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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership29,286 shares
Latest Disclosed Value $ 17,500,116
Modera Wealth Management, LLC reports 1.72% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 29,286 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $17,499,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 28,792 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 1.72% during the quarter. The current value of the position is $19,855,908 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 29,286 494 1.72 17,500 -3.08 0.2097
2026-01-21 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,792 -186 -0.64 18,056 1.75 0.2089
2025-10-31 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,978 1,645 6.02 17,746 14.29 0.2056
2025-08-06 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,333 -109 -0.40 15,526 10.10 0.1922
2025-05-08 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,442 39 0.14 14,103 -4.49 0.1908
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,403 12,288 81.30 14,765 85.14 0.1783
2024-10-24 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,115 359 2.43 7,976 8.08 0.1015
2024-07-29 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,756 1,374 10.27 7,380 14.72 0.1087
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,382 -116 -0.86 6,433 9.11 0.0980
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,498 468 3.59 5,896 15.23 0.0975
2023-11-30 2023-09-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,030 -2,205 -14.47 5,117 -17.55 0.0965
2023-11-01 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 52,519 37,284 9,930 0.1872
2023-08-07 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,235 1,741 12.90 6,205 22.29 0.1127
2023-05-05 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,494 1,412 11.69 5,075 19.56 0.1969
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12,082 4,498 59.31 4,245 70.44 0.1727
2022-11-01 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,584 -473 -5.87 2,490 -10.91 0.1261
2022-07-27 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8,057 -712 -8.12 2,795 -23.24 0.1331
2022-05-03 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8,769 1,075 13.97 3,641 8.40 0.1612
2022-02-04 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,694 1,954 34.04 3,359 48.37 0.1282
2021-11-04 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,740 242 4.40 2,264 4.62 0.1162
2021-08-02 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,498 -22,428 -80.31 2,164 -78.73 0.1168
2021-04-29 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,926 129 0.46 10,173 6.49 0.6612
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,797 22,947 473.13 9,553 540.28 0.7577
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,850 2,586 114.22 1,492 132.40 0.2213
2020-08-12 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,264 -16 -0.70 642 18.89 0.1025
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,280 70 3.17 540 -17.43 0.1132
2020-02-05 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,210 -282 -11.32 654 -3.68 0.1022
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,492 -2 -0.08 679 1.19 0.1128
2019-08-07 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,494 -105 -4.04 671 -0.59 0.1225
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,599 68 2.69 675 15.98 0.1264
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,531 198 8.49 582 -6.58 0.1147
2018-11-09 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,333 0 0.00 623 7.04 0.1262
2018-08-09 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,333 -1,038 -30.79 582 -28.68 0.1227
2018-05-10 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,371 140 4.33 816 2.90 0.1693
2018-02-05 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,231 -345 -9.65 793 -3.88 0.1709
2017-11-14 2017-09-30 13F Vanguard S&P 500 ETF ETF 922908363 3,576 -36 -1.00 825 2.87 0.1859
2017-08-10 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,612 534 17.35 802 20.42 0.1948
2017-05-11 2017-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,078 -104 -3.27 666 1.99 0.1668
2017-02-10 2016-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,182 800 33.59 653 38.05 0.2205
2017-02-10 2016-09-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,382 0 0.00 473 3.28 0.1586
2016-11-10 2016-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,382 473
2016-08-09 2016-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,382 -151 -5.96 458 -4.18 0.1601
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,533 -73 -2.80 478 -1.85 0.1670
2016-02-16 2015-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,606 -131 -4.79 487 1.25 0.1924
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,737 -100 -3.52 481 -10.26 0.2005
2015-12-15 2015-06-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,837 165 6.18 536 6.99 0.2113
2015-08-10 2015-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,837 536
2015-05-13 2015-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,672 -1,151 -30.11 501 -30.42 0.1954
2015-02-11 2014-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,823 766 25.06 720 30.43 0.2794
2014-11-12 2014-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,057 48 1.60 552 2.22 0.2336
2014-08-08 2014-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,009 568 23.27 540 29.19 0.2452
2014-05-15 2014-03-31 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,441 159 6.97 418 8.29 0.1659
2014-05-09 2014-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,441 418
2014-01-23 2013-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,282 2,282 386 0.1467
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.