Latest news with #VanguardS&P500
Business Insider
3 days ago
- Business
- Business Insider
After a 7% Dip Post-Q2, Let's Look at Who Owns Amazon Stock ($AMZN)
(AMZN) stock initially dropped more than 7% after its Q2 earnings report on August 1, though it has since recovered some of those losses. While the results beat Wall Street expectations, the stock slipped as concerns grew around slowing Amazon Web Services (AWS) growth and shrinking cloud margins. Still, shares remain up roughly 32% over the past year, supported by steady gains in retail and advertising. In Q2, Amazon reported a 13% year-over-year revenue increase to $167.7 billion, while earnings per share came in at $1.68, well above the $1.33 consensus estimate. With the stock back in focus, now is a good time to take a closer look at who owns Amazon shares. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Now, according to TipRanks' ownership page, public companies and individual investors own 48.36% of AMZN. They are followed by mutual funds, ETFs, insiders, and other institutional investors at 19.41%, 18.35%, 10.13%, and 0.24%, respectively. Digging Deeper into Amazon's Ownership Structure Looking closely at top shareholders, Jeffrey P. Bezos owns the highest stake in AMZN at 10.10%. Next up is Vanguard, which holds a 7.12% stake in the company. Among the top ETF holders, the Vanguard Total Stock Market ETF (VTI) owns a 2.89% stake in AMZN stock, followed by the Vanguard S&P 500 ETF (VOO), with a 2.53% stake. Moving to mutual funds, Vanguard Index Funds holds about 6.25% of Amazon. Meanwhile, Fidelity Concord Street Trust owns 1.55% of the company. Is Amazon Stock a Buy, Sell, or Hold? Overall, Wall Street has a Strong Buy consensus rating on Amazon stock based on 43 Buys versus one Hold recommendation. The average AMZN stock price target of $264.21 indicates 23.61% upside potential from current levels.
Business Insider
02-08-2025
- Business
- Business Insider
With UnitedHealth Group (UNH) Stock Down Over 50%, Let's Look at Who Owns It
UnitedHealth Group (UNH) has had a rough ride in 2025. The stock is down over 56% year-to-date, hit by rising medical costs, a DOJ probe, executive changes, and now disappointing Q2 results. The company recently posted adjusted earnings per share of $4.08 on $111.6 billion in revenue, narrowly beating the revenue forecast but missing the EPS consensus of around $4.45. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Still, the company reaffirmed its full-year guidance and provided more clarity on its 2025–2026 outlook, prompting mixed reactions from analysts. For instance, analyst Lance Wilkes from Bernstein remains optimistic, citing UnitedHealth's strong market position and potential rebound in Medicare Advantage trends. In contrast, BofA analyst Kevin Fischbeck is more cautious, due to concerns over the company's slower growth pace. With the stock in focus, now's a good time to take a closer look at who actually owns UNH shares. Now, according to TipRanks' ownership page, public companies and individual investors own 45.60% of UNH. They are followed by mutual funds, ETFs, other institutional investors, and insiders at 28.84%, 23.20%, 2.19%, and 0.18%, respectively. Digging Deeper into UnitedHealth Group's Ownership Structure Looking closely at top shareholders, Vanguard owns the highest stake in UNH at 8.89%. Next up is Vanguard Index Funds, which holds a 7.03% stake in the company. Among the top ETF holders, the Vanguard Total Stock Market ETF (VTI) owns a 3.22% stake in UNH stock, followed by the Vanguard S&P 500 ETF (VOO), with a 2.84% stake. Moving to mutual funds, Vanguard Index Funds holds about 7.03% of UNH. Meanwhile, Fidelity Concord Street Trust owns 1.72% of the company. Is UNH a Good Buy Now? Turning to Wall Street, UNH stock has a Moderate Buy consensus rating based on 18 Buys, three Holds, and two Sells assigned in the last three months. At $321.76, the average UnitedHealth stock price target implies a 28.93% upside potential.
Yahoo
24-07-2025
- Business
- Yahoo
2 Vanguard ETFs That Can Turn $400 per Month Into Over $1.7 Million
Key Points The Vanguard S&P 500 ETF provides investors with exposure to the world's largest companies across every major industry sector. The Vanguard Dividend Appreciation ETF complements growth-oriented investments with a mix of value stocks and reliable dividend income. Both of these funds offer inexpensive management fees and can help turn small monthly contributions into millions over a long-term time horizon. 10 stocks we like better than Vanguard S&P 500 ETF › A common misconception about creating wealth is that you need to be an expert stock picker. While investing in individual companies can indeed generate significant savings, there are many other ways an investor can benefit from the appreciation of the stock market. One such way is through exchange-traded funds (ETFs). ETFs represent a basket of stocks and provide investors with passive exposure to specific industries or themes. Below, I'll detail two Vanguard ETFs that can help investors become millionaires while barely lifting a finger. 1. Vanguard S&P 500 ETF While Warren Buffett is primarily known for his successful stock picking abilities, the famous investor often expresses that most investors should simply buy into the S&P 500 index. While this sounds nice in theory, how can you actually do that? Well, the Vanguard S&P 500 ETF (NYSEMKT: VOO) has you covered. This fund provides investors with passive exposure to the companies that comprise the S&P 500. Not only does this help investors achieve a high degree of diversification, but it also mitigates downside risk as industries respond to news and economic shifts in different ways. One thing that makes this Vanguard ETF different than other S&P 500-themed funds is that it is weighted by market cap. This means that the companies with the largest market caps -- such as Nvidia, Microsoft, Apple, Berkshire Hathaway, or Eli Lilly -- have more of an influence on the fund's price movements relative to smaller companies. Per the graph above, the Vanguard S&P 500 ETF has generated a total return of 647% since its inception in 2010. This equates to 14.5% annually. Assuming these returns keep up, a $200 monthly investment can grow significantly over the course of a long-term time horizon. Timeline Long-Term Savings 10 Years $53,400 20 Years $279,078 30 Years $1,232,848 Calculations by author via 2. Vanguard Dividend Appreciation ETF The Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) is made up of companies that have increased their dividend payments over 10 years or more. This is important to understand, as inclusion in the index isn't guaranteed simply by offering a juicy dividend yield. Instead, members of the VIG index are companies that have proven to sustain their dividend payments while having the financial flexibility to increase them over time. I see this fund as a great complement to VOO since it offers a unique mix of growth and value stocks that serve as reliable sources of dividend income such as Visa, Broadcom, and Walmart. The fund's annual return since inception hovers right around 10%, which is slightly better than the long-run average return of the S&P 500 index. Assuming these returns keep up, a $200 monthly contribution can grow to roughly $450,000 over the course of 30 years. Keep these ideas in mind An important factor to consider when choosing an ETF is the expense ratio. With expense ratios of 0.03% and 0.05% for VOO and VIG, respectively, investors are paying less than $1 per $1,000 invested. While VOO and VIG can help make you a millionaire, it's important that investors consistently contribute to their positions on a frequent basis. Moreover, it's equally important to remember that building a seven-figure savings can take decades. The more important idea explored in this piece is that building wealth takes time, discipline, and patience. All told, I see both of these Vanguard funds as low-cost and low-effort ways to generate significant wealth. Should you invest $1,000 in Vanguard S&P 500 ETF right now? Before you buy stock in Vanguard S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Vanguard S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $665,092!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,477!* Now, it's worth noting Stock Advisor's total average return is 1,055% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Adam Spatacco has positions in Apple, Eli Lilly, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Microsoft, Nvidia, Vanguard Dividend Appreciation ETF, Vanguard S&P 500 ETF, Visa, and Walmart. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 2 Vanguard ETFs That Can Turn $400 per Month Into Over $1.7 Million was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-07-2025
- Business
- Yahoo
Want $1 Million in Retirement? 4 Simple Index Funds to Buy and Hold for Decades
Key Points U.S. large caps as a whole are reliable, but not necessarily the best, long-term performers. There's one sector in particular you can safely make a point of overweighting. Deglobalization is slowly but surely restoring the need for one category of stocks. 10 stocks we like better than Vanguard S&P 500 ETF › Picking stocks can be a lot of fun. But it can also be constant work. The irony? The more active a portfolio is, the higher the odds of it underperforming. Something simpler and far more passive like buying and holding exchange-traded funds (ETFs) for the long haul is far more likely to build real wealth. To this end, if you're ready to make such a strategic shift, here's a rundown of four complementary index ETFs that could make you a millionaire. You just need to be willing and able to leave them alone long enough to let them. Start with the basics It should come as no surprise that this list starts with ETFs meant to mirror the S&P 500. It's the quintessential buy-and-hold equity investment. After all, this index reflects about 80% of the U.S. stock market's collective market capitalization and boasts a long-term average annual gain of about 10%. The SPDR S&P 500 ETF Trust (NYSEMKT: SPY) or the Vanguard S&P 500 ETF (NYSEMKT: VOO) are your easiest and most liquid choices here. Vanguard's version of the index fund is technically cheaper to own with an annual expense ratio of only 0.03%. But both are a cost-effective enough way of plugging into the index's long-term upside. You can afford to be a little speculative Exchange-traded funds don't exactly lend themselves to speculation -- at least not in the same way that investors speculate on individual stocks. But that doesn't mean you can't successfully use strategic exposure to certain kinds of ETFs. You could deliberately hold an oversized stake in the technology sector via the Technology Select Sector SPDR Fund (NYSEMKT: XLK) or a similar fund. After all, just as they have for the past three decades, technology companies are likely to introduce the most game-changing and lucrative innovations for the next 30 years. But wouldn't the popular Invesco QQQ Trust (NASDAQ: QQQ) do the job just as well, if not better? Maybe, but not necessarily. While it is true that the underlying Nasdaq-100 includes many of the market's best-performing technology tickers of the past several years (like Nvidia, Microsoft, and Apple), this may not always be the case. Remember, the Nasdaq-100 isn't inherently meant to be a technology index -- it just so happens that most of the market's top tech names right now are Nasdaq listings. As time marches on and new companies grow bigger than the market's biggest players right now, these new titans might not be technology outfits, or even Nasdaq-listed names! They could be listed on the New York Stock Exchange instead. Since the Technology Select Sector SPDR Fund is specifically built to reflect the performance of the S&P 500's technology stocks, though, you'll be plugged into the tech sector no matter where these tickers are listed. While the Invesco QQQ Trust has produced some amazing gains since its launch back in 1999, it has also missed out on many technology companies' growth that got them there in the first place. By including the smaller tech names found within the S&P 500, you'll be invested at key periods of their growth. You need international stocks more than you have in a long, long time Do you really need to own foreign stocks? It's a prudent question to begin asking again. International stocks were considered a must-have well before and a little after the turn of the century. Since then, though, so many U.S. companies have performed so consistently well and become so international on their own, there's been no meaningful benefit in specifically adding foreign exposure to your portfolio. But now that pendulum seems to be swinging back in the other direction. With most nations starting to back off on their pro-international trade policies and refocusing more on domestic trade, we're seeing foreign nations and regions' economies -- and stock markets -- start to perform independently of U.S. stocks. And in many cases, they're performing better than their U.S. counterparts. The Organization for Economic Co-operation and Development, for instance, believes worldwide GDP growth averages will roll in at 2.9% this year and next. The United States' GDP is expected to grow by only 1.6% this year, however, before slowing to a growth pace of 1.5% next year. In this vein, foreign stocks have easily outperformed U.S. stocks so far this year largely because of these disparate outlooks. Sure, the domestic economy might perk up in the foreseeable future. Or it might not. That's the point -- nobody knows. We only know enough to know a stake in something like the iShares Core MSCI EAFE ETF (NYSEMKT: IEFA) is a smart way of curbing some of the risk of betting on a less-than-certain U.S. economy. Better than U.S. large caps Finally, if you want your best shot at becoming a millionaire using ETFs at the core of your portfolio, add an often-overlooked dimension to your holdings. That is, make a point of buying more U.S. mid-cap stocks. The Vanguard Mid-Cap ETF (NYSEMKT: VO) meant to mirror the performance of the CRSP US Mid Cap Index will do the job nicely. Does it really matter? Actually, it does. Given enough time, mid-cap stocks significantly outperform their large-cap counterparts. The S&P 400 Mid Cap Index, in fact, has nearly doubled the performance of the S&P 500 since the beginning of this century. What gives? Mid-cap names are often in their sweet spot of growth -- past their wobbly start-up years, but not yet in their prime. Sometimes mid-cap companies are recent spinoffs from large-cap outfits that recognize the entity in question would be more valuable as a stand-alone company. Whatever the case, these names clearly pay off in the long run. The only downside to consider here is that while these names collectively produce stronger gains, they also dish out for more volatility than large-cap stocks. You'll need to mentally plan on holding this mid-cap ETF for decades just to make these big swings bearable in the meantime. Should you invest $1,000 in Vanguard S&P 500 ETF right now? Before you buy stock in Vanguard S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Vanguard S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,149!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,060,406!* Now, it's worth noting Stock Advisor's total average return is 1,072% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Microsoft, Nvidia, Vanguard Index Funds-Vanguard Mid-Cap ETF, and Vanguard S&P 500 ETF. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Want $1 Million in Retirement? 4 Simple Index Funds to Buy and Hold for Decades was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
USA Today
07-07-2025
- Business
- USA Today
How investing $50,000 in the S&P 500 can make you a millionaire by retirement
If you're an investor who just wants to put money into the stock market today and forget about it, the S&P 500 index can help you generate some terrific returns. The broad index tracks the leading stocks on U.S. exchanges and can give you broad, comprehensive exposure to the overall market without investing in small or risky companies. You have probably heard that investing in the market and perhaps the index has historically been a good move. But how good could its future gains be, and could investing $50,000 into an exchange-traded fund (ETF) that tracks the S&P 500 create a portfolio worth at least $1 million by the time you retire? Let's take a look. Compounded returns can add up significantly over the years Historically, the S&P 500 has generated annual returns of around 10%. That may not seem like much if your goal is to generate significant growth. But this is where patience can pay off richly. Let's assume you invest in the market and your average annual return is 10% over 10 years. By then, your investment will have more than doubled and be worth around 2.6 times its original value. And let's say you hold on for even longer -- 25 years. If you still end up averaging a 10% annual return, your portfolio will have grown to 10.8 times its original value. This is why over the long term, anyone can conceivably amass significant returns, regardless of their investing abilities. There's no secret to it: Investing in an exchange-traded fund (ETF) like the Vanguard S&P 500 ETF (NYSEMKT: VOO), which tracks the broad index, can be a great long-term strategy that yields impressive results. ^SPX data by YCharts. Projecting S&P 500 returns over the long run Rather than trying to guess what rate the S&P 500 will grow at in the future, I've created a table showing you a range of possibilities, with annual returns between 8% and 12%, using a $50,000 investment in the Vanguard S&P 500 ETF or similar ETF over at least 25 years. This can allow you to see both a worst-case scenario (the investment underperforms the S&P's historical average) and a best-case scenario (it does far better than usual). Calculations and table by author. While it is possible to get to $1 million from investing $50,000 into an S&P 500 ETF today, if the market underperforms, it could take 35 years or more to reach that milestone. The biggest unknown and most difficult variable to account for is the growth rate, which has a massive impact on your gains, as you can see from the table above. Why investing in the Vanguard S&P 500 ETF can be a great move By investing in the Vanguard S&P 500 ETF (or a similar fund), you will have a solid pillar upon which to build your portfolio. You can make smaller investments into other stocks, but if you have the bulk of your money in an investment with exposure to the S&P 500 index, that can give you a lot of long-term stability. And even if you're not confident about how the market will do in the long run, odds are you'll still be better off sticking with an ETF like this. Many fund managers struggle to outperform the index. And as confident as you may be about your stock-picking abilities, when deploying a buy-and-hold strategy for retirement that may span decades, it can be a lot easier and less risky to simply put that money into an ETF that tracks the S&P 500. David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Vanguard S&P 500 ETF. The Motley Fool has a disclosure policy. The Motley Fool is a USA TODAY content partner offering financial news, analysis and commentary designed to help people take control of their financial lives. Its content is produced independently of USA TODAY. Should you invest $1,000 in Vanguard S&P 500 ETF right now? Offer from the Motley Fool: Before you buy stock in Vanguard S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider whenNetflixmade this list on December 17, 2004... if you invested $1,000 at the time of our recommendation,you'd have $660,821!* Or when Nvidiamade this list on April 15, 2005... if you invested $1,000 at the time of our recommendation,you'd have $886,880!* Now, it's worth notingStock Advisor's total average return is791% — a market-crushing outperformance compared to174%for the S&P 500. Don't miss out on the latest top 10 list, available when you joinStock Advisor. See the 10 stocks »
