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

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionCwm, Llc
Latest Disclosed Ownership118,422 shares
Latest Disclosed Value $ 35,793,171
Cwm, Llc reports 2.95% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 118,422 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $35,793,050 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 115,034 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 2.95% during the quarter. The current value of the position is $41,955,730 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 118,422 3,388 2.95 35,793 105,173.53 0.0931
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 115,034 63,148 121.71 35 126.67 0.0942
2025-10-15 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 51,886 -2,529 -4.65 15 0.00 0.0464
2025-07-25 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 54,415 -2,660 -4.66 15 7.14 0.0531
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 57,075 31,591 123.96 14 100.00 0.0573
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 25,484 43 0.17 7 16.67 0.0296
2024-10-08 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 25,441 474 1.90 7 0.00 0.0293
2024-07-10 2024-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 24,967 1,790 7.72 6 0.00 0.0294
2024-04-05 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 23,177 671 2.98 6 20.00 0.0294
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 22,506 1,204 5.65 5 25.00 0.0293
2023-10-11 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 21,302 -3,352 -13.60 5 -20.00 0.0280
2023-08-03 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 24,654 2,827 12.95 6 25.00 0.0350
2023-05-01 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 21,827 2,095 10.62 5 33.33 0.0319
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 19,732 5,667 40.29 4 -99.89 0.0291
2022-10-27 2022-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 14,065 3,699 35.68 2,745 34.36 0.0218
2022-07-28 2022-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 10,366 -719 -6.49 2,043 -25.71 0.0158
2022-04-21 2022-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 11,085 -51,787 -82.37 2,750 -84.48 0.0195
2022-01-31 2021-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 62,872 -23,077 -26.85 17,717 -28.87 0.1247
2021-09-15 2021-06-30 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2021-07-29 2021-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 24,907 0.1985
2021-09-15 2021-03-31 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2021-04-27 2021-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 82,060 -3,889 22,538 0.1982
2021-09-15 2020-12-31 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2021-01-27 2020-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 73,332 -12,617 19,628 0.1840
2021-09-15 2020-09-30 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 57,054 -28,895 12,263 0.1363
2021-09-15 2020-06-30 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2020-07-22 2020-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 42,125 -43,824 8,408 0.0997
2021-09-15 2020-03-31 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2020-04-28 2020-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,396 -84,553 210 0.0031
2021-09-14 2019-12-31 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2020-01-27 2019-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,158 -83,791 429 0.0055
2021-09-14 2019-09-30 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,307 -82,642 602 0.0088
2021-09-14 2019-06-30 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 0 0.00 24,907 0.00 0.1985
2019-07-31 2019-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,702 -82,247 689 0.0114
2021-09-02 2019-03-31 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 85,949 81,931 2,039.10 24,907 4,016.86 0.1985
2019-04-22 2019-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,666 -352 659 0.0132
2019-01-25 2018-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,018 647 19.19 605 -4.12 0.0151
2018-10-29 2018-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,371 603 21.78 631 29.57 0.0161
2018-07-31 2018-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,768 0 0.00 487 7.27 0.0160
2018-04-26 2018-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,768 29 1.06 454 2.95 0.0180
2018-01-16 2017-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,739 169 6.58 441 12.50 0.0196
2017-10-16 2017-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,570 85 3.42 392 8.29 0.0185
2017-07-17 2017-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,485 -350 -12.35 362 -9.27 0.0186
2017-04-17 2017-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,835 445 18.62 399 25.47 0.0226
2017-01-19 2016-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,390 614 34.57 318 35.90 0.0195
2016-10-17 2016-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,776 969 120.07 234 134.00 0.0162
2016-07-21 2016-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 807 -81 -9.12 100 -5.66 0.0073
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 888 874 6,242.86 106 5,200.00 0.0093
2016-02-01 2015-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 14 14 2 0.0002
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.