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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership32,764 shares
Latest Disclosed Value $ 19,578,199
Meridian Wealth Management, LLC reports 9.98% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 32,764 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $19,578,128 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 29,791 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 9.98% during the quarter. The current value of the position is $22,213,992 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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32,764 2,973 9.98 19,578 4.80 0.6750
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29,791 1,001 3.48 18,683 5.97 0.6576
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,790 -920 -3.10 17,631 4.47 0.6757
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29,710 1,304 4.59 16,876 15.60 0.7206
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,406 -806 -2.76 14,598 -7.25 0.7067
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29,212 -332 -1.12 15,740 0.96 0.7446
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29,544 29,544 15,590 0.7663
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -25,708 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25,708 11,410 79.80 11,229 100.02 0.7170
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,298 656 4.81 5,615 1.04 0.3440
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,642 -155 -1.12 5,556 7.09 0.4684
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,797 -725 -4.99 5,189 1.69 0.4526
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,522 -6,946 -32.36 5,102 -27.61 0.4996
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21,468 6,100 39.69 7,048 32.21 0.7583
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,368 -4,228 -21.58 5,331 -34.47 0.4361
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19,596 7,065 56.38 8,135 48.69 0.8891
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12,531 1,637 15.03 5,471 27.35 0.5842
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,894 -1,260 -10.37 4,296 -10.18 0.5299
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12,154 4,360 55.94 4,783 68.47 0.6096
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,794 4,048 108.06 2,839 120.59 0.4132
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,746 959 34.41 1,287 50.18 0.2042
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,787 1,526 121.02 857 140.06 0.2101
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,261 31 2.52 357 22.68 0.1195
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,230 -1,004 -44.94 291 -55.91 0.1289
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,234 -320 -12.53 660 -5.17 0.3174
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,554 274 12.02 696 -88.66 0.3277
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,280 459 25.21 6,138 1,197.67 0.2484
2019-06-03 2019-03-31 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,821 -52 -2.78 473 10.00 0.2152
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,821 -52 4,727
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,873 910 94.50 430 67.32 0.2532
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 963 -1,896 -66.32 257 -56.07 0.1105
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,859 2,859 585 0.2753
2018-05-08 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -1,201 -100.00 0 -100.00
2018-01-30 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,201 50 4.34 287 7.89 0.1768
2017-10-31 2017-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,151 81 7.57 266 11.76 0.1686
2017-07-25 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,070 61 6.05 238 9.17 0.1508
2017-05-17 2017-03-31 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,009 1,009 218 0.1307
2017-05-15 2017-03-31 13F VANGUARD S&P 500 ETF ETF 922908363 218,297 218
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.