Larry Mathis Financial Planning LLC Invests $5.22 Million in Vanguard S&P 500 ETF $VOO

Larry Mathis Financial Planning LLC acquired a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 8,325 shares of the company’s stock, valued at approximately $5,221,000. Vanguard S&P 500 ETF makes up 4.6% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 2nd largest holding.

Other large investors also recently added to or reduced their stakes in the company. Curated Wealth Partners LLC lifted its position in Vanguard S&P 500 ETF by 12.7% during 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 last quarter. Certified Advisory Corp grew its stake in Vanguard S&P 500 ETF by 37.4% in the 3rd quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after buying an additional 7,110 shares in the last quarter. Red Door Wealth Management LLC increased its holdings in shares of Vanguard S&P 500 ETF by 4.4% in the 4th quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after buying an additional 1,498 shares during the last quarter. Fullerton Fund Management Co Ltd. bought a new position in shares of Vanguard S&P 500 ETF in the 4th quarter worth $5,677,000. Finally, Motley Fool Wealth Management LLC raised its position in shares of Vanguard S&P 500 ETF by 89.9% during the 4th quarter. Motley Fool Wealth Management LLC now owns 47,848 shares of the company’s stock valued at $30,007,000 after buying an additional 22,658 shares in the last quarter.

Vanguard S&P 500 ETF Stock Performance

NYSEARCA VOO opened at $688.11 on Friday. Vanguard S&P 500 ETF has a 52-week low of $545.75 and a 52-week high of $699.15. The company has a market capitalization of $940.85 billion, a P/E ratio of 24.97 and a beta of 1.00. The company has a fifty day moving average of $671.84 and a 200-day moving average of $641.53.

More Vanguard S&P 500 ETF News

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

• Positive Sentiment: Articles continue to frame VOO as a durable, low-cost core holding, with Buffett-style index investing and broad diversification supporting investor demand. Warren Buffett Has Recommended This 1 Investment for Decades. History Says He’s Been Right Every Single Time.
• Positive Sentiment: Market commentary on the S&P 500 remains constructive, noting recent weekly gains that can support VOO’s performance as a direct tracker of the index. S&P 500 Snapshot: Peace Deal Overcomes Fed Jitters
• Neutral Sentiment: Some comparisons say other ETFs may offer better upside or income right now, which could pressure relative demand for VOO but does not change its core appeal as a broad-market fund. VOO vs. VOOG vs. VOOV — Which Vanguard ETF Offers the Highest Upside?
• Neutral Sentiment: Several articles argue VOO’s valuation is elevated and that its concentration in mega-cap tech could become a risk if market conditions shift. Is What’s Inside VOO Worth The Price On The Label?
• Negative Sentiment: Critics warn that VOO’s tech-heavy composition could be a liability in a prolonged high-inflation environment, raising concerns about near-term downside if leadership rotates away from growth stocks. VOO vs. SCHD: Which Is the Smarter Buy When Inflation Is Running Hot?

Vanguard S&P 500 ETF Company 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.