High Net Worth Advisory Group LLC Raises Position in Vanguard S&P 500 ETF $VOO
by Jessica Moore · The Cerbat GemHigh Net Worth Advisory Group LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 46,178 shares of the company’s stock after buying an additional 1,574 shares during the quarter. Vanguard S&P 500 ETF accounts for about 6.7% of High Net Worth Advisory Group LLC’s holdings, making the stock its biggest holding. High Net Worth Advisory Group LLC’s holdings in Vanguard S&P 500 ETF were worth $28,960,000 as of its most recent SEC filing.
Several other large investors have also modified their holdings of VOO. West Paces Advisors Inc. raised its stake in Vanguard S&P 500 ETF by 1.8% during the third quarter. West Paces Advisors Inc. now owns 107,636 shares of the company’s stock worth $65,914,000 after acquiring an additional 1,900 shares during the period. Compass Wealth Management LLC acquired a new stake in Vanguard S&P 500 ETF during the third quarter worth about $27,782,000. Calamos Wealth Management LLC raised its stake in Vanguard S&P 500 ETF by 41.2% during the third quarter. Calamos Wealth Management LLC now owns 11,856 shares of the company’s stock worth $7,260,000 after acquiring an additional 3,459 shares during the period. Curated Wealth Partners LLC raised its stake in Vanguard S&P 500 ETF by 12.7% during the fourth quarter. Curated Wealth Partners LLC now owns 70,385 shares of the company’s stock worth $44,141,000 after acquiring an additional 7,931 shares during the period. Finally, Certified Advisory Corp raised its stake in Vanguard S&P 500 ETF by 37.4% during the third quarter. Certified Advisory Corp now owns 26,102 shares of the company’s stock worth $15,984,000 after acquiring an additional 7,110 shares during the period.
Vanguard S&P 500 ETF News Roundup
Here are the key news stories impacting Vanguard S&P 500 ETF this week:
- Positive Sentiment: Software-stock strength has powered the S&P 500 higher for an eight-session run, helping VOO recover losses tied to the Iran conflict and lifting index-level flows. Software Stock Rally Powers S&P 500 Through Hormuz-Blockade Tumult
- Positive Sentiment: Commentary argues that volatility spikes (VIX >30 in late March) followed by rapid normalization tend to drive long-term index buying — a narrative that supports continued inflows into VOO. The $1,000 Vanguard Portfolio: Core Holdings for Any Market
- Positive Sentiment: Several retail/investor pieces reinforce the case for broad-market ETFs over stock-picking and recommend regular S&P 500 investing, which supports medium-term demand for VOO. Is Buying a Single Index ETF Smarter Than Picking Individual Stocks?
- Neutral Sentiment: Low-volatility and dividend-focused ETFs are currently outperforming the S&P 500, creating competition for investor dollars and potentially diverting short-term flows away from plain-cap-weighted ETFs like VOO. Keep Calm and Carry On: This ETF is Cruising Past the S&P 500
- Negative Sentiment: Rising crude on renewed Iran tensions has pressured S&P futures and raises inflation/earnings concerns — a direct short-term headwind for VOO since higher oil tends to weigh on broader risk appetite. S&P 500: Futures Under Pressure As Crude Spike Hits Sentiment
- Negative Sentiment: Pre-market weakness and reporting noted VOO down in early trading tied to geopolitical headlines, signaling short-term volatility risk. Why Is Vanguard S&P 500 ETF (VOO) Down Today, 4-13-2026?
- Negative Sentiment: SEC filings show a few institutional managers trimmed VOO positions modestly (Cantor Fitzgerald, Bryant Woods), which could signal small rebalancing or profit-taking flows away from the ETF. Vanguard S&P 500 ETF $VOO Shares Sold by Cantor Fitzgerald Investment Advisors L.P.
Vanguard S&P 500 ETF Stock Up 1.0%
VOO opened at $630.72 on Tuesday. The firm has a market cap of $862.38 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a fifty-two week low of $467.33 and a fifty-two week high of $641.81. The company’s 50-day moving average price is $619.16 and its 200 day moving average price is $622.73.
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.
See Also
Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report).