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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionSpire Wealth Management
Latest Disclosed Ownership39,773 shares
Latest Disclosed Value $ 23,766,778
Spire Wealth Management reports 4.03% decrease in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 39,773 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $23,766,356 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 41,442 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of -4.03% during the quarter. The current value of the position is $27,577,007 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)
2026-04-22 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 39,773 -1,669 -4.03 23,767 -8.55 0.5122
2026-01-14 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41,442 1,545 3.87 25,990 6.37 0.8704
2025-10-23 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 39,897 4,691 13.32 24,432 22.18 0.8315
2025-08-04 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35,206 -16,533 -31.95 19,997 -24.80 0.7182
2025-04-23 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 51,739 19,620 61.09 26,589 53.64 0.8512
2025-01-24 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32,119 -2,206 -6.43 17,306 -4.45 0.5375
2024-10-15 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 34,325 5,861 20.59 18,112 27.24 0.6107
2024-07-31 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,464 -9,859 -25.73 14,235 -22.72 0.5023
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 38,323 5,347 16.21 18,422 26.02 0.3344
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32,976 8,379 34.07 14,618 51.34 0.4830
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24,597 1,426 6.15 9,659 2.35 0.3677
2023-08-09 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23,171 -12,819 -35.62 9,437 -30.27 0.3484
2023-05-09 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35,990 -35,468 -49.63 13,535 54,036.00 0.5271
2023-02-03 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 71,458 172 0.24 25 -99.89 1.4125
2022-11-07 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 71,286 -26,623 -27.19 23,403 -31.09 1.4212
2022-07-22 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 97,909 -47,201 -32.53 33,963 -43.67 1.3994
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 145,110 121,592 517.02 60,296 487.22 1.6142
2022-01-14 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23,518 3,281 16.21 10,268 28.58 0.2278
2021-10-22 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 20,237 2,235 12.42 7,986 12.75 0.2116
2021-07-26 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18,002 1,305 7.82 7,083 17.29 0.1917
2021-05-21 2021-03-31 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16,697 16,697 6,039 0.1607
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.