Form 13-F position report

VANGUARD INDEX FDS S&P 500 ETF

Reported by Modus Advisors LLC

ETF profile Manager portfolio Source filing
VOO CUSIP 922908363 Manager CIK 0001799284
Latest reported change

Reported 12,788 shares, up 346 (2.8%) from the prior quarter.

Reported value 10.0%; share count 2.8% vs. the prior quarter.

Added
% of reported 13F value 2.21% This manager · Q1 2023
Shares 12,788 Quarter-end amount reported
Reported value $4,809,183 Fair value at quarter end
Consecutive quarters held 3 Through Q1 2023

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.

Manager history

Quarterly position history

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

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 8,684 +68 (0.8%) 1.47% $5,964,462 2026-08-03
Q1 2026 Added 8,616 +52 (0.6%) 1.42% $5,148,467 2026-05-04
Q4 2025 Reduced 8,564 -437 (-4.9%) 1.42% $5,370,515 2026-02-11
Q3 2025 Added 9,001 +623 (7.4%) 1.5% $5,511,996 2025-11-05
Q2 2025 Reduced 8,378 -3 (0.0%) 1.41% $4,758,868 2025-07-07
Q1 2025 Reduced 8,381 -213 (-2.5%) 1.41% $4,307,039 2025-04-01
Q4 2024 Reduced 8,594 -882 (-9.3%) 1.45% $4,630,336 2025-01-03
Q3 2024 Reduced 9,476 -689 (-6.8%) 1.64% $5,000,291 2024-10-09
Q2 2024 Reduced 10,165 -395 (-3.7%) 1.8% $5,083,609 2024-07-02
Q1 2024 Reduced 10,560 -2,482 (-19.0%) 1.88% $5,076,097 2024-04-02
Q4 2023 Reduced 13,042 -369 (-2.8%) 2.31% $5,696,947 2024-01-04
Q3 2023 Added 13,411 +176 (1.3%) 2.3% $5,266,500 2023-10-20
Q2 2023 Added 13,235 +447 (3.5%) 2.31% $5,390,351 2023-07-05
Q1 2023 Added 12,788 +346 (2.8%) 2.21% $4,809,183 2023-04-04
Q4 2022 Added 12,442 +11,677 (1526.4%) 2.12% $4,371,372 2023-01-05
Q3 2022 New 765 +765 (0.0%) 0.13% $251,000 2022-10-05
Institutional context

Who else reported the position

2384 managers reported VANGUARD INDEX FDS S&P 500 ETF for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
RAYMOND JAMES & ASSOCIATES Added 21,249,484 +23,832 6.94% $7,991,293,385 36 qtrs
Bank of America Corporation Added 20,933,781 +1,090,771 0.81% $7,872,567,093 38 qtrs
VANGUARD GROUP INC Added 19,832,860 +544,872 0.19% $7,458,543,995 38 qtrs
MORGAN STANLEY Reduced 17,309,775 -318,596 0.7% $6,509,687,724 38 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 42,348,480 +28,582,775 2.64% $5,485,238,405 32 qtrs
The Goldman Sachs Group Inc Added 10,393,897 +868,815 0.9% $3,908,832,845 38 qtrs
JPMorgan Chase & Co Reduced 8,867,795 -120,374 0.41% $3,334,913,516 38 qtrs
Acorns Advisers LLC Added 7,694,526 +283,105 42.05% $2,893,680,000 18 qtrs
UNITED CAPITAL FINANCIAL ADVISERS LLC Added 4,356,410 +296,913 9.14% $1,638,315,055 38 qtrs
LPL Financial LLC Added 3,711,555 +127,824 1.09% $1,395,804,529 38 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
April 04, 2023
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
0
Shared
0
None
12,788

“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.