Goldstein Advisors 13F: Cuts VOO Stake by $247K

Goldstein Advisors has cut its holdings in the Vanguard S&P 500 ETF (NYSEArca: VOO) by 50.1%, according to its latest Form 13F filing with the SEC. The firm sold 353 shares, bringing its total down to 351 shares, valued at $246,002 as of the reporting period ending on October 15, 2026.

What Changed in Goldstein Advisors' Vanguard S&P 500 ETF Position

Goldstein Advisors reduced its stake in the Vanguard S&P 500 ETF significantly, selling 353 shares to bring its total to 351 shares. This marks a 50.1% decrease in its position, reflecting a strategic adjustment or rebalancing of its portfolio.

Vanguard S&P 500 ETF Stock Down 0.9%

Shares of the Vanguard S&P 500 ETF were recently trading near their previous close of $701.78. The ETF has a market capitalization reflective of the broader S&P 500 index, with a P/E ratio of 25.1. Over the past year, the ETF's price has ranged from a low of $578.46 to a high of $716.39. Its 50-day moving average is $698.76, while the 200-day moving average stands at $659.08. The fund offers a dividend yield of 1.04%.

About Vanguard S&P 500 ETF

The Vanguard S&P 500 ETF, traded on NYSEArca, aims to mirror the performance of the S&P 500 Index. This index is a key benchmark for U.S. stock market performance, dominated by large-cap U.S. companies. The fund manager uses an indexing approach, investing in the same stocks as the index in similar proportions. Based in the United States, the ETF is non-diversified, focusing on holding a comprehensive and accurate representation of the S&P 500.

Bottom Line

Goldstein Advisors' decision to cut its stake in the Vanguard S&P 500 ETF by 50.1% is a notable move, reflecting potential changes in its investment strategy or market outlook. Investors often track such filings to gauge fund managers' sentiment and portfolio adjustments. It's important to remember that 13F filings are backward-looking and may not represent current positions.