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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership863,565 shares
Latest Disclosed Value $ 227,054,691
Cerity Partners LLC reports 12.04% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 863,565 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $226,184,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 770,780 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 12.04% during the quarter. The current value of the position is $253,335,428 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 VANGUARD INDEX FDS SMALL CP ETF 922908751 863,565 92,785 12.04 227,055 14.19 0.1594
2026-02-11 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 770,780 119,995 18.44 198,837 20.16 0.2898
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS COM 922908751 650,785 22,223 3.54 165,481 11.09 0.2683
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS ETF 922908751 628,562 51,128 8.85 148,961 16.33 0.2656
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS ETF 922908751 577,434 158,804 37.93 128,046 27.30 0.2594
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS ETF 922908751 418,630 42,086 11.18 100,584 12.59 0.2182
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS Stock 922908751 376,544 59,004 18.58 89,339 28.99 0.1978
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 317,540 80,230 33.81 69,257 28.80 0.1824
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS Stock 922908751 237,310 -5,477,702 -95.85 53,770 -11.36 0.1420
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908751 5,715,012 5,463,111 2,168.75 60,661 27.37 0.1993
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS Equities 922908751 251,901 43,474 20.86 47,627 14.89 0.2316
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS ETF 922908751 208,427 25,913 14.20 41,454 19.85 0.1614
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908751 182,514 17,907 10.88 34,589 12.30 0.0816
2023-02-15 2022-12-31 13F VANGUARD INDEX FDS ETF 922908751 164,607 105,455 178.28 30,799 204.67 0.1973
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS ETF 922908751 59,152 2,790 4.95 10,109 1.84 0.1215
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS EX TRD EQ FD 922908751 56,362 963 1.74 9,926 -13.28 0.1097
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS Stock 922908751 55,399 18,009 48.17 11,446 35.46 0.1778
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS ETF 922908751 37,390 10,082 36.92 8,450 41.52 0.1286
2021-10-25 2021-09-30 13F Vanguard Small Cap ETF ETF 922908751 27,308 261 0.96 5,971 -2.00 0.1314
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS ETF 922908751 27,047 5,961 28.27 6,093 34.98 0.1333
2021-08-11 2021-03-31 13F/A-1 VANGUARD INDEX FDS ETF 922908751 21,086 10,789 104.78 4,514 125.14 0.1072
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS ETF 922908751 21,494 11,197 4,601 0.1363
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS ETF 922908751 10,297 -144 -1.38 2,005 24.84 0.0643
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS COM 922908751 10,441 -1,161 -10.01 1,606 -4.97 0.0661
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 11,602 521 4.70 1,690 32.13 0.0934
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,649 568 1,697 93,593.6085
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,081 2,328 26.60 1,279 -11.79 0.0805
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,753 788 9.89 1,450 18.27 0.0739
2019-10-30 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,965 1,816 29.53 1,226 27.31 0.0720
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,149 2,109 52.20 963 56.08 0.0607
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,040 -333 -7.61 617 6.93 0.0415
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,373 1,438 48.99 577 20.96 0.0386
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,935 687 30.56 477 36.29 0.0330
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,248 163 7.82 350 14.38 0.0259
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,085 80 3.99 306 3.38 0.0234
2018-02-14 2017-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,005 250 14.25 296 19.35 0.0199
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,755 1,755 248 0.0176
2017-08-10 2017-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 0 -1,755 -100.00 0 -100.00
2017-05-02 2017-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,755 1,755 234 0.0195
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.