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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionSecure Asset Management, LLC
Latest Disclosed Ownership29,209 shares
Latest Disclosed Value $ 17,453,589
Secure Asset Management, LLC reports 13.86% decrease in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On April 9, 2026 - Secure Asset Management, LLC filed a 13F-HR form disclosing ownership of 29,209 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $17,453,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 33,910 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of -13.86% during the quarter. The current value of the position is $19,803,702 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)
2026-04-09 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29,209 -4,701 -13.86 17,454 -17.93 2.7625
2026-01-20 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33,910 -4,540 -11.81 21,266 -10.01 3.3283
2025-10-09 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 38,450 -3,735 -8.85 23,630 -1.39 3.8931
2025-07-10 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 42,185 5,815 15.99 23,962 28.20 4.4154
2025-04-10 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 36,370 -89,751 -71.16 18,691 -72.50 3.7454
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 126,121 134 0.11 67,955 2.22 10.3074
2024-10-16 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 125,987 4,069 3.34 66,479 9.03 11.2010
2024-07-24 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 121,918 11,804 10.72 60,975 15.20 11.5363
2024-04-30 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 110,114 11,059 11.16 52,932 22.34 12.4453
2024-01-22 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 99,055 25,273 34.25 43,267 49.33 11.6280
2023-10-18 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 73,782 59,280 408.77 28,974 390.59 8.6687
2023-07-13 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,502 806 5.88 5,906 14.68 1.7950
2023-04-13 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,696 -459 -3.24 5,151 3.56 1.7183
2023-01-20 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,155 -2,182 -13.36 4,973 -7.29 1.7866
2022-10-12 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16,337 43 0.26 5,364 -5.10 3.0048
2022-07-20 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16,294 358 2.25 5,652 -14.57 3.1302
2022-04-19 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,936 -27,950 -63.69 6,616 -65.47 2.9824
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 43,886 3,161 7.76 19,159 19.28 7.7581
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 40,725 4,923 13.75 16,062 14.00 7.9292
2021-07-16 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35,802 2,496 7.49 14,089 16.12 7.1469
2021-04-14 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33,306 7,297 28.06 12,133 35.73 6.7506
2021-02-08 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26,009 3,937 17.84 8,939 31.63 5.2645
2020-10-20 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,072 9,946 82.02 6,791 97.59 4.6536
2020-07-14 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12,126 592 5.13 3,437 25.85 2.4236
2020-04-15 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,534 667 6.14 2,731 -15.03 2.9393
2020-02-06 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,867 10,867 3,214 2.2661
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.