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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership127 shares
Latest Disclosed Value $ 33,287
Winch Advisory Services, LLC ownership in VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 127 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $33,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 127 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $36,601 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)
2026-04-30 2026-03-31 13F VANGUARD SMALL CAP ETF ETF 922908751 127 0 0.00 33 3.13 0.0076
2026-02-03 2025-12-31 13F VANGUARD SMALL CAP ETF ETF 922908751 127 1 0.79 33 0.00 0.0073
2025-11-12 2025-09-30 13F VANGUARD SMALL CAP ETF ETF 922908751 126 0 0.00 32 10.34 0.0072
2025-08-07 2025-06-30 13F VANGUARD SMALL CAP ETF ETF 922908751 126 -28 -18.18 30 -14.71 0.0073
2025-05-06 2025-03-31 13F VANGUARD SMALL CAP ETF ETF 922908751 154 1 0.65 34 -5.56 0.0090
2025-01-14 2024-12-31 13F VANGUARD SMALL CAP ETF ETF 922908751 153 -45 -22.73 37 -23.40 0.0096
2024-10-21 2024-09-30 13F VANGUARD SMALL CAP ETF ETF 922908751 198 46 30.26 47 42.42 0.0130
2024-07-31 2024-06-30 13F VANGUARD SMALL CAP ETF ETF 922908751 152 0 0.00 33 -2.94 0.0095
2024-05-14 2024-03-31 13F VANGUARD SMALL CAP ETF ETF 922908751 152 1 0.66 35 6.25 0.0106
2024-01-18 2023-12-31 13F VANGUARD SMALL CAP ETF ETF 922908751 151 0 0.00 32 0.0107
2023-11-06 2023-09-30 13F VANGUARD SMALL CAP ETF ETF 922908751 151 1 0.67 0 0.0103
2023-08-08 2023-06-30 13F VANGUARD SMALL CAP ETF ETF 922908751 150 1 0.67 0 0.0108
2023-05-10 2023-03-31 13F VANGUARD SMALL CAP ETF ETF 922908751 149 0 0.00 0 0.0109
2023-01-26 2022-12-31 13F VANGUARD SMALL CAP ETF ETF 922908751 149 -762 -83.64 0 -100.00 0.0115
2022-10-31 2022-09-30 13F VANGUARD SMALL CAP ETF ETF 922908751 911 18 2.02 156 -0.64 0.0670
2022-08-12 2022-06-30 13F VANGUARD SMALL CAP ETF ETF 922908751 893 0 0.00 157 -17.37 0.0641
2022-04-26 2022-03-31 13F VANGUARD SMALL CP ETF ETF 922908751 893 -234 -20.76 190 -25.49 0.0661
2022-02-04 2021-12-31 13F VANGUARD SMALL CP ETF ETF 922908751 1,127 2 0.18 255 3.66 0.0843
2021-11-10 2021-09-30 13F VANGUARD SMALL CP ETF ETF 922908751 1,125 -12 -1.06 246 -3.91 0.0857
2021-08-05 2021-06-30 13F VANGUARD SMALL CP ETF ETF 922908751 1,137 999 723.91 256 753.33 0.0921
2021-05-03 2021-03-31 13F VANGUARD SMALL CP ETF ETF 922908751 138 0 0.00 30 11.11 0.0120
2021-02-09 2020-12-31 13F VANGUARD SMALL CP ETF ETF 922908751 138 68 97.14 27 145.45 0.0112
2020-11-04 2020-09-30 13F VANGUARD SMALL CP ETF ETF 922908751 70 0 0.00 11 10.00 0.0047
2020-08-12 2020-06-30 13F VANGUARD SMALL CP ETF ETF 922908751 70 0 0.00 10 25.00 0.0048
2020-05-13 2020-03-31 13F VANGUARD SMALL CP ETF ETF 922908751 70 70 8 0.0040
2015-11-13 2015-09-30 13F VANGUARD CRSP US SMALL CAP INDEX SMALL CP ETF 922908751 0 -10,383 -100.00 0 -100.00
2015-08-11 2015-06-30 13F VANGUARD CRSP US SMALL CAP INDEX SMALL CP ETF 922908751 10,383 10,266 8,774.36 1,261 8,907.14 0.6892
2015-05-14 2015-03-31 13F VANGUARD CRSP US SMALL CAP INDEX SMALL CP ETF 922908751 117 117 0.00 14 0.0082
2015-02-11 2014-12-31 13F Vanguard Small Cap SMALL CP ETF 922908751 0 -108 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Vanguard Small Cap SMALL CP ETF 922908751 108 0 0.00 12 -7.69 0.0077
2014-08-15 2014-06-30 13F Vanguard Small Cap SMALL CP ETF 922908751 108 0 0.00 13 8.33 0.0076
2014-05-14 2014-03-31 13F Vanguard Small Cap SMALL CP ETF 922908751 108 108 12 0.0076
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.