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
InstitutionOrgel Wealth Management, LLC
Latest Disclosed Ownership6,619 shares
Latest Disclosed Value $ 2,123,442
Orgel Wealth Management, LLC reports 8.21% increase in ownership of 0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF

On April 7, 2026 - Orgel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,619 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) valued at $2,114,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,117 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 8.21% during the quarter. The current value of the position is $2,421,859 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)
2026-04-07 2026-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 6,619 502 8.21 2,123 3.56 0.0458
2026-01-07 2025-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 6,117 70 1.16 2,051 3.33 0.0452
2025-10-06 2025-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 6,047 392 6.93 1,984 15.48 0.0453
2025-07-10 2025-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,655 1,005 21.61 1,719 34.43 0.0414
2025-04-15 2025-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,650 -1,130 -19.55 1,278 -23.70 0.0332
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,780 1,842 46.78 1,675 50.22 0.0437
2024-10-17 2024-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,938 739 23.10 1,115 30.41 0.0279
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,199 -8 -0.25 856 2.64 0.0231
2024-04-15 2024-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,207 606 23.30 834 35.01 0.0229
2024-01-11 2023-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,601 6 0.23 617 11.98 0.0182
2023-10-26 2023-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,595 605 30.40 551 25.80 0.0186
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,990 103 5.46 438 13.77 0.0145
2023-04-06 2023-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,887 -325 -14.69 385 -8.77 0.0138
2023-01-17 2022-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,212 -40 -1.78 423 4.46 0.0163
2022-10-25 2022-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,252 75 3.45 404 -1.70 0.0199
2022-07-13 2022-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,177 -297 -12.00 411 -27.00 0.0233
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,474 316 14.64 563 8.06 0.0386
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,158 240 12.51 521 22.30 0.0503
2021-10-26 2021-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,918 197 11.45 426 11.23 0.0484
2021-07-23 2021-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,721 141 8.92 383 17.13 0.0480
2021-04-28 2021-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,580 24 1.54 327 7.92 0.0463
2021-02-08 2020-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,556 50 3.32 303 18.36 0.0622
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,506 -1,530 -50.40 256 -46.11 0.0714
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,036 226 8.04 475 31.22 0.1790
2020-04-28 2020-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,810 -172 -5.77 362 -25.82 0.1435
2020-01-27 2019-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,982 739 32.95 488 43.95 0.1340
2019-12-06 2019-09-30 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,243 52 2.37 339 3.04 0.1273
2019-10-15 2019-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,243 52 339
2020-01-28 2019-06-30 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,191 395 21.99 329 26.54 0.1283
2019-07-12 2019-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,191 395 329 128,767.6273
2020-01-28 2019-03-31 13F/A-2 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,796 1,796 260 0.0878
2020-01-28 2019-03-31 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,796 0 260 0.0878
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.