Rolek Wealth Management LLC Acquires 4,550 Shares of Vanguard S&P 500 ETF $VOO

Rolek Wealth Management LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 110,232 shares of the company’s stock after acquiring an additional 4,550 shares during the quarter. Vanguard S&P 500 ETF comprises 41.0% of Rolek Wealth Management LLC’s portfolio, making the stock its largest position. Rolek Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $77,257,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of VOO. Magnus Financial Group LLC grew its holdings in Vanguard S&P 500 ETF by 17.1% during the 3rd quarter. Magnus Financial Group LLC now owns 25,050 shares of the company’s stock worth $17,557,000 after acquiring an additional 3,658 shares during the period. Piedmont Capital Management LLC NC lifted its stake in shares of Vanguard S&P 500 ETF by 2.9% in the 3rd quarter. Piedmont Capital Management LLC NC now owns 37,994 shares of the company’s stock valued at $26,629,000 after purchasing an additional 1,070 shares during the period. White Lighthouse Investment Management Inc. boosted its position in shares of Vanguard S&P 500 ETF by 1.6% in the 3rd quarter. White Lighthouse Investment Management Inc. now owns 18,755 shares of the company’s stock worth $13,145,000 after purchasing an additional 289 shares during the last quarter. Kings Path Partners LLC bought a new position in shares of Vanguard S&P 500 ETF in the 3rd quarter worth $224,000. Finally, AMG Asset Management Group Inc. grew its stake in shares of Vanguard S&P 500 ETF by 1.9% during the third quarter. AMG Asset Management Group Inc. now owns 36,056 shares of the company’s stock worth $25,270,000 after purchasing an additional 684 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: Some strategists remain bullish on the broader market. Goldman Sachs reportedly sees the S&P 500 reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager identified potential long-term support from AI, energy and longevity themes. Goldman Sachs S&P 500 forecast
• Positive Sentiment: VOO continues to be presented as a low-cost, diversified way to own leading U.S. companies across major sectors, including as a potential long-term holding through a recession. VOO recession investment article

Vanguard S&P 500 ETF Price Performance

Shares of VOO stock opened at $698.58 on Friday. The stock has a market cap of $1.03 trillion, a PE ratio of 24.97 and a beta of 1.00. The stock has a 50-day moving average of $705.87 and a 200-day moving average of $687.57. Vanguard S&P 500 ETF has a one year low of $578.46 and a one year high of $718.47.

Vanguard S&P 500 ETF Company 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.