LM Advisors LLC Has $35.68 Million Holdings in Vanguard S&P 500 ETF $VOO

LM Advisors LLC decreased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 35.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,899 shares of the company’s stock after selling 31,618 shares during the period. Vanguard S&P 500 ETF comprises about 20.5% of LM Advisors LLC’s holdings, making the stock its largest holding. LM Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $35,683,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Nvest Wealth Strategies Inc. bought a new position in Vanguard S&P 500 ETF in the 4th quarter valued at approximately $26,000. Camelot Portfolios LLC bought a new position in Vanguard S&P 500 ETF in the 4th quarter valued at approximately $27,000. United Community Bank bought a new position in Vanguard S&P 500 ETF in the 4th quarter valued at approximately $27,000. Quattro Advisors LLC bought a new position in Vanguard S&P 500 ETF in the 4th quarter valued at approximately $27,000. Finally, Clear Investment Research LLC bought a new stake in shares of Vanguard S&P 500 ETF during the third quarter worth about $28,000.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Vanguard’s ETF business has overtaken iShares as the largest ETF provider, reinforcing investor confidence in the Vanguard franchise and the appeal of VOO as a flagship index fund. Vanguard Overtakes iShares as Largest ETF Provider in Historic Industry Shift
• Positive Sentiment: VOO was highlighted as the first ETF to hit $1 trillion in assets, a milestone that signals strong and persistent demand for the fund. The First Trillion-Dollar ETF Becomes The ‘Elon Musk’ Of Funds
• Positive Sentiment: Market commentary remains constructive on large-cap U.S. equities, with articles arguing that the S&P 500 can still deliver gains even at record highs, which supports demand for VOO. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
• Neutral Sentiment: Several pieces compared VOO with other S&P 500 or factor ETFs, but these are mostly informational and do not suggest an immediate change in fundamentals. VOO vs. SPY: Which S&P 500 ETF is The Better Bet?
• Neutral Sentiment: Some articles suggested lower-fee or factor-based alternatives to VOO, which may modestly pressure flows over time but are not a direct negative for the fund today. Forget VOO, This Fund Holds the Exact Same 500 Stocks for a 33% Lower Fee
• Negative Sentiment: Broader market uncertainty, including higher rate expectations and geopolitical tensions, could weigh on S&P 500 performance and temper upside for VOO if risk appetite fades. S&P500 Forecast: Tech Stocks Bounce as Iran Tensions Test Market Gains

Vanguard S&P 500 ETF Price Performance

Vanguard S&P 500 ETF stock opened at $681.95 on Friday. The business has a 50 day moving average of $663.80 and a 200-day moving average of $639.24. Vanguard S&P 500 ETF has a 1 year low of $545.75 and a 1 year high of $699.15. The company has a market capitalization of $932.43 billion, a P/E ratio of 24.97 and a beta of 1.00.

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.