Vanguard S&P 500 ETF Sees Mixed Performance Amid Strong Fund Flows

Vanguard S&P 500 ETF ( $VOO ) has fallen by 0.28% in the past week. It has experienced a 5-day net inflow of $40.47 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation is riding high on the wave of artificial intelligence, entering 2026 as the world’s most valuable company. The company reported a record revenue of $57 billion for fiscal Q3, a 62% increase year-over-year, driven by the demand for its Blackwell-generation GPUs. With a $500 billion backlog of orders for its upcoming Blackwell and Rubin chips, Nvidia is set for continued growth, extending into 2027. Despite concerns about a potential AI bubble, Nvidia’s stock has surged nearly 35% in 2025, with analysts predicting further gains. The company’s strategic position in the AI sector and robust order pipeline suggest a promising outlook for investors.
• Apple Inc is navigating a complex landscape of legal and legislative challenges. Recently, a U.S. appeals court partially reversed an earlier order requiring changes to its App Store, marking a partial victory in its ongoing legal battle with Epic Games. The court upheld a broader injunction, highlighting the regulatory hurdles Apple faces. Additionally, CEO Tim Cook has been engaging with U.S. lawmakers regarding the App Store Accountability Act, advocating for a less intrusive approach to online safety for minors. Despite these challenges, Apple remains a strong market player, with Wall Street analysts maintaining a Moderate Buy consensus on AAPL stock.
• Microsoft is making strides in artificial intelligence, despite a slight dip in its stock following a lackluster showing by its Xbox division at The Game Awards 2025. The company’s stock performance in 2025 has been largely driven by its AI advancements, with a 14.69% increase year-to-date. Microsoft is also addressing legal challenges related to AI, with several states’ Attorneys General raising concerns over AI-related issues. Nevertheless, Wall Street analysts maintain a positive outlook on Microsoft, with a consensus rating of ‘Moderate Buy’ and a projected stock price target suggesting a potential 31.78% upside.