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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership5,140,749 shares
Latest Disclosed Value $ 3,072,018,814
Cerity Partners LLC reports 9.74% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 5,140,749 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $3,071,854,565 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,684,615 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 9.74% during the quarter. The current value of the position is $3,485,427,822 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,140,749 456,134 9.74 3,072,019 4.55 2.1562
2026-02-11 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,684,615 283,537 6.44 2,938,244 9.04 4.2818
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS ETF 922908363 4,401,078 119,519 2.79 2,694,561 10.71 4.3695
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS ETF 922908363 4,281,559 383,356 9.83 2,433,834 21.49 4.3402
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS ETF 922908363 3,898,203 251,992 6.91 2,003,327 1.98 4.0580
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS ETF 922908363 3,646,211 171,999 4.95 1,964,372 7.15 4.2615
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS ETF 922908363 3,474,212 21,745 0.63 1,833,375 6.17 4.0593
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,452,467 144,847 4.38 1,726,777 8.98 4.5466
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS Stock 922908363 3,307,620 -5,570,375 -62.74 1,584,422 29.82 4.1845
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908363 8,877,995 7,943,467 850.00 1,220,431 232.49 4.0099
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS ETF 922908363 934,528 -1,011,016 -51.97 367,058 -53.68 1.7851
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS ETF 922908363 1,945,544 78,407 4.20 792,449 3.69 3.0859
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908363 1,867,137 83,205 4.66 764,281 21.53 1.8023
2023-02-15 2022-12-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908363 1,783,932 380,891 27.15 628,861 36.52 4.0275
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS Equities 922908363 1,403,041 -320,690 -18.60 460,622 -22.96 5.5366
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS Equities 922908363 1,723,731 217,371 14.43 597,932 -3.99 6.6091
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS Stock 922908363 1,506,360 965,690 178.61 622,782 23.95 9.6754
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS Stock 922908363 540,670 21,856 4.21 502,429 145.54 7.6461
2021-10-25 2021-09-30 13F Vanguard S&P 500 ETF ETF 922908363 518,814 39,160 8.16 204,620 8.41 4.5019
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS ETF 922908363 479,654 50,431 11.75 188,754 20.71 4.1309
2021-08-11 2021-03-31 13F/A-1 VANGUARD INDEX FDS ETF 922908363 429,223 78,455 22.37 156,366 29.70 3.7140
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS ETF 922908363 460,351 109,583 167,706 4.9677
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS ETF 922908363 350,768 52,025 17.41 120,556 31.17 3.8653
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS ETF - Equity 922908363 298,743 64,445 27.51 91,910 38.40 3.7809
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 234,298 77,205 49.15 66,407 78.48 3.6684
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 234,628 77,535 66,500 3,667,634.0396
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 157,093 103,968 195.70 37,206 136.77 2.3426
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 53,125 3,338 6.70 15,714 15.78 0.8010
2019-10-30 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 49,787 1,391 2.87 13,572 4.19 0.7966
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 48,396 26,553 121.56 13,026 129.78 0.8212
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21,843 -3,179 -12.70 5,669 -1.41 0.3817
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25,022 9,993 66.49 5,750 43.28 0.3851
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,029 193 1.30 4,013 8.40 0.2779
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,836 1,163 8.51 3,702 11.84 0.2735
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13,673 2,329 20.53 3,310 18.94 0.2531
2018-02-14 2017-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,344 281 2.54 2,783 9.01 0.1868
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,063 -199,987 -94.76 2,553 -81.55 0.1807
2017-08-10 2017-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 211,050 199,132 1,670.85 13,836 436.70 1.1589
2017-05-02 2017-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,918 11,918 2,578 0.2152
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.