh on VOO. The S&P Hangs On The Edge As Today’s CPI Report Looms Over Open
- Negative Sentiment: Overnight and pre-market headlines showed futures volatility tied to Iran ceasefire concerns and CPI uncertainty; such macro noise can produce short-term outflows from broad ETFs like VOO. Stock Market Today: S&P 500 Futures Fall Ahead Of March CPI As Trump Says Iran Isn’t Upholding Ceasefire
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.
Further Reading
Receive News & Ratings for Vanguard S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
