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

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership109,218 shares
Latest Disclosed Value $ 71,454,481
Selective Wealth Management, Inc. reports 8.00% decrease in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On April 30, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 109,218 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $65,263,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 118,716 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of -8.00% during the quarter. The current value of the position is $75,727,392 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)
2026-04-30 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 109,218 -9,498 -8.00 71,454 -5.46 21.1705
2026-01-16 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 118,716 -3,058 -2.51 75,577 0.88 23.5940
2025-10-10 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 121,774 -1,349 -1.10 74,916 6.08 24.1128
2025-07-10 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 123,123 -2,576 -2.05 70,624 14.54 25.7862
2025-04-14 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 125,699 -4,278 -3.29 61,662 -11.37 26.8284
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 129,977 -52 -0.04 69,572 1.56 28.2469
2024-10-09 2024-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 130,029 -3,521 -2.64 68,506 0.40 28.4545
2024-07-10 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 133,550 -1,437 -1.06 68,229 6.94 30.0486
2024-04-11 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 134,987 4,045 3.09 63,802 13.46 27.7212
2024-01-05 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 130,942 6,721 5.41 56,230 16.00 28.3196
2023-10-10 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 124,221 -639 -0.51 48,476 -3.89 26.6273
2023-07-11 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 124,860 21,553 20.86 50,440 34.24 25.1634
2023-01-23 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 103,307 27,060 35.49 37,574 50.10 19.8385
2022-10-21 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 76,247 8,527 12.59 25,032 6.56 10.7268
2022-07-28 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 67,720 56,724 515.86 23,491 414.59 8.3615
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,996 -643 -5.52 4,565 -10.16 1.6545
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,639 4,699 67.71 5,081 85.64 2.0736
2021-10-27 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,940 2,500 56.31 2,737 56.67 1.4504
2021-08-04 2021-06-30 13F/A-1 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,440 0 0.00 1,747 8.04 1.3921
2021-07-08 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,440 0 1,617 1.4709
2021-04-09 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,440 -853 -16.12 1,617 -11.11 1.4708
2021-01-22 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,293 0 0.00 1,819 11.73 1.1745
2020-10-21 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,293 4,650 723.17 1,628 794.51 1.2770
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 643 643 182 0.1508
2020-01-10 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -30 -100.00 0 -100.00
2019-10-29 2019-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 30 30 8 0.0110
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.