Vanguard S&P 500 ETF Sees Strong Fund Flows and Performance

Vanguard S&P 500 ETF ( $VOO ) has risen by 1.27% in the past week. It has experienced a 5-day net inflow of $2.7 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Microsoft has been actively making strategic changes in its AI chip development, aiming for simpler designs to compete with Nvidia. The company plans to launch the Maia 280 chip in 2027 and has successfully introduced the Cobalt CPU in 2024, reducing reliance on Intel and AMD. Despite recent layoffs affecting its Xbox game projects, Microsoft stock has increased by 1.33%, continuing its 18.52% year-to-date rally. Analysts maintain a Strong Buy consensus on MSFT stock, with a potential 5.38% upside.
• Nvidia Corporation is making significant strides in humanoid robotics, unveiling AEON in collaboration with Hexagon. CEO Jensen Huang sees robotics as a massive industry, with forecasts predicting substantial growth in Nvidia’s robotics and automotive division. Despite earlier challenges due to U.S. export restrictions to China, Nvidia’s stock has rebounded, rising 19% year-to-date. Analysts remain bullish, with a Strong Buy consensus and a 10.3% upside potential. Nvidia’s market cap is nearing $3.9 trillion, just shy of Microsoft’s peak valuation.
• Apple Inc has seen a mixed performance in China, with an 8% increase in iPhone sales in the second quarter, driven by strategic pricing and trade-in incentives. However, the company faces stiff competition from Huawei, which saw a 12% sales increase. Apple’s stock has declined by 12.7% over the past six months, with concerns over iPhone market saturation and lagging AI advancements. Despite these challenges, analysts maintain a Moderate Buy consensus on AAPL stock, with a 6% upside potential, supported by Apple’s strong ecosystem and high-margin services.