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- Vanguard Long-Term Treasury ETF $VGLT Shares Newly Bought by Strata Wealth Advisors LLC
Strata Wealth Advisors LLC bought a new stake of 330,827 shares in Vanguard Long-Term Treasury ETF (NASDAQ: VGLT) in the third quarter, valued at about $16,588,000, according to an SEC filing. The position makes up 3.9% of the firm's portfolio, its 9th largest holding, and represents about 0.16% of the ETF. The article also lists other investors' recent changes, including Cornerstone Planning Group, which raised its stake by 1,010.9% in the first quarter to 611 shares. VGLT opened at $51.39 on Friday, with a one-year range of $49.29 to $58.44, a 50-day moving average of $51.86 and a 200-day moving average of $53.60. The passive fund tracks a market-weighted index of U.S. government bonds with maturities greater than 10 years.
- Vanguard S&P 500 ETF $VOO Stock Sold by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. reduced its Vanguard S&P 500 ETF stake by 37.5% in the third quarter, according to an SEC filing, now holding 2,686 shares after selling 1,612. The position is worth $1,883,000 and accounts for 3.1% of the firm’s portfolio, making VOO its third-largest holding. VOO opened at $707.43 on Thursday, with a $1.04 trillion market cap, a price-to-earnings ratio of 24.97, and a twelve-month range of $578.46 to $718.47. The article notes that Citi maintains a bullish scenario with a potential year-end S&P 500 level of 8,100, while a hot core CPI reading pushed Treasury yields higher and weighed on growth stocks.
- Vanguard S & P 500 ETF $VOO Stock : Union Savings Bank Boosts Stake
Union Savings Bank raised its stake in the Vanguard S&P 500 ETF (VOO) by 242.0% in the third quarter, according to its latest SEC filing. The institutional investor now holds 1,238 shares after buying 876 more, a position worth $868,000 at the end of the reporting period. VOO opened at $707.43 on Thursday, within a 1-year range of $578.46 to $718.47, with a market cap of $1.04 trillion. Citi maintained a bullish view, projecting the S&P 500 could reach 8,100 by year-end if currently weak market segments stabilize, while hot core CPI data pushed Treasury yields higher and weighed on growth stocks and chip shares.
- Invesco S & P 500 Momentum ETF $SPMO Holdings Decreased by HBW Advisory Services LLC
- VOO, VTI, SPY, or IVV? How These 4 Index Funds Differ
The four largest ETFs in the world, VOO, IVV, SPY and VTI, together manage about $3.5 trillion, but the article argues they are not fully interchangeable. VOO and IVV are nearly identical, both with a 0.03% expense ratio and very high liquidity, while SPY has the highest fee at 0.0945% but is the most liquid, trading over $30 billion daily mainly through large institutions. VTI covers roughly 3,500 U.S. stocks across all market caps, but because it is market-cap weighted, about 88% of its holdings overlap with the S&P 500. Over the past decade VTI has trailed VOO by roughly 0.6% annually, a gap the author thinks is unlikely to last indefinitely as small-caps could outperform.
- Vanguard's Growth ETF Has Returned About 18% a Year for a Decade. I'd Plan on Much Less Through 2030.
The Vanguard Morningstar Growth ETF (VUG) trades near $90, up about 10% this year and roughly 3% below its October 6 record close of $92.64. The fund has averaged about 18% annual returns, including reinvested dividends, over the past decade, but now trades at about 37 times the earnings of its holdings. Its top 10 holdings make up about 63% of assets, led by Nvidia at 12.6%, Apple at 11.7% and Alphabet at 10.3%, while the stocks have grown earnings about 32% a year over the past five years. The author forecasts earnings growth of about 15% a year and a P/E ratio falling to 30, which would take a $10,000 investment to roughly $15,000 by December 31, 2030, before dividends; if earnings grow 12% and the P/E drops to 28, the figure would be about $12,500.
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