CWS Financial Advisors LLC Sells 1,036 Shares of Vanguard S&P 500 ETF $VOO

CWS Financial Advisors LLC reduced its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 2.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,193 shares of the company’s stock after selling 1,036 shares during the period. Vanguard S&P 500 ETF accounts for about 7.5% of CWS Financial Advisors LLC’s investment portfolio, making the stock its 2nd largest position. CWS Financial Advisors LLC’s holdings in Vanguard S&P 500 ETF were worth $27,715,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of VOO. Compass Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF in the third quarter valued at approximately $27,782,000. Curated Wealth Partners LLC raised its holdings in Vanguard S&P 500 ETF by 12.7% in the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock valued at $44,141,000 after buying an additional 7,931 shares during the period. Certified Advisory Corp raised its holdings in Vanguard S&P 500 ETF by 37.4% in the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock valued at $15,984,000 after buying an additional 7,110 shares during the period. Red Door Wealth Management LLC raised its holdings in Vanguard S&P 500 ETF by 4.4% in the fourth quarter. Red Door Wealth Management LLC now owns 35,266 shares of the company’s stock valued at $22,116,000 after buying an additional 1,498 shares during the period. Finally, First Citizens Bank & Trust Co. raised its holdings in Vanguard S&P 500 ETF by 4.0% in the third quarter. First Citizens Bank & Trust Co. now owns 49,191 shares of the company’s stock valued at $30,124,000 after buying an additional 1,886 shares during the period.

Trending Headlines about Vanguard S&P 500 ETF

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

• Positive Sentiment: U.S. stocks rebounded after a recent losing streak, with lower oil prices easing inflation concerns and supporting a better tone for the broader market. S&P 500 Rebounds Ahead Of Nvidia’s Print, Oil Sinks 5% On Iran Truce Hopes: Stock Market Today
• Positive Sentiment: Call buying has remained strong around the S&P 500, suggesting traders are still chasing upside momentum in large-cap U.S. equities. What the Call Buying Frenzy Means for the S&P 500
• Neutral Sentiment: Several articles highlighted VOO’s long-term performance versus other ETFs, reinforcing its appeal as a low-cost core holding, but these comparisons are unlikely to affect near-term trading. DIA and VOO Track Almost the Same Market Yet VOO Returned 318.99% While DIA Made 176.86% Over Ten Years
• Neutral Sentiment: Another note compared VOO with rival S&P 500 ETF IVV, showing only a tiny performance difference, which is more informational than market-moving. IVV Beat VOO by 10 Basis Points Last Year and Securities Lending Is the Reason Most Investors Miss
• Neutral Sentiment: Coverage suggesting other Vanguard ETFs may offer higher upside than VOO could attract some rotation, but it does not change VOO’s broad-market role. 3 Vanguard ETFs with 20%+ Upside That Could Crush VOO in 2026
• Negative Sentiment: Earlier weakness in the S&P 500 and softer investor sentiment weighed on VOO, as the ETF tracks the broad index and tends to mirror the market’s daily risk-on/risk-off tone. S&P 500 Falls For Third Straight Session: Investor Sentiment Weakens, Fear Index Remains In ‘Greed’ Zone

Vanguard S&P 500 ETF Stock Performance

NYSEARCA VOO opened at $681.57 on Thursday. Vanguard S&P 500 ETF has a one year low of $529.11 and a one year high of $689.10. The company’s 50 day moving average price is $636.04 and its 200 day moving average price is $631.16. The firm has a market capitalization of $931.91 billion, a price-to-earnings 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.