Vanguard Index Funds - Vanguard Small-Cap ETF
US ˙ ARCA ˙ US9229087518

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership23,391 shares
Latest Disclosed Value $ 6,126,574
Ritholtz Wealth Management reports 27.41% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 23,391 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $6,126,571 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 18,359 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 27.41% during the quarter. The current value of the position is $6,741,286 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 23,391 5,032 27.41 6,127 29.38 0.1063
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,359 -525 -2.78 4,736 -1.37 0.0864
2025-10-28 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,884 -439 -2.27 4,802 4.85 0.0934
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,323 10,393 116.38 4,579 131.26 0.1011
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,930 92 1.04 1,980 -6.74 0.0592
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,838 65 0.74 2,123 2.07 0.0624
2024-10-10 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,773 1,098 14.31 2,081 24.33 0.0627
2024-08-01 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,675 1,761 29.78 1,673 23.83 0.0552
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,914 -791 -11.80 1,352 -5.52 0.0466
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,705 2,088 45.22 1,430 63.80 0.0555
2023-10-13 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,617 261 5.99 873 0.81 0.0392
2023-07-17 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,356 274 6.71 866 12.03 0.0390
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,082 28 0.69 774 3.90 0.0386
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,054 -153 -3.64 744 3.48 0.0415
2022-10-19 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,207 1,908 82.99 719 77.53 0.0382
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,299 70 3.14 405 -14.56 0.0255
2022-04-14 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,229 -353 -13.67 474 -18.84 0.0320
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,582 75 2.99 584 6.57 0.0363
2021-10-14 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,507 58 2.37 548 -0.72 0.0380
2021-07-20 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,449 0 0.00 552 5.34 0.0398
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,449 2,449 524 0.0436
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 0 -1,311 -100.00 0 -100.00
2020-01-17 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,311 1,311 217 0.0317
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.