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

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionProsperity Planning, Inc.
Latest Disclosed Ownership18,932 shares
Latest Disclosed Value $ 5,722,105
Prosperity Planning, Inc. reports 2.25% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On April 10, 2026 - Prosperity Planning, Inc. filed a 13F-HR form disclosing ownership of 18,932 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $5,722,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 18,515 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 2.25% during the quarter. The current value of the position is $6,477,016 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)
2026-04-10 2026-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,932 417 2.25 5,722 2.31 1.4499
2026-01-14 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,515 74 0.40 5,594 1.91 1.4631
2025-10-09 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,441 -400 -2.12 5,488 5.19 1.4807
2025-07-11 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,841 579 3.17 5,218 13.49 1.5053
2025-04-11 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,262 68 0.37 4,598 -9.77 1.4396
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,194 -418 -2.25 5,095 2.39 1.6330
2024-10-07 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,612 20 0.11 4,976 7.01 1.5769
2024-07-24 2024-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,592 284 1.55 4,650 -2.58 1.5896
2024-04-16 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,308 887 5.09 4,773 13.35 1.6530
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 17,421 1,013 6.17 4,212 19.83 1.5769
2023-10-25 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 16,408 707 4.50 3,514 -2.58 1.4686
2023-07-13 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 15,701 1,099 7.53 3,607 14.15 1.4890
2023-04-13 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 14,602 981 7.20 3,160 12.10 1.3769
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 13,621 0 0.00 2,819 6.06 1.3934
2022-10-12 2022-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 13,621 3,789 38.54 2,658 4.40 1.3880
2022-07-11 2022-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 9,832 0 0.00 2,546 -13.72 1.3010
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 9,832 0 0.00 2,951 6.50 1.4447
2022-01-21 2021-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 9,832 876 9.78 2,771 10.44 1.4045
2021-10-08 2021-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 8,956 317 3.67 2,509 0.24 1.3683
2021-07-13 2021-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 8,639 699 8.80 2,503 14.76 1.5527
2021-04-12 2021-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 7,940 650 8.92 2,181 11.79 1.5491
2021-02-01 2020-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 7,290 7,290 1,951 1.6529
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.