Compound Planning Inc. Cuts Position in Vanguard S&P 500 ETF $VOO

Compound Planning Inc. trimmed its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 66.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 28,089 shares of the company’s stock after selling 56,358 shares during the period. Compound Planning Inc.’s holdings in Vanguard S&P 500 ETF were worth $16,784,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in VOO. Curated Wealth Partners LLC boosted its stake 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 buying an additional 1,498 shares during the last quarter. Glassman Wealth Services increased its holdings 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 buying an additional 2,991 shares in the last quarter. Fullerton Fund Management Co Ltd. bought a new position in shares of Vanguard S&P 500 ETF in the 4th quarter valued at $5,677,000. Finally, Motley Fool Wealth Management LLC lifted its stake in shares of Vanguard S&P 500 ETF by 89.9% in the 4th 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.

Vanguard S&P 500 ETF Stock Down 1.2%

NYSEARCA VOO opened at $678.61 on Friday. The company has a market cap of $967.42 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a twelve month low of $569.29 and a twelve month high of $699.15. The business’s fifty day moving average is $685.27 and its 200 day moving average is $651.09.

Key Stories Impacting 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 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.