Valmark Advisers Inc. Grows Stock Position in Vanguard S&P 500 ETF $VOO

10 Jan 2026, 09:24 by Doug Wharley · The Cerbat Gem

Valmark Advisers Inc. grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.3% in the 3rd quarter, Holdings Channel reports. The fund owned 566,109 shares of the company’s stock after buying an additional 7,463 shares during the period. Vanguard S&P 500 ETF accounts for 4.5% of Valmark Advisers Inc.’s investment portfolio, making the stock its 5th largest holding. Valmark Advisers Inc.’s holdings in Vanguard S&P 500 ETF were worth $346,674,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Capital Wealth Alliance LLC grew its stake in Vanguard S&P 500 ETF by 1.9% in the second quarter. Capital Wealth Alliance LLC now owns 7,919 shares of the company’s stock worth $4,498,000 after purchasing an additional 148 shares during the period. West Paces Advisors Inc. boosted its holdings in shares of Vanguard S&P 500 ETF by 1.8% during the 3rd quarter. West Paces Advisors Inc. now owns 107,636 shares of the company’s stock valued at $65,914,000 after buying an additional 1,900 shares in the last quarter. Calamos Wealth Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF by 41.2% during the 3rd quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock valued at $7,260,000 after buying an additional 3,459 shares in the last quarter. Capital Advisors Wealth Management LLC grew its position in shares of Vanguard S&P 500 ETF by 228.1% in the 3rd quarter. Capital Advisors Wealth Management LLC now owns 2,408 shares of the company’s stock worth $1,475,000 after buying an additional 1,674 shares during the period. Finally, Fermata Advisors LLC increased its stake in shares of Vanguard S&P 500 ETF by 21.5% in the 3rd quarter. Fermata Advisors LLC now owns 15,139 shares of the company’s stock worth $9,271,000 after acquiring an additional 2,680 shares in the last quarter.

Key Headlines Impacting Vanguard S&P 500 ETF

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

Positive Sentiment: Jobs data came in softer-than-expected for gains but not weak enough to trigger recession fears; the market rallied as investors maintained Fed rate-cut expectations, supporting index-tracking funds like VOO. Stock Market Live January 9: Job Gains Disappoint, S&P 500 (VOO) Rises Anyway
Positive Sentiment: Broad markets hit record highs (S&P 500, Russell 2000), reflecting strong breadth that benefits passive ETFs like VOO. Continued risk-on flows help push the fund higher. S&P 500, Russell 2000 Soar To Record Highs
Positive Sentiment: Geopolitical developments (U.S. capture of Venezuelan leader) boosted defense and energy names earlier in the week, contributing to index gains that flow through to VOO. Dow, S&P 500 Log Records During First Full Week of 2026
Positive Sentiment: Technical analysis shows the S&P 500 in a sustained bullish wave with upside targets well above current levels, supporting continued investor optimism for index exposure. S&P 500 Holds Its Bullish Pattern as the Elliott Waves Forecast 7300+
Neutral Sentiment: Daily pre-market updates show small swings in VOO (up modestly in morning checks), reflecting that intraday moves are tracking index futures rather than fund‑specific catalysts. Vanguard S&P 500 ETF (VOO) Daily Update, 1-9-2026
Neutral Sentiment: Market commentary and year‑end chart reviews highlight structural trends and valuations that matter to long-term VOO holders but are less likely to drive immediate price swings. Top 10 Charts of 2025
Negative Sentiment: Political rhetoric (e.g., criticism of big business) earlier in the week briefly pressured equities and caused VOO to dip; such headlines can increase volatility for large-cap index funds. Stock Market Live January 8: Trump Criticizes Big Business, S&P 500 (VOO) Falls

Vanguard S&P 500 ETF Stock Performance

Shares of VOO opened at $638.31 on Friday. The firm’s 50-day simple moving average is $625.36 and its two-hundred day simple moving average is $605.38. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $639.44. The stock has a market cap of $854.20 billion, a PE ratio of 24.97 and a beta of 1.00.

About Vanguard S&P 500 ETF

(Free Report)

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.

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