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

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership4,536 shares
Latest Disclosed Value $ 1,370,949
Meridian Wealth Management, LLC reports 2.24% decrease in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,536 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $1,371,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,640 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of -2.24% during the quarter. The current value of the position is $1,551,856 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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,536 -104 -2.24 1,371 -2.21 0.0481
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,640 167 3.73 1,402 5.26 0.0493
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,473 17 0.38 1,331 7.95 0.0510
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,456 -61 -1.35 1,234 8.44 0.0527
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,517 -108 -2.34 1,137 -12.20 0.0551
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,625 -241 -4.95 1,295 -0.46 0.0613
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,866 4,866 1,301 0.0640
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 0 -5,377 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 5,377 872 19.36 1,300 34.75 0.0830
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,505 -125 -2.70 965 -9.31 0.0591
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,630 -236 -4.85 1,064 0.95 0.0897
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,866 -44 -0.90 1,053 7.01 0.0918
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,910 210 4.47 985 7.31 0.0964
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,700 -2,397 -33.77 917 -34.41 0.0987
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 7,097 4,614 185.82 1,398 126.95 0.1144
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,483 -81 -3.16 616 -14.68 0.0673
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,564 -31 -1.19 722 -0.69 0.0771
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,595 12 0.46 727 -2.94 0.0897
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,583 134 5.47 749 11.29 0.0955
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,449 353 16.84 673 19.96 0.0980
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,096 873 71.38 561 114.12 0.0890
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,223 -35 -2.78 262 4.38 0.0642
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,258 -100 -7.36 251 23.04 0.0840
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,358 101 8.04 204 -18.07 0.0904
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,257 2 0.16 249 9.21 0.1197
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,255 2 0.16 228 -90.23 0.1073
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,253 1 0.08 2,333 936.89 0.0944
2019-06-03 2019-03-31 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,252 1,252 225 0.1024
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,252 1,252 2,250
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 0 -1,209 -100.00 0 -100.00
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,209 1,209 212 0.0998
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.