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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionKeystone Financial Group
Latest Disclosed Ownership36,033 shares
Latest Disclosed Value $ 21,903,693
Keystone Financial Group reports 0.04% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 36,033 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $21,531,519 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 36,020 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 0.04% during the quarter. The current value of the position is $24,430,374 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)
2026-05-13 2026-03-31 13F VANGUARD S&P 500 ETF Equtities 922908363 36,033 13 0.04 21,904 -3.04 1.4734
2026-02-06 2025-12-31 13F VANGUARD S&P Equities 922908363 36,020 1,308 3.77 22,589 5.92 1.6709
2025-11-17 2025-09-30 13F/A-1 VANGUARD S&P 500 ETF MF Closed and MF Open 922908363 34,712 317 0.92 21,327 8.64 1.6297
2025-11-14 2025-09-30 13F VANGUARD S&P 500 ETF MF Closed and MF Open 922908363 34,395 0 19,631 1.5605
2025-08-13 2025-06-30 13F VANGUARD S&P 500 ETF MF Closed and MF Open 922908363 34,395 1,567 4.77 19,631 15.69 1.7711
2025-05-13 2025-03-31 13F VANGUARD S&P 500 ETF MF Closed and MF Open 922908363 32,828 -784 -2.33 16,968 -6.71 1.7250
2025-02-13 2024-12-31 13F VANGUARD S&P 500 ETF ETF 922908363 33,612 -4,572 -11.97 18,188 -9.73 1.7888
2025-02-19 2024-09-30 13F/A-3 VANGUARD S&P MF Closed and MF Open 922908363 38,184 38,184 20,149 2.5784
2025-02-18 2024-09-30 13F/A-2 VANGUARD S&P MF Closed and MF Open 922908363 38,184 38,184 20,149 2.6217
2025-02-13 2024-09-30 13F/A-1 VANGUARD S&P MF Closed and MF Open 922908363 20,330 20,330 1,080 0.1394
2024-07-31 2024-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 0 -36,066 -100.00 0 -100.00
2024-05-08 2024-03-31 13F VANGUARD S&P MF Closed and MF Open 922908363 36,066 10,149 39.16 17,337 53.14 2.5255
2024-02-14 2023-12-31 13F/A-1 VANGUARD S&P MF Closed and MF Open 922908363 25,917 -238 -0.91 11,320 10.21 1.9682
2024-02-09 2023-12-31 13F VANGUARD S&P MF Closed and MF Open 922908363 25,917 -238 11,320 1.9682
2023-11-06 2023-09-30 13F VANGUARD S&P MF Closed and MF Open 922908363 26,155 537 2.10 10,271 -1.55 1.7202
2023-08-07 2023-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 25,618 871 3.52 10,433 20.00 1.7745
2023-02-07 2022-12-31 13F VANGUARD S&P MF Closed and MF Open 922908363 24,747 61 0.25 8,695 7.28 1.7167
2022-11-10 2022-09-30 13F VANGUARD S&P MF Closed and MF Open 922908363 24,686 -800 -3.14 8,104 -8.34 1.6432
2022-08-05 2022-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 25,486 -650 -2.49 8,841 -18.52 1.7521
2022-05-13 2022-03-31 13F VANGUARD S&P MF Closed and MF Open 922908363 26,136 -73 -0.28 10,851 -5.17 1.8426
2022-02-11 2021-12-31 13F VANGUARD S&P MF Closed and MF Open 922908363 26,209 280 1.08 11,442 11.89 1.8771
2021-11-12 2021-09-30 13F VANGUARD S&P MF Closed and MF Open 922908363 25,929 7 0.03 10,226 0.25 1.8502
2021-08-13 2021-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 25,922 247 0.96 10,201 9.07 1.8477
2021-05-11 2021-03-31 13F VANGUARD S&P MF Closed and MF Open 922908363 25,675 719 2.88 9,353 9.05 1.8219
2021-02-10 2020-12-31 13F VANGUARD SP MF Closed and MF Open 922908363 24,956 16 0.06 8,577 11.78 1.7835
2020-11-13 2020-09-30 13F VANGUARD S&P MF Closed and MF Open 922908363 24,940 -241 -0.96 7,673 7.51 1.8835
2020-08-13 2020-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 25,181 45 0.18 7,137 19.89 1.9395
2020-05-05 2020-03-31 13F/A-1 VANGUARD S&P MF Closed and MF Open 922908363 25,136 1,356 5.70 5,953 -15.37 1.9728
2020-05-05 2020-03-31 13F VANGUARD S&P MF Closed and MF Open 922908363 23,780 0 7,034 1,889,702.0106
2020-02-06 2019-12-31 13F VANGUARD S&P MF Closed and MF Open 922908363 23,780 -538 -2.21 7,034 6.11 1.8897
2019-11-07 2019-09-30 13F VANGUARD S&P MF Closed and MF Open 922908363 24,318 2,082 9.36 6,629 10.76 2.0391
2019-08-07 2019-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 22,236 11,757 112.20 5,985 120.04 1.9469
2019-05-07 2019-03-31 13F VANGUARD S&P MF Closed and MF Open 922908363 10,479 199 1.94 2,720 15.11 0.9674
2019-02-11 2018-12-31 13F VANGUARD S&P MF Closed and MF Open 922908363 10,280 -2,136 -17.20 2,363 -29.00 1.0678
2018-11-06 2018-09-30 13F VANGUARD S&P MF Closed and MF Open 922908363 12,416 -1,323 -9.63 3,328 -3.03 1.3620
2018-08-14 2018-06-30 13F VANGUARD S&P MF Closed and MF Open 922908363 13,739 -1,486 -9.76 3,432 -4.67 1.9141
2018-05-15 2018-03-31 13F VANGUARD S&P MF Closed and MF Open 922908363 15,225 -591 -3.74 3,600 -8.19 1.9996
2018-02-09 2017-12-31 13F VANGUARD S&P MF Closed and MF Open 922908363 15,816 15,816 3,921 2.4369
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.