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
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership24,493 shares
Latest Disclosed Value $ 8,577,577
Selective Wealth Management, Inc. reports 18.00% increase in ownership of 0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF

On April 30, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 24,493 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) valued at $7,823,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 20,756 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 18.00% during the quarter. The current value of the position is $8,961,866 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 INDEX FDS TOTAL STK MKT 922908769 24,493 3,737 18.00 8,578 20.82 2.5414
2026-01-16 2025-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 20,756 2,111 11.32 7,100 15.52 2.2164
2025-10-10 2025-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 18,645 2,655 16.60 6,146 25.00 1.9781
2025-07-10 2025-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 15,990 2,019 14.45 4,917 34.46 1.7953
2025-04-14 2025-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 13,971 2,623 23.11 3,657 11.74 1.5910
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 11,348 1,776 18.55 3,273 21.01 1.3288
2024-10-09 2024-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 9,572 -188 -1.93 2,704 1.73 1.1233
2024-07-10 2024-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 9,760 -58 -0.59 2,659 6.19 1.1710
2024-04-11 2024-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 9,818 482 5.16 2,503 15.19 1.0877
2024-01-05 2023-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 9,336 4,734 102.87 2,173 124.48 1.0945
2023-10-10 2023-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,602 22 0.48 969 -3.39 0.5323
2023-07-11 2023-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,580 4,580 1,003 0.5004
2023-01-23 2022-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 0 -274 -100.00 0 -100.00
2022-10-21 2022-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 274 -6 -2.14 49 -7.55 0.0210
2022-07-28 2022-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 280 0 0.00 53 -17.19 0.0189
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 280 5 1.82 64 -3.03 0.0232
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 275 105 61.76 66 73.68 0.0269
2021-10-27 2021-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 170 28 19.72 38 31.03 0.0201
2021-07-08 2021-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 142 0 0.00 29 0.00 0.0264
2021-04-09 2021-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 142 0 0.00 29 3.57 0.0264
2021-01-22 2020-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 142 0 0.00 28 16.67 0.0181
2020-10-21 2020-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 142 -103 -42.04 24 -36.84 0.0188
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 245 0 0.00 38 18.75 0.0315
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 245 0 0.00 32 -20.00 0.0501
2020-01-10 2019-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 245 1 0.41 40 8.11 0.0484
2019-10-29 2019-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 244 244 37 0.0509
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.