Vanguard Index Funds - Vanguard Small-Cap Growth ETF
US ˙ ARCA ˙ US9229085959

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionAaron Wealth Advisors LLC
Latest Disclosed Ownership97,146 shares
Latest Disclosed Value $ 29,362,425
Aaron Wealth Advisors LLC reports 11.06% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On April 21, 2026 - Aaron Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 97,146 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $29,362,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 87,472 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 11.06% during the quarter. The current value of the position is $33,235,590 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 SML CP GRW ETF 922908595 97,146 9,674 11.06 29,362 11.11 1.6670
2026-01-21 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 87,472 2,185 2.56 26,426 4.11 1.4443
2025-10-03 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,287 27,486 47.55 25,383 58.57 1.5040
2025-07-09 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 57,801 -297 -0.51 16,007 9.43 1.6352
2025-04-28 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 58,098 2,632 4.75 14,627 -5.84 1.6767
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 55,466 4,475 8.78 15,534 13.94 1.8037
2024-10-17 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 50,991 8,894 21.13 13,633 29.48 1.6238
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 42,097 680 1.64 10,530 -2.49 1.4615
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 41,417 1,772 4.47 10,798 12.67 1.5479
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 39,645 1,685 4.44 9,585 17.88 1.5898
2023-10-19 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 37,960 2,762 7.85 8,130 0.54 1.0487
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 35,198 2,151 6.51 8,086 13.08 1.0514
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 33,047 8,028 32.09 7,152 42.54 0.9833
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 25,019 -347 -1.37 5,017 1.35 0.7327
2022-10-21 2022-09-30 13F Vanguard Small Cap Growth ETF SML CP GRW ETF 922908595 25,366 2,182 9.41 4,950 8.39 0.9127
2022-07-22 2022-06-30 13F VANGUARD SMALL CAP SML CP GRW ETF 922908595 23,184 -5,836,654 -99.60 4,567 -80.66 1.1478
2022-05-10 2022-03-31 13F VANGUARD SMALL CAP SML CP GRW ETF 922908595 5,859,838 5,837,436 26,057.66 23,616 274.14 0.3268
2022-01-21 2021-12-31 13F VANGUARD SMALL CAP SML CP GRW ETF 922908595 22,402 -3,204 -12.51 6,312 -12.00 1.7642
2021-10-21 2021-09-30 13F VANGUARD SMALL CAP SML CP GRW ETF 922908595 25,606 3,292 14.75 7,173 10.93 2.0226
2021-07-29 2021-06-30 13F VANGUARD SMALL CAP GROWTH ETF IV SML CP GRW ETF 922908595 22,314 301 1.37 6,466 6.96 2.1282
2021-04-29 2021-03-31 13F VANGUARD SMALL CAP GROWTH ETF SML CP GRW ETF 922908595 22,013 1,018 4.85 6,045 7.58 2.2183
2021-02-04 2020-12-31 13F VANGUARD SMALL CAP GROWTH ETF SML CP GRW ETF 922908595 20,995 20,995 5,619 2.0577
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.