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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership21,774 shares
Latest Disclosed Value $ 5,512,858
Meridian Wealth Management, LLC reports 0.29% decrease in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 21,774 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $5,703,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 21,837 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of -0.29% during the quarter. The current value of the position is $6,387,621 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 21,774 -63 -0.29 5,513 1.14 0.1901
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 21,837 -112 -0.51 5,451 1.17 0.1918
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 21,949 2,194 11.11 5,388 15.08 0.2065
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,755 522 2.71 4,681 9.78 0.1999
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,233 253 1.33 4,265 -6.49 0.2065
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,980 1,432 8.16 4,560 9.56 0.2157
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,548 17,548 4,162 0.2046
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 0 -14,400 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 14,400 475 3.41 3,072 16.64 0.1961
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,925 21 0.15 2,633 -4.77 0.1613
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,904 294 2.16 2,765 7.21 0.2331
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,610 785 6.12 2,580 9.60 0.2250
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,825 3 0.02 2,354 7.39 0.2305
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,822 -846 -6.19 2,191 -8.97 0.2357
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,668 1,354 11.00 2,407 -8.02 0.1969
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,314 91 0.74 2,617 -5.25 0.2860
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,223 5,189 73.77 2,762 79.58 0.2949
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,034 628 9.80 1,538 6.58 0.1897
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,406 678 11.84 1,443 17.70 0.1839
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,728 75 1.33 1,226 11.45 0.1785
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,653 -1,951 -25.66 1,100 -5.90 0.1746
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,604 1,957 34.66 1,169 42.21 0.2866
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,647 -220 -3.75 822 21.42 0.2751
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,867 103 1.79 677 -29.04 0.2999
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,764 134 2.38 954 10.16 0.4588
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,630 -134 -2.32 866 -90.41 0.4077
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,764 230 4.16 9,031 967.49 0.3655
2019-06-03 2019-03-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 5,534 668 13.73 846 31.78 0.3850
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,534 668 8,455
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,866 57 1.19 642 -17.90 0.3781
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,809 62 1.31 782 5.82 0.3362
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,747 285 6.39 739 12.65 0.3478
2018-05-08 2018-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,462 165 3.84 656 7.72 0.3272
2018-01-30 2017-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,297 -158 -3.55 609 -3.33 0.3753
2017-10-31 2017-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,455 -121 -2.64 630 1.61 0.3994
2017-07-25 2017-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,576 191 4.36 620 6.16 0.3928
2017-05-17 2017-03-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 4,385 4,385 584 0.3500
2017-05-15 2017-03-31 13F VANGUARD SMALL CAP ETF ETF 922908751 584,420 584
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.