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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionN.E.W. Advisory Services LLC
Latest Disclosed Ownership12,741 shares
Latest Disclosed Value $ 3,337,217
N.E.W. Advisory Services LLC reports 2.35% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 4, 2026 - N.E.W. Advisory Services LLC filed a 13F-HR form disclosing ownership of 12,741 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $3,337,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,449 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 2.35% during the quarter. The current value of the position is $3,671,956 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,741 292 2.35 3,337 3.92 0.2496
2026-01-28 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,449 -254 -2.00 3,211 -0.59 0.2375
2025-10-27 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,703 230 1.84 3,230 9.31 0.2886
2025-08-18 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,473 -460 -3.56 2,956 3.07 0.2868
2025-05-07 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,933 1,321 11.38 2,868 2.80 0.2195
2025-01-24 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,612 429 3.84 2,790 5.17 0.2649
2024-10-31 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,183 755 7.24 2,653 16.67 0.2615
2024-08-05 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,428 -1,003 -8.77 2,274 -12.98 0.2453
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,431 524 4.80 2,613 12.30 0.2899
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,907 29 0.27 2,327 13.13 0.2812
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,878 452 4.34 2,056 -0.82 0.2925
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,426 -544 -4.96 2,073 -0.29 0.2889
2023-05-10 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,970 -127 -1.14 2,079 2.11 0.3025
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,097 -179 -1.59 2,037 5.66 0.3188
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,276 -61 -0.54 1,927 -3.46 0.3491
2022-08-01 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,337 -4,084 -26.48 1,996 -39.52 0.3490
2022-04-11 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 15,421 3,977 34.75 3,300 27.61 0.6250
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,444 -68 -0.59 2,586 2.74 0.3905
2021-10-13 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,512 -778 -6.33 2,517 -9.00 0.4101
2021-07-15 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,290 -3,011 -19.68 2,766 -16.84 0.4630
2021-04-14 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 15,301 -2,185 -12.50 3,326 -2.32 0.6235
2021-01-14 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,486 -4,594 -20.81 3,405 0.32 0.7161
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 22,080 -2,171 -8.95 3,394 -3.96 0.9587
2020-07-09 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 24,251 -4,331 -15.15 3,534 -25.32 1.0998
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 28,582 28,582 4,732 1.5351
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.