Form 13-F position report

VANGUARD INDEX FDS S&P 500 ETF

Reported by Merit Financial Group LLC

VOO CUSIP 922908363 Manager CIK 0001621225

Reported 360,223 shares, up 15,268 (4.4%) from the prior quarter.

Reported value -0.4%; share count 4.4% vs. the prior quarter.

Added
% of reported 13F value 2.77% This manager · Q1 2025
Shares 360,223 Quarter-end amount reported
Reported value $185,122,313 Fair value at quarter end
Consecutive quarters held 30 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 3204000
2021-12-31 3547000
2022-03-31 5189000
2022-06-30 119097000
2022-09-30 110860000
2022-12-31 120313520
2023-03-31 230174459
2023-06-30 252234383
2023-09-30 244637020
2023-12-31 260907231
2024-03-31 275310329
2024-06-30 287762302
2024-09-30 259087048
2024-12-31 185865381
2025-03-31 185122313
2025-06-30 170323834
2025-09-30 180357272
2025-12-31 176887903
2026-03-31 164291044
2026-06-30 187108742

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD INDEX FDS S&P 500 ETF held by Merit Financial Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 272,432 -2,509 (-0.9%) 1.14% $187,108,742 2026-07-17
Q1 2026 Reduced 274,941 -7,118 (-2.5%) 1.22% $164,291,044 2026-04-15
Q4 2025 Reduced 282,059 -12,460 (-4.2%) 1.42% $176,887,903 2026-01-26
Q3 2025 Reduced 294,519 -5,331 (-1.8%) 1.66% $180,357,272 2025-10-20
Q2 2025 Reduced 299,850 -60,373 (-16.8%) 1.9% $170,323,834 2025-07-22
Q1 2025 Added 360,223 +15,268 (4.4%) 2.77% $185,122,313 2025-04-09
Q4 2024 Reduced 344,955 -146,047 (-29.7%) 3.34% $185,865,381 2025-01-15
Q3 2024 Reduced 491,002 -84,373 (-14.7%) 5.79% $259,087,048 2024-10-17
Q2 2024 Reduced 575,375 -10,417 (-1.8%) 6.34% $287,762,302 2024-08-13
Q1 2024 Reduced 585,792 -11,523 (-1.9%) 6.56% $275,310,329 2024-05-06
Q4 2023 Reduced 597,315 -25,647 (-4.1%) 7.94% $260,907,231 2024-02-06
Q3 2023 Added 622,962 +3,648 (0.6%) 8.0% $244,637,020 2023-11-07
Q2 2023 Added 619,314 +7,262 (1.2%) 8.16% $252,234,383 2023-08-01
Q1 2023 Added 612,052 +269,610 (78.7%) 8.37% $230,174,459 2023-04-24
Q4 2022 Added 342,442 +4,763 (1.4%) 4.35% $120,313,520 2023-01-13
Q3 2022 Reduced 337,679 -5,660 (-1.6%) 4.81% $110,860,000 2022-10-31
Q2 2022 Added 343,339 +330,840 (2646.9%) 3.69% $119,097,000 2022-08-08
Q1 2022 Added 12,499 +4,375 (53.9%) 0.31% $5,189,000 2022-05-13
Q4 2021 Unchanged 8,124 0 (0.0%) 0.35% $3,547,000 2022-02-14
Q3 2021 Added 8,124 +37 (0.5%) 0.34% $3,204,000 2021-10-27
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3471 managers reported VANGUARD INDEX FDS S&P 500 ETF for Q1 2025.

Managers reporting VANGUARD INDEX FDS S&P 500 ETF in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 34,450,749 +1,933,389 0.32% $17,704,584,455 46 qtrs
JPMorgan Chase & Co Added 29,230,561 +5,647,924 1.1% $15,021,878,373 46 qtrs
RAYMOND JAMES FINANCIAL INC Added 26,653,704 +238,402 5.16% $13,697,605,193 2 qtrs
Bank of America Corporation Added 24,557,361 +644,824 1.02% $12,620,273,281 46 qtrs
MORGAN STANLEY Added 23,942,196 +1,134,691 0.88% $12,304,135,175 46 qtrs
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Added 21,952,154 +4,872,147 7.88% $11,281,431,462 2 qtrs
The Goldman Sachs Group Inc Added 13,225,319 +373,546 1.1% $6,796,623,562 46 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 11,779,902 -522,787 1.95% $6,053,809,380 40 qtrs
JONES FINANCIAL COMPANIES LLLP Added 10,685,240 +1,297,545 4.89% $5,458,769,571 36 qtrs
Acorns Advisers LLC Added 8,447,578 +299,526 41.64% $4,341,294,000 26 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 09, 2025
Filing type
13F-HR
Position type
S&P 500 ETF SHS

Voting authority reported

Sole
2,343
Shared
0
None
357,880

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.