Modern Wealth Management LLC Has $26.66 Million Holdings in Vanguard S&P 500 ETF $VOO

Modern Wealth Management LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 27.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 44,265 shares of the company’s stock after selling 16,611 shares during the quarter. Modern Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $26,661,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Curated Wealth Partners LLC raised its holdings in shares of Vanguard S&P 500 ETF by 12.7% in the 4th 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 in the last quarter. Red Door Wealth Management LLC grew its stake in shares of Vanguard S&P 500 ETF by 4.4% during the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock worth $22,116,000 after purchasing an additional 1,498 shares in the last quarter. Glassman Wealth Services grew its stake in shares of Vanguard S&P 500 ETF by 1.0% during the first quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock worth $172,121,000 after purchasing an additional 2,991 shares in the last quarter. Fullerton Fund Management Co Ltd. purchased a new position in Vanguard S&P 500 ETF in the fourth quarter valued at $5,677,000. Finally, Motley Fool Wealth Management LLC increased its holdings in Vanguard S&P 500 ETF by 89.9% in the fourth 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 during the last quarter.

Trending Headlines about Vanguard S&P 500 ETF

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

• Positive Sentiment: Several articles highlighted VOO as a smart long-term core holding, emphasizing its low cost, broad diversification, and exposure to leading mega-cap and AI-driven companies. A Smart Way to Invest $1,000 Right Now
• Positive Sentiment: Other commentary argued that it may still make sense to buy VOO even after recent market gains, reinforcing investor demand for the ETF as a long-term portfolio anchor. Is It Too Late to Buy the Vanguard S&P 500 ETF? Here’s What History Says.
• Positive Sentiment: ETF-focused coverage also described VOO as a large, popular, low-cost vehicle for S&P 500 exposure and a strong foundational holding for long-term wealth building. Supercharge VOO With 2 Low-Cost Vanguard ETFs
• Neutral Sentiment: Multiple articles were simply educational or promotional pieces about VOO’s role in a diversified portfolio, which support its investment case but do not point to an immediate catalyst. Should Vanguard 500 Index Fund ETF Shares (VOO) Be on Your Investing Radar?
• Negative Sentiment: The main near-term headwind is market-wide weakness: rising Treasury yields, higher oil prices, and a risk-off tone are pressuring the S&P 500, which directly drags on VOO because it tracks the index. S&P 500 Slides as Rising Treasury Yields Pressure Stocks
• Negative Sentiment: Another update noted that the S&P 500 selloff and higher volatility could continue if traders keep treating current levels as a “risk pivot,” adding pressure to broad equity ETFs like VOO. As the S&P 500 sells off, traders eye key ‘risk pivot’ level
• Negative Sentiment: Technical and macro commentary also pointed to elevated valuation concentration in the S&P 500, which raises caution for index investors if a few mega-cap stocks begin to weaken. This S&P 500 metric just surpassed Dot-com bubble peak

Vanguard S&P 500 ETF Price Performance

Vanguard S&P 500 ETF stock opened at $678.61 on Friday. The stock has a market cap of $967.42 billion, a PE ratio of 24.97 and a beta of 1.00. The stock’s fifty day moving average is $685.27 and its two-hundred day moving average is $651.09. Vanguard S&P 500 ETF has a 1-year low of $569.29 and a 1-year high of $699.15.

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.