Vanguard 指數基金 - Vanguard S&P 500 ETF
US ˙ ARCA ˙ US9229083632

SecurityVOO / Vanguard Index Funds - Vanguard S&P 500 ETF
InstitutionBCS Wealth Management
Latest Disclosed Ownership81,087 shares
Latest Disclosed Value $ 48,452,807
BCS Wealth Management reports 46.59% decrease in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On April 17, 2026 - BCS Wealth Management filed a 13F-HR form disclosing ownership of 81,087 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $48,453,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 151,815 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of -46.59% during the quarter. The current value of the position is $54,976,986 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)
2026-04-17 2026-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 81,087 -70,728 -46.59 48,453 -49.11 9.8894
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 151,815 82,088 117.73 95,208 122.97 9.6154
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 69,727 2,809 4.20 42,699 112,265.79 9.6213
2025-07-15 2025-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 66,918 10,183 17.95 38 31.03 8.1814
2025-04-14 2025-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 56,735 5,676 11.12 29 7.41 7.4972
2025-01-13 2024-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 51,059 51,059 28 6.8419
2024-07-16 2024-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -33,694 -100.00 0 -100.00
2024-04-10 2024-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33,694 7,311 27.71 16 45.45 5.1963
2024-01-11 2023-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26,383 1,078 4.26 12 22.22 4.2437
2023-10-12 2023-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25,305 25,305 10 4.1351
2023-07-19 2023-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -24,615 -100.00 0 -100.00
2023-04-10 2023-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24,615 -25,854 -51.23 9 -47.06 4.1823
2023-01-10 2022-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 50,469 2,606 5.44 18 -99.89 7.4232
2022-10-07 2022-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 47,863 627 1.33 15,713 -4.10 7.3937
2022-07-29 2022-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 47,236 2,065 4.57 16,385 -12.63 7.2790
2022-04-28 2022-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 45,171 2,566 6.02 18,753 0.82 7.7671
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 42,605 -772 -1.78 18,600 8.72 6.6748
2021-10-25 2021-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 43,377 43,377 17,108 7.2590
2021-07-21 2021-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 -49,590 -100.00 0 -100.00
2021-04-28 2021-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 49,590 -1,282 -2.52 18,066 3.33 8.5740
2021-01-21 2020-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 50,872 2,415 4.98 17,484 17.28 9.0796
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 48,457 -2,521 -4.95 14,908 3.18 8.4273
2020-07-21 2020-06-30 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 50,978 665 1.32 14,449 21.27 8.6550
2020-04-10 2020-03-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 50,313 5,594 12.51 11,915 -9.93 8.3469
2020-02-10 2019-12-31 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 44,719 44,719 13,228 8.8155
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.