Vanguard Index Funds - Vanguard Total Stock Market ETF
GB ˙ LSE ˙ US9229087690
365,90 $ ↓ -7,85 (-2,10%)
2026-06-05
DEL PRIS
SecurityGB:0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership121,578 shares
Latest Disclosed Value $ 39,002,925
EverSource Wealth Advisors, LLC reports 26.96% increase in ownership of 0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 121,578 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) valued at $38,832,901 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 95,759 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 26.96% during the quarter. The current value of the position is $44,484,782 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)
2026-05-15 2026-03-31 13F/A-1 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 121,578 25,819 26.96 39,003 21.48 0.1810
2026-05-14 2026-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 11,682 -84,077 3,597 0.0198
2026-02-06 2025-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 95,759 974 1.03 32,105 3.21 1.1811
2025-11-10 2025-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 94,785 7,990 9.21 31,106 17.92 1.2303
2025-08-13 2025-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 86,795 14,362 19.83 26,380 32.51 1.1911
2025-05-13 2025-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 72,433 2,922 4.20 19,908 -1.18 1.0930
2025-02-10 2024-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 69,511 2,331 3.47 20,145 5.90 1.1324
2024-11-08 2024-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 67,180 -420 -0.62 19,023 3.24 1.2044
2024-08-13 2024-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 67,600 -81 -0.12 18,426 9.50 1.2237
2024-06-11 2024-03-31 13F/A-1 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 67,681 2,801 4.32 16,826 9.33 1.3227
2024-05-13 2024-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 64,880 0 15,391 0.5449
2024-02-09 2023-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 64,880 -6,487 -9.09 15,391 1.52 1.4096
2023-11-03 2023-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 71,367 -1,570 -2.15 15,159 -5.65 1.6077
2023-08-04 2023-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 72,937 -1,142 -1.54 16,067 6.26 1.7712
2023-05-11 2023-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 74,079 320 0.43 15,120 7.21 1.8820
2023-02-09 2022-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 73,759 10,129 15.92 14,102 23.50 2.1354
2022-11-07 2022-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 63,630 -3,805 -5.64 11,419 -10.23 2.6142
2022-08-01 2022-06-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 67,435 1,257 1.90 12,720 -15.58 3.2789
2022-05-25 2022-03-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 66,178 1,485 2.30 15,067 -3.54 3.8215
2022-02-17 2021-12-31 13F/A-1 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 64,693 64,693 15,620 4.3736
2022-02-07 2021-12-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 64,480 64,480 15,568 4.3612
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.