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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionPDS Planning, Inc
Latest Disclosed Ownership52,005 shares
Latest Disclosed Value $ 13,621,184
PDS Planning, Inc reports 0.14% decrease in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 52,005 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $13,621,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 52,076 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of -0.14% during the quarter. The current value of the position is $15,256,187 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)
2026-04-21 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 52,005 -71 -0.14 13,621 1.41 0.8985
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 52,076 1,215 2.39 13,433 3.87 0.8973
2025-10-21 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 50,861 -579 -1.13 12,933 6.09 0.8945
2025-07-24 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 51,440 5,668 12.38 12,190 20.11 0.9085
2025-04-24 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 45,772 -97 -0.21 10,150 -7.91 0.8556
2025-02-10 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 45,869 -719 -1.54 11,021 -0.27 0.9791
2024-10-30 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 46,588 -3,363 -6.73 11,051 1.47 0.9904
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 49,951 819 1.67 10,891 -3.03 1.0988
2024-05-01 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 49,132 -680 -1.37 11,231 5.69 1.1800
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 49,812 9,058 22.23 10,626 37.91 1.2103
2023-10-23 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 40,754 570 1.42 7,705 -3.59 0.9969
2023-07-21 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 40,184 533 1.34 7,992 6.33 1.0219
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 39,651 65 0.16 7,516 3.45 1.0363
2023-01-27 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 39,586 7,224 22.32 7,266 31.35 1.1612
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 32,362 3,992 14.07 5,531 10.71 1.0069
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 28,370 2,028 7.70 4,996 -10.75 0.9042
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 26,342 4,238 19.17 5,598 12.05 0.9851
2022-01-25 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 22,104 284 1.30 4,996 4.72 0.9559
2021-10-22 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 21,820 1,325 6.46 4,771 3.34 1.1008
2021-07-26 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 20,495 483 2.41 4,617 7.77 1.1242
2021-04-20 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 20,012 130 0.65 4,284 10.67 1.2435
2021-01-21 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,882 -140 -0.70 3,871 25.72 1.3287
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 20,022 366 1.86 3,079 7.51 1.2539
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,656 8,123 70.43 2,864 115.18 1.2978
2020-04-20 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,533 10,154 736.33 1,331 483.77 0.8495
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,379 6 0.44 228 8.06 0.1439
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,373 1,373 211 0.1464
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.