Vanguard S&P 500 ETF $VOO Holdings Raised by BXM Wealth LLC

BXM Wealth LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 612.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 59,424 shares of the company’s stock after purchasing an additional 51,085 shares during the quarter. Vanguard S&P 500 ETF accounts for approximately 3.6% of BXM Wealth LLC’s portfolio, making the stock its 7th largest position. BXM Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $37,267,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. West Paces Advisors Inc. grew its stake 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 in the last quarter. Compass Wealth Management LLC acquired a new stake in shares of Vanguard S&P 500 ETF in the third quarter valued at $27,782,000. Calamos Wealth Management LLC raised 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 acquiring an additional 3,459 shares in the last quarter. Curated Wealth Partners LLC boosted its holdings in Vanguard S&P 500 ETF by 12.7% in the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after purchasing an additional 7,931 shares during the period. Finally, Certified Advisory Corp boosted its holdings in Vanguard S&P 500 ETF by 37.4% in 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.

Vanguard S&P 500 ETF Stock Performance

Shares of Vanguard S&P 500 ETF stock opened at $602.99 on Monday. The business has a 50-day simple moving average of $621.50 and a 200-day simple moving average of $622.37. Vanguard S&P 500 ETF has a one year low of $442.80 and a one year high of $641.81. The company has a market cap of $833.36 billion, a PE ratio of 24.97 and a beta of 1.00.

Key Headlines Impacting Vanguard S&P 500 ETF

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.

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.