Vanguard Index Funds - Vanguard S&P 500 ETF
US ˙ ARCA ˙ US9229083632

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionSfmg, Llc
Latest Disclosed Ownership6,962 shares
Latest Disclosed Value $ 4,160,344
Sfmg, Llc reports 5.40% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 6,962 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $4,160,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,605 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 5.40% during the quarter. The current value of the position is $4,720,236 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,962 357 5.40 4,160 0.46 0.2817
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,605 82 1.26 4,142 3.68 0.2777
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,523 294 4.72 3,995 12.89 0.2769
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,229 245 4.09 3,538 15.06 0.2656
2025-05-09 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,984 348 6.17 3,075 1.28 0.2427
2025-02-11 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,636 56 1.00 3,037 3.13 0.2394
2024-11-25 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,580 -126 -2.21 2,944 3.19 0.2387
2024-08-14 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,706 1,208 26.86 2,854 31.96 0.2481
2024-05-07 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,498 149 3.43 2,162 13.85 0.1859
2024-01-30 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,349 406 10.30 1,900 22.67 0.1760
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,943 117 3.06 1,548 -0.64 0.1591
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,826 -210 -5.20 1,558 2.70 0.1603
2023-05-01 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,036 5 0.12 1,518 7.13 0.1635
2023-01-25 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,031 -465 -10.34 1,416 -3.87 0.1572
2022-10-20 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,496 850 23.31 1,473 16.44 0.1719
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,646 107 3.02 1,265 -13.89 0.1468
2022-04-21 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,539 221 6.66 1,469 1.38 0.1452
2022-01-31 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,318 260 8.50 1,449 20.15 0.1408
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,058 276 9.92 1,206 10.14 0.1338
2021-08-06 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,782 93 3.46 1,095 11.73 0.1216
2021-05-03 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,689 -300 -10.04 980 -4.58 0.1136
2021-02-02 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,989 314 11.74 1,027 24.79 0.1302
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,675 -308 -10.33 823 -2.60 0.1135
2020-08-03 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,983 -576 -16.18 845 0.24 0.1204
2020-05-08 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,559 1,616 83.17 843 46.61 0.1264
2020-02-05 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,943 0 0.00 575 8.49 0.0703
2019-11-12 2019-09-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,943 0 0.00 530 -1.67 0.0717
2019-10-29 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,943 1,943 530 0.0717
2019-08-05 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,943 316 19.42 539 27.73 0.0731
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,627 -167 -9.31 422 2.43 0.0610
2019-02-12 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,794 0 0.00 412 -8.04 0.0666
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,794 0 0.00 448 0.00 0.0689
2018-08-08 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,794 0 0.00 448 3.23 0.0726
2018-05-10 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,794 71 4.12 434 2.60 0.0736
2018-02-09 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,723 0 0.00 423 6.28 0.0702
2017-11-07 2017-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,723 520 43.23 398 49.06 0.0778
2017-08-07 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,203 0 0.00 267 2.69 0.0554
2017-05-01 2017-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,203 33 2.82 260 8.33 0.0526
2017-02-10 2016-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,170 0 0.00 240 3.45 0.0512
2016-12-09 2016-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,170 0 0.00 232 3.11 0.0509
2016-08-13 2016-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,170 -159 -11.96 225 -10.36 0.0502
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,329 0 0.00 251 1.21 0.0553
2016-02-08 2015-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,329 0 0.00 248 5.98 0.0565
2015-11-13 2015-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,329 66 5.23 234 -2.09 0.0566
2015-08-12 2015-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,263 -2,526 -66.67 239 -66.67 0.0535
2015-05-11 2015-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,789 2,526 200.00 717 201.26 0.0579
2015-02-11 2014-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,263 0 0.00 238 4.39 0.0530
2014-11-14 2014-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,263 0 0.00 228 0.44 0.0714
2014-08-14 2014-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,263 0 0.00 227 5.09 0.0781
2014-05-14 2014-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,263 -287 -18.52 216 -17.56 0.0727
2014-02-05 2013-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,550 1,550 262 0.0900
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.