Vanguard Index Funds - Vanguard Total Stock Market ETF
GB ˙ LSE ˙ US9229087690
365,90 $ ↓ -7,85 (-2,10%)
2026-06-05
DEL PRIS
SecurityGB:0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership2,094 shares
Latest Disclosed Value $ 671,770
SOA Wealth Advisors, LLC. reports 5.70% increase in ownership of 0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 2,094 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) valued at $668,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,981 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 5.70% during the quarter. The current value of the position is $766,184 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)
2026-05-20 2026-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2,094 113 5.70 672 1.05 0.1268
2026-01-20 2025-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,981 29 1.49 664 3.75 0.1122
2025-10-21 2025-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,952 -76 -3.75 641 3.90 0.1098
2025-07-18 2025-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2,028 39 1.96 616 12.82 0.1157
2025-04-14 2025-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,989 5 0.25 547 -5.04 0.1141
2025-02-06 2024-12-31 13F/A-1 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,984 8 0.40 575 2.86 0.1059
2025-01-28 2024-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,984 8 575 0.1059
2024-11-20 2024-09-30 13F/A-1 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,976 6 0.30 559 6.07 0.1067
2024-10-09 2024-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,976 6 559 0.1067
2024-07-17 2024-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,970 40 2.07 527 5.19 0.1060
2024-04-10 2024-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,930 -80 -3.98 502 5.25 0.1039
2024-02-13 2023-12-31 13F/A-1 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2,010 172 9.36 477 22.05 0.1061
2024-01-10 2023-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2,010 172 477 0.1061
2023-10-10 2023-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,838 9 0.49 390 -2.99 0.0971
2023-07-07 2023-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,829 5 0.27 403 8.06 0.0944
2023-04-28 2023-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,824 2 0.11 372 6.90 0.0917
2023-01-10 2022-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1,822 -336 -15.57 348 -10.08 0.0937
2022-10-07 2022-09-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 2,158 433 25.10 387 19.08 0.1165
2022-07-13 2022-06-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 1,725 217 14.39 325 -5.25 0.0958
2022-04-07 2022-03-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 1,508 832 123.08 343 110.43 0.0836
2022-01-13 2021-12-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 676 0 0.00 163 8.67 0.0395
2021-10-12 2021-09-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 676 -135 -16.65 150 -16.67 0.0384
2021-07-14 2021-06-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 811 193 31.23 180 41.73 0.0463
2021-04-26 2021-03-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 618 0 0.00 127 0.00 0.0355
2021-03-10 2020-12-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 618 618 127 0.0346
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.