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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership38,368 shares
Latest Disclosed Value $ 22,926,944
Ritholtz Wealth Management reports 117.70% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 38,368 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $22,926,798 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 17,624 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 117.70% during the quarter. The current value of the position is $26,013,504 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 38,368 20,744 117.70 22,927 107.44 0.3977
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17,624 4,101 30.33 11,053 33.46 0.2017
2025-10-28 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,523 3,723 37.99 8,281 48.78 0.1610
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,800 2,172 28.47 5,567 41.99 0.1229
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,628 1,507 24.62 3,920 18.86 0.1171
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,121 546 9.79 3,298 12.14 0.0969
2024-10-10 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,575 837 17.67 2,942 24.15 0.0887
2024-08-01 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,738 348 7.93 2,370 12.27 0.0782
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,390 426 10.75 2,110 21.89 0.0728
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,964 109 2.83 1,732 14.33 0.0672
2023-10-13 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,855 -97 -2.45 1,514 -5.90 0.0680
2023-07-17 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,952 230 6.18 1,610 15.01 0.0724
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,722 -1,378 -27.02 1,400 -21.89 0.0698
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,100 -469 -8.42 1,792 -2.02 0.1000
2022-10-19 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,569 399 7.72 1,828 1.95 0.0971
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,170 150 2.99 1,793 -13.96 0.1130
2022-04-14 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,020 -744 -12.91 2,084 -17.17 0.1408
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,764 -229 -3.82 2,516 6.43 0.1564
2021-10-14 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,993 599 11.10 2,364 11.35 0.1639
2021-07-20 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,394 -4,063 -42.96 2,123 -38.37 0.1529
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,457 685 7.81 3,445 14.26 0.2868
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8,772 405 4.84 3,015 17.13 0.2886
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8,367 -731 -8.03 2,574 -0.19 0.2891
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,098 -169 -1.82 2,579 17.49 0.3321
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,267 -4,476 -32.57 2,195 -46.00 0.3518
2020-01-17 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,743 562 4.26 4,065 13.14 0.5930
2019-10-17 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,181 -43 -0.33 3,593 0.96 0.5835
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,224 162 1.24 3,559 4.99 0.6078
2019-04-12 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,062 -270 -2.03 3,390 10.64 0.6210
2019-01-18 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,332 7,730 137.99 3,064 104.81 0.6944
2018-10-12 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,602 -675 -10.75 1,496 -4.47 0.3788
2018-07-12 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,277 4,821 331.11 1,566 344.89 0.4255
2018-04-17 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,456 -810 -35.75 352 -36.69 0.1006
2018-01-23 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,266 218 10.64 556 17.55 0.1648
2017-10-17 2017-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,048 0 0.00 473 3.96 0.1769
2017-08-04 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,048 -240 -10.49 455 -3.19 0.1910
2017-02-17 2016-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,288 2,288 470 0.2406
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.