Diversify Wealth Management LLC Has $23.41 Million Stock Holdings in Vanguard S&P 500 ETF $VOO

Diversify Wealth Management LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 37,259 shares of the company’s stock after buying an additional 2,382 shares during the quarter. Vanguard S&P 500 ETF makes up approximately 1.4% of Diversify Wealth Management LLC’s portfolio, making the stock its 10th biggest position. Diversify Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $23,408,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. West Paces Advisors Inc. boosted its stake in Vanguard S&P 500 ETF by 1.8% during 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 in the last quarter. Compass Wealth Management LLC acquired a new position in shares of Vanguard S&P 500 ETF during the third quarter valued at about $27,782,000. Calamos Wealth Management LLC boosted its position in shares of 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. Cambridge Capital Management LLC boosted its position in shares of Vanguard S&P 500 ETF by 21.5% during the 3rd quarter. Cambridge Capital Management LLC now owns 16,424 shares of the company’s stock worth $10,058,000 after purchasing an additional 2,905 shares in the last quarter. Finally, Capital Advisors Wealth Management LLC grew its stake in shares of Vanguard S&P 500 ETF by 228.1% in the 3rd quarter. Capital Advisors Wealth Management LLC now owns 2,408 shares of the company’s stock valued at $1,475,000 after buying an additional 1,674 shares during the period.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Pre‑market commentary and newsflow showing modest gains in S&P‑500 futures and select big‑cap earnings helped lift VOO in early trading, supporting short‑term inflows into broad‑market ETFs. TipRanks 2/26
• Positive Sentiment: Similar pre‑market strength was noted the prior day as investors awaited AI‑sector catalysts and earnings, a dynamic that can prop up passive S&P‑tracking funds like VOO. TipRanks 2/25
• Neutral Sentiment: Market commentators and forecasters see a possible short‑term rally in U.S. indices, which could stabilize VOO if broad‑market buying continues; however, mixed futures and economic data keep upside uncertain. FXEmpire forecast
• Neutral Sentiment: Investor debate on the long‑term “S&P 500 and chill” passive approach highlights continued retail demand for low‑cost S&P exposure (supportive for VOO), but some younger investors are weighing more active or thematic bets — a mix that leaves flows uncertain. Yahoo — S&P and Chill
• Neutral Sentiment: Coverage comparing Vanguard’s S&P mutual fund share classes (VFIAX, VFINX) to ETFs underscores that VOO remains the low‑cost, liquid vehicle of choice for many investors — a structural positive but not an immediate price mover. Yahoo — VFIAX Yahoo — VFINX
• Negative Sentiment: A prominent write‑up flags VOO’s low distribution yield (~1.1%) and warns retirees that the ETF may not meet income needs — such narratives can drive rotation into higher‑yield products (bonds, dividend ETFs) and pressure VOO flows if income demand rises. 247WallSt — Yield Worries

Vanguard S&P 500 ETF Stock Performance

VOO stock opened at $633.95 on Friday. The stock’s 50 day simple moving average is $633.15 and its 200 day simple moving average is $619.12. The company has a market cap of $848.36 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $641.81.

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.