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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership68,976 shares
Latest Disclosed Value $ 41,216,647
Level Four Advisory Services, Llc reports 4.78% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 68,976 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $41,216,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 65,829 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 4.78% during the quarter. The current value of the position is $47,825,199 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 68,976 3,147 4.78 41,217 -0.16 1.3530
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 65,829 7,264 12.40 41,284 15.11 1.3508
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 58,565 2,149 3.81 35,864 11.92 1.2280
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 56,416 7,644 15.67 32,046 27.85 1.1810
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 48,772 -6,697 -12.07 25,064 -16.14 1.0307
2025-02-12 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 55,469 -5,301 -8.72 29,888 -5.91 1.2215
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 60,770 2,862 4.94 31,764 9.67 1.3371
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 57,908 35,243 155.50 28,962 192.55 1.3055
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,665 0 0.00 9,900 0.00 0.5439
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,665 1,050 4.86 9,900 16.64 0.5554
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21,615 930 4.50 8,488 0.76 0.5472
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 20,685 1,205 6.19 8,425 15.00 0.5062
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19,480 1,407 7.79 7,326 15.37 0.4805
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18,073 7,182 65.94 6,350 77.54 0.4713
2022-11-07 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,891 37 0.34 3,576 -5.02 0.3476
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,854 216 2.03 3,765 -14.74 0.3551
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,638 451 4.43 4,416 -0.70 0.3459
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,187 8,313 443.60 4,447 501.76 0.3391
2021-10-12 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,874 -873 -31.78 739 -31.64 0.0769
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,747 -249 -8.31 1,081 -0.92 0.0747
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,996 -244 -7.53 1,091 -2.06 0.0847
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,240 -5,166 -61.46 1,114 -56.92 0.0894
2020-11-02 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8,406 -1,407 -14.34 2,586 -7.35 0.1992
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,813 -87 -0.88 2,791 18.97 0.2159
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,900 3,517 55.10 2,346 24.65 0.2814
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,383 209 3.39 1,882 11.82 0.0745
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,174 -3,489 -36.11 1,683 -35.29 0.1741
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9,663 -8,464 -46.69 2,601 -44.72 0.2626
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18,127 -7,420 -29.04 4,705 -19.86 0.5182
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25,547 589 2.36 5,871 -11.91 0.7321
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24,958 2,477 11.02 6,665 18.83 0.7203
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,481 381 1.72 5,609 4.84 0.4086
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,100 1,852 9.15 5,350 7.71 0.4148
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 20,248 2,429 13.63 4,967 20.79 0.3864
2018-04-03 2017-09-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17,819 2,746 18.22 4,112 26.56 0.3645
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,228 155 3,552
2017-09-20 2017-06-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,073 0 0.00 3,249 0.00 0.5002
2017-07-12 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,073 0 3,249
2017-09-20 2017-03-31 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,073 12,633 517.75 3,249 548.50 0.3309
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,073 12,633 3,249
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,440 2,440 501 0.0640
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.