Roth Financial Partners LLC Sells 801 Shares of Vanguard S&P 500 ETF $VOO

Roth Financial Partners LLC reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 22,785 shares of the company’s stock after selling 801 shares during the quarter. Vanguard S&P 500 ETF comprises 5.2% of Roth Financial Partners LLC’s portfolio, making the stock its 6th biggest holding. Roth Financial Partners LLC’s holdings in Vanguard S&P 500 ETF were worth $15,969,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bill Few Associates Inc. grew its position in shares of Vanguard S&P 500 ETF by 30.4% during the 2nd quarter. Bill Few Associates Inc. now owns 13,143 shares of the company’s stock worth $9,026,000 after buying an additional 3,064 shares during the period. Glassman Wealth Services lifted its holdings in Vanguard S&P 500 ETF by 1.0% in the first quarter. Glassman Wealth Services now owns 288,044 shares of the company’s stock valued at $172,121,000 after buying an additional 2,991 shares during the period. Fullerton Fund Management Co Ltd. acquired a new position in Vanguard S&P 500 ETF in the fourth quarter valued at approximately $5,677,000. Motley Fool Wealth Management LLC boosted its stake 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 acquiring an additional 22,658 shares during the last quarter. Finally, Park National Corp OH grew its holdings in Vanguard S&P 500 ETF by 823.6% during the 3rd quarter. Park National Corp OH now owns 193,537 shares of the company’s stock worth $135,642,000 after acquiring an additional 172,583 shares during the period.

Vanguard S&P 500 ETF News Summary

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

• Positive Sentiment: The S&P 500 surpassed its August peak and demonstrated resilience despite the Iran-related oil shock, higher borrowing costs and the Federal Reserve’s first rate hike. This supports VOO by signaling continued investor demand for large-cap U.S. equities. Chart: A look at the S&P 500’s remarkable and defiant trip a new record
• Positive Sentiment: Technology shares, including AI-related companies, helped lift the S&P 500 and Nasdaq to record closing levels. Treasury yields also eased from multi-year highs, reducing pressure on equity valuations and making growth stocks more attractive. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
• Positive Sentiment: Recent commentary continues to favor VOO as a long-term core holding because its low-cost S&P 500 exposure emphasizes established, profitable companies and is less concentrated and volatile than technology-heavy alternatives such as QQQ. Why I’d Choose VOO Over QQQ For The Next 20 Years
• Neutral Sentiment: VOO reached a new 12-month high, reinforcing its strong momentum, although the report primarily describes the move rather than identifying a new fundamental catalyst. Vanguard S&P 500 ETF Hits New 12-Month High
• Negative Sentiment: Some megacap stocks that have driven the market’s advance appear overbought, raising the risk of profit-taking. Elevated valuations, geopolitical uncertainty, oil-price pressure and high interest rates remain potential headwinds for VOO.

Vanguard S&P 500 ETF Stock Performance

VOO traded up $3.88 during trading on Tuesday, reaching $716.20. 4,555,244 shares of the company’s stock were exchanged, compared to its average volume of 8,697,391. The company’s fifty day moving average price is $703.45 and its 200-day moving average price is $677.35. The firm has a market capitalization of $1.07 trillion, a PE ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a fifty-two week low of $578.46 and a fifty-two week high of $718.47.

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.