Evanson Asset Management LLC Boosts Stake in Vanguard S&P 500 ETF $VOO

Evanson Asset Management LLC grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 9.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 48,228 shares of the company’s stock after acquiring an additional 4,200 shares during the quarter. Vanguard S&P 500 ETF comprises 1.7% of Evanson Asset Management LLC’s portfolio, making the stock its 17th biggest position. Evanson Asset Management LLC’s holdings in Vanguard S&P 500 ETF were worth $30,246,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. West Paces Advisors Inc. increased its holdings in Vanguard S&P 500 ETF by 1.8% in the 3rd quarter. West Paces Advisors Inc. now owns 107,636 shares of the company’s stock valued at $65,914,000 after purchasing an additional 1,900 shares in the last quarter. Compass Wealth Management LLC purchased a new stake in shares of Vanguard S&P 500 ETF in the third quarter worth about $27,782,000. Calamos Wealth Management LLC grew its stake in shares of Vanguard S&P 500 ETF by 41.2% in the third quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock valued at $7,260,000 after buying an additional 3,459 shares in the last quarter. Certified Advisory Corp raised its stake in shares of Vanguard S&P 500 ETF by 37.4% during the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock valued at $15,984,000 after purchasing an additional 7,110 shares during the period. Finally, Cambridge Capital Management LLC lifted its position in shares of Vanguard S&P 500 ETF by 21.5% during the third 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.

Key Headlines Impacting Vanguard S&P 500 ETF

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

• Positive Sentiment: Geopolitical optimism around a possible Iran–US ceasefire is pushing US indices higher and supporting VOO’s gains. S&P 500: US Indices Rally Today as Iran Ceasefire Optimism Sweeps the Market
• Positive Sentiment: Early-market rally tied to a drop in interest-rate expectations is lifting broad indices and cyclical/long-duration assets, benefiting VOO. NASDAQ 100 Index, Dow Jones 30 and S&P 500 Forecasts – US Indices Rallying Early on Rates Drop
• Positive Sentiment: Technical analysts see a countertrend rally for the S&P 500 (targeting ~6900), which supports ETF inflows into large-cap S&P exposure. Is the S&P 500’s Countertrend Rally Underway?
• Positive Sentiment: Barclays raised its 2026 year-end S&P 500 target to 7,650, citing strong corporate earnings — a bullish signal for long-term index exposure such as VOO. Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks
• Neutral Sentiment: Advice from some investors to “temper your expectations” for VOO signals caution after recent losses and a modest recovery this week; implies limited upside without clearer macro confirmation. ‘Temper Your Expectations,’ Says Investor About Vanguard S&P 500 ETF (VOO)
• Neutral Sentiment: Short interest in VOO jumped ~68% in March to ~7.28M shares (≈0.5% of shares), which increases the potential for sharp moves but days-to-cover remains low. (Internal short-interest report)
• Negative Sentiment: Warnings that the AI/software rally may be topping add downside risk to the tech-heavy S&P 500 weightings inside VOO. Has the AI Bubble Burst Already? Why This Economist Says the S&P 500 Peak Has Passed.
• Negative Sentiment: Macro and commodity-driven stress — oil rallies and Middle East uncertainty — pushed the S&P to a six-month low last week and continues to cap upside for VOO. S&P 500 Snapshot: Index Falls to 6-Month Low
• Negative Sentiment: Ceasefire hopes have proven fragile — waves of optimism and disappointment (and related futures volatility) can quickly reverse gains in VOO. S&P 500 Falls As Trump’s Ceasefire Hopes Dim: Fear & Greed Index Remains In ‘Extreme Fear’ Zone

Vanguard S&P 500 ETF Trading Up 0.5%

Shares of VOO stock opened at $605.66 on Thursday. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month high of $641.81. The company has a market capitalization of $810.51 billion, a PE ratio of 24.97 and a beta of 1.00. The firm has a fifty day simple moving average of $626.80 and a 200-day simple moving average of $622.63.

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.