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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership485,913 shares
Latest Disclosed Value $ 290,357,381
EP Wealth Advisors, Inc. reports 37.37% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 485,913 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $290,357,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 353,724 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 37.37% during the quarter. The current value of the position is $329,449,014 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 485,913 132,189 37.37 290,357 30.89 1.4262
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 353,724 45,017 14.58 221,831 26.50 1.1526
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 308,707 123,964 67.10 175,355 84.70 1.1525
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 184,743 37,747 25.68 94,941 19.87 0.7584
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 146,996 51,301 53.61 79,203 56.85 0.6464
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 95,695 41,779 77.49 50,496 87.27 0.4340
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 53,916 -1,026 -1.87 26,965 2.10 0.2865
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 54,942 1,088 2.02 26,411 12.27 0.3087
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 53,854 8,287 18.19 23,524 31.46 0.3000
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 45,567 43,073 1,727.06 17,894 -2.70 0.2776
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,494 1,204 93.33 18,391 7,562.50 0.2651
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,290 -25,400 -95.17 240 -97.44 0.0041
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26,690 -3,443 -11.43 9,377 -5.22 0.1690
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 30,133 3,864 14.71 9,893 8.57 0.2244
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26,269 -1,292 -4.69 9,112 -20.37 0.2052
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,561 -593 -2.11 11,443 -6.90 0.2512
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,154 9,641 52.08 12,291 68.32 0.2905
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18,513 -4,504 -19.57 7,302 -19.39 0.2002
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,035 -20,982 7,302 0.2002
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23,017 523 2.33 9,058 10.53 0.2511
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,494 13,284 144.23 8,195 158.93 0.2605
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,210 -1,364 -12.90 3,165 -2.71 0.1113
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,574 -5,477 -34.12 3,253 -28.49 0.1400
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16,051 -454 -2.75 4,549 16.37 0.1942
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16,505 3,014 22.34 3,909 -2.05 0.1913
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,491 9,096 206.96 3,991 233.14 0.1644
2019-11-18 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,395 920 26.47 1,198 28.13 0.0594
2019-08-27 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,475 3,475 -20.93 935 -21.95 0.0584
2019-05-17 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -2,510 -100.00 0 -100.00
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,510 -110 -4.20 577 -17.57 0.0445
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,620 1,417 117.79 700 133.33 0.0547
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,203 100 9.07 300 12.36 0.0283
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,103 -101 -8.39 267 -9.49 0.0258
2018-02-15 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,204 0 0.00 295 6.12 0.0311
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,204 -66 -5.20 278 -1.42 0.0321
2017-08-17 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,270 1,270 282 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.