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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionForthRight Wealth Management, LLC
Latest Disclosed Ownership78,422 shares
Latest Disclosed Value $ 46,861,109
ForthRight Wealth Management, LLC reports 0.62% decrease in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 12, 2026 - ForthRight Wealth Management, LLC filed a 13F-HR form disclosing ownership of 78,422 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $46,861,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 78,913 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of -0.62% during the quarter. The current value of the position is $53,170,116 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)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78,422 -491 -0.62 46,861 -5.31 13.2933
2026-01-13 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78,913 -1,549 -1.93 49,489 0.44 14.2275
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 80,462 1,088 1.37 49,273 9.29 14.3174
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 79,374 2,875 3.76 45,087 14.68 14.0593
2025-04-15 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 76,499 1,223 1.62 39,314 -3.07 13.1527
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 75,276 -141 -0.19 40,560 1.92 13.5199
2024-10-28 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 75,417 -1,561 -2.03 39,795 3.37 13.2486
2024-07-12 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 76,978 -1,537 -1.96 38,499 2.01 13.8369
2024-04-23 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78,515 345 0.44 37,742 10.53 13.5461
2024-01-23 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78,170 2,422 3.20 34,144 14.79 13.2261
2023-10-24 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 75,748 -257 -0.34 29,746 -3.91 12.8174
2023-07-17 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 76,005 1,763 2.37 30,955 10.87 12.9402
2023-04-18 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 74,242 2,499 3.48 27,920 10.77 12.7833
2023-01-18 2022-12-31 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS Equity 922908363 71,743 -788 -1.09 25,206 5.85 12.8904
2022-10-17 2022-09-30 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS Equity 922908363 72,531 2,096 2.98 23,812 -2.54 13.9684
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 70,435 3,351 5.00 24,433 -12.27 13.5836
2022-04-19 2022-03-31 13F/A-1 VANGUARD INDEX FUNDS S&P 500 ETF SHS Equity 922908363 67,084 4,532 7.25 27,851 1.99 14.3940
2022-04-14 2022-03-31 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS Equity 922908363 27,851 -34,701 27,851 14.3940
2022-01-24 2021-12-31 13F VANGUARD INDEX FUNDS S P 500 ETF SHS Equity 922908363 62,552 1,448 2.37 27,308 13.32 14.9257
2021-10-26 2021-09-30 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS ETF 922908363 61,104 1,651 2.78 24,099 3.00 14.6308
2021-07-23 2021-06-30 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS Equity 922908363 59,453 443 0.75 23,396 8.83 14.8382
2021-04-26 2021-03-31 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS ETF 922908363 59,010 1,395 2.42 21,497 8.56 14.5856
2021-01-29 2020-12-31 13F VANGUARD INDEX FUNDS S&P 500 ETF SHS Exchange Traded Funds (Country Baskets/iShares) - Domestic 922908363 57,615 57,615 19,802 15.5594
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.