Evercore Wealth Management LLC Has $74.97 Million Position in Vanguard S&P 500 ETF $VOO

Evercore Wealth Management LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 15.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,464 shares of the company’s stock after purchasing an additional 16,815 shares during the period. Vanguard S&P 500 ETF makes up 1.2% of Evercore Wealth Management LLC’s portfolio, making the stock its 27th biggest position. Evercore Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $74,971,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Hibernia Wealth Partners LLC increased its position in shares of Vanguard S&P 500 ETF by 2.6% during the first quarter. Hibernia Wealth Partners LLC now owns 626 shares of the company’s stock worth $374,000 after acquiring an additional 16 shares in the last quarter. Midwest Heritage Bank FSB lifted its position in Vanguard S&P 500 ETF by 0.7% in the 4th quarter. Midwest Heritage Bank FSB now owns 2,553 shares of the company’s stock valued at $1,601,000 after acquiring an additional 17 shares in the last quarter. Clear Harbor Asset Management LLC boosted its stake in Vanguard S&P 500 ETF by 3.1% in the 4th quarter. Clear Harbor Asset Management LLC now owns 563 shares of the company’s stock worth $353,000 after purchasing an additional 17 shares during the period. Retirement Planning Group LLC NY boosted its stake in Vanguard S&P 500 ETF by 1.1% in the 1st quarter. Retirement Planning Group LLC NY now owns 1,552 shares of the company’s stock worth $928,000 after purchasing an additional 17 shares during the period. Finally, Cornerstone Advisory LLC increased its holdings in Vanguard S&P 500 ETF by 1.6% during the 4th quarter. Cornerstone Advisory LLC now owns 1,135 shares of the company’s stock worth $712,000 after purchasing an additional 18 shares in 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: Strong earnings expectations remain the primary tailwind for VOO. Corporate America is on track for record second-quarter profits, reinforcing optimism that earnings growth can support the S&P 500 near record levels. The S&P 500 Is On Track to Post Record Q2 Profits — But There’s a Catch
• Positive Sentiment: Continued investor interest in artificial intelligence, data-center construction and related power-grid investment is supporting several large-cap technology and industrial holdings within VOO. Inside the S&P 500 AI boom, industrials are getting as rich as tech stocks
• Neutral Sentiment: Investors are awaiting a pivotal week featuring major earnings reports, inflation data and a Federal Reserve interest-rate decision. These events could determine whether VOO’s recent strength continues. Top 3 catalysts for the S&P 500 and Nasdaq 100 indices this week
• Neutral Sentiment: VOO’s long-term investment case remains intact: the fund has historically compounded investor capital strongly since its 2010 launch, though its current valuation leaves performance increasingly dependent on sustained earnings growth. $10,000 Invested in Vanguard’s S&P 500 ETF at Its Launch Is Worth This Much Today
• Negative Sentiment: Semiconductor stocks remained under pressure, weighing on the Nasdaq and offsetting gains in other sectors. Because VOO includes major chip and technology companies, continued AI-trade volatility could restrain the ETF. Geopolitical tensions and tariff risks also add downside uncertainty. Dow rises as S&P 500 edges higher, chip stocks remain under pressure

Vanguard S&P 500 ETF Price Performance

VOO opened at $679.31 on Tuesday. The business’s 50-day moving average price is $685.27 and its two-hundred day moving average price is $651.72. Vanguard S&P 500 ETF has a 1 year low of $569.29 and a 1 year high of $699.15. The company has a market capitalization of $968.42 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.