Letters by company

Vanguard S&P 500 ETF

1 letter discussing VOO. Everything written about it on this site is on its ticker page.

QuantStreet Capital July 2026 Update QuantStreet Capital shifted portfolios toward Vanguard Value ETF exposure as valuation models flagged expensive technology, software, communications and broad-equity sectors. It argues that traditional-economy companies may benefit from AI-driven productivity gains with a lag, while also considering alternatives and 351 ETF exchanges for suitable clients. June 2026 QQQ $286B