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

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership2,554 shares
Latest Disclosed Value $ 772,035
Arkadios Wealth Advisors reports 3.03% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 2,554 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $771,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,479 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 3.03% during the quarter. The current value of the position is $873,774 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)
2026-05-18 2026-03-31 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 2,554 75 3.03 772 3.07 0.0081
2026-02-13 2025-12-31 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 2,479 682 37.95 749 40.26 0.0145
2025-10-29 2025-09-30 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,797 917 104.20 535 119.75 0.0128
2025-08-04 2025-06-30 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 880 880 244 0.0072
2024-07-29 2024-06-30 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 0 -1,142 -100.00 0 -100.00
2024-04-30 2024-03-31 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,142 61 5.64 298 13.79 0.0231
2024-01-24 2023-12-31 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,081 144 15.37 261 30.50 0.0221
2023-10-13 2023-09-30 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 937 -31 -3.20 201 -9.91 0.0190
2023-07-26 2023-06-30 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 968 -112 -10.37 222 -4.72 0.0259
2023-05-02 2023-03-31 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,080 1 0.09 234 7.87 0.0278
2023-01-11 2022-12-31 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,079 7 0.65 216 0.0287
2022-10-21 2022-09-30 13F VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,072 39 3.78 0 0.0317
2022-07-14 2022-06-30 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 1,033 55 5.62 0 0.0303
2022-05-02 2022-03-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 978 20 2.09 0 0.0318
2022-02-03 2021-12-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 958 -653 -40.53 0 0.0358
2021-10-19 2021-09-30 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 1,611 0 0.00 0 0.0650
2021-07-28 2021-06-30 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 1,611 0 0.00 0 0.0569
2021-04-26 2021-03-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 1,611 23 1.45 0 0.0728
2021-02-09 2020-12-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 1,588 1,387 690.05 0 -100.00 0.0892
2020-11-10 2020-09-30 13F VANGUARD SMALLCAP GROWTH INDEX FUND Exchange Traded Fund 922908595 201 -75 -27.17 46 -16.36 0.0233
2020-08-10 2020-06-30 13F VANGUARD SMALL-CAP GROWTH INDEX FUND Exchange Traded Fund 922908595 276 -141 -33.81 56 -11.29 0.0308
2020-05-14 2020-03-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND Exchange Traded Fund 922908595 417 1 0.24 63 -27.91 0.0399
2020-02-14 2019-12-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND Exchange Traded Fund 922908595 416 416 87 0.0520
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.