Roger Wittlin Investment Advisory LLC Lowers Holdings in Vanguard S&P 500 ETF $VOO

Roger Wittlin Investment Advisory LLC trimmed its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 48.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,496 shares of the company’s stock after selling 1,394 shares during the period. Vanguard S&P 500 ETF comprises 0.7% of Roger Wittlin Investment Advisory LLC’s holdings, making the stock its 24th largest position. Roger Wittlin Investment Advisory LLC’s holdings in Vanguard S&P 500 ETF were worth $938,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of Vanguard S&P 500 ETF by 6.5% in the 4th quarter. Brighton Jones LLC now owns 34,524 shares of the company’s stock valued at $18,602,000 after purchasing an additional 2,112 shares during the period. Bison Wealth LLC grew its position in Vanguard S&P 500 ETF by 6.1% during the fourth quarter. Bison Wealth LLC now owns 4,790 shares of the company’s stock valued at $2,581,000 after buying an additional 277 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in Vanguard S&P 500 ETF in the first quarter valued at $87,000. Wellington Capital Management Inc. acquired a new position in shares of Vanguard S&P 500 ETF in the second quarter worth about $332,000. Finally, United Bank purchased a new stake in shares of Vanguard S&P 500 ETF during the 2nd quarter worth about $264,000.

Vanguard S&P 500 ETF News Summary

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 opened at $602.99 on Monday. Vanguard S&P 500 ETF has a 12 month low of $442.80 and a 12 month high of $641.81. The stock’s 50 day moving average is $621.50 and its two-hundred day moving average is $622.37. The firm has a market cap of $833.36 billion, a P/E ratio of 24.97 and a beta of 1.00.

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.