Vanguard S&P 500 ETF Sees Strong Gains and Inflows

Vanguard S&P 500 ETF ( $VOO ) has risen by 3.13% in the past week. It has experienced a 5-day net inflow of $7.66 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation spent the week at the center of the AI trade debate, as “Big Short” investor Michael Burry disclosed larger long‑dated put positions, signaling worries that the stock’s huge rally has stretched valuations. At the same time, Nvidia tightened its AI supply chain with a $2 billion investment and multibillion‑dollar purchase agreement with Lumentum, effectively locking in scarce photonics components through 2028 and underlining both demand strength and execution risk.
• Apple Inc remained a relative safe haven in smartphones, lifting shipments 5% in a quarter when global volumes fell 6% on war‑related uncertainty and memory shortages, and capturing a 21% market share thanks to strong iPhone 17 demand and tight supply‑chain management. Despite rising competition from Apple Pay in fintech and cautious consumer sentiment, analysts keep a Moderate Buy rating on AAPL with price targets that imply mid‑teens upside as its premium positioning and integrated supply chain leave it largely insulated from the chip crunch.
• Microsoft shares are down about 23% year‑to‑date as investors digest a single‑quarter AI capex bill near $37.5 billion, slightly slower 39% Azure growth and fresh U.K. scrutiny of cloud licensing, but the sell‑off has pulled valuation down to roughly 23x forward earnings, below its five‑year average. Wall Street still sees the stock as a core AI play, highlighting a $625 billion revenue backlog, a Strong Buy consensus and about 56% implied upside, even as Microsoft trims low‑value Copilot uses, deepens high‑impact AI and quantum efforts, and courts gamers ahead of the next Xbox cycle.