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

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership1,152 shares
Latest Disclosed Value $ 348,074
Sigma Planning Corp reports 0.44% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 1,152 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $348,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,147 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 0.44% during the quarter. The current value of the position is $408,142 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,152 5 0.44 348 0.58 0.0097
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,147 40 3.61 347 5.17 0.0096
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,107 -239 -17.76 329 -11.56 0.0094
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,346 -19 -1.39 373 8.45 0.0112
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,365 -522 -27.66 344 -35.04 0.0110
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,887 -193 -9.28 529 -5.04 0.0166
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,080 -7 -0.34 556 6.51 0.0170
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,087 -111 -5.05 522 -8.90 0.0165
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,198 2,198 573 0.0180
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 0 -2,297 -100.00 0 -100.00
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,297 -381 -14.23 492 -20.00 0.0184
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,678 -280 -9.47 615 -3.91 0.0221
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,958 -126 -4.09 640 3.56 0.0213
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,084 -22 -0.71 619 1.98 0.0221
2022-11-10 2022-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,106 -479 -13.36 606 -14.16 0.0231
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,585 -366 -9.26 706 -27.96 0.0245
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,951 80 2.07 980 -10.17 0.0294
2022-02-02 2021-12-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 3,871 265 7.35 1,091 8.02 0.0304
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,606 18 0.50 1,010 -2.88 0.0304
2021-08-13 2021-06-30 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 3,588 -293 -7.55 1,040 -2.44 0.0310
2021-05-06 2021-03-31 13F VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 3,881 1,581 68.74 1,066 73.05 0.0341
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,300 286 14.20 616 42.26 0.0209
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,014 306 17.92 433 26.98 0.0171
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,708 -1,700 -49.88 341 -33.40 0.0150
2020-05-01 2020-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,408 -1,284 -27.37 512 -45.06 0.0304
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,692 1,273 37.23 932 49.84 0.0393
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,419 -252 -6.86 622 -9.06 0.0299
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,671 1,092 42.34 684 47.41 0.0352
2019-05-01 2019-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,579 -2 -0.08 464 19.28 0.0263
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,581 -693 -21.17 389 -36.54 0.0283
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,274 -1,311 -28.59 613 -23.95 0.0360
2018-08-02 2018-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,585 -193 -4.04 806 2.94 0.0540
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,778 180 3.91 783 5.81 0.0572
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,598 1,011 28.19 740 35.04 0.0570
2017-11-06 2017-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,587 430 13.62 548 19.13 0.0452
2017-08-02 2017-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,157 -12,953 -80.40 460 -79.70 0.0432
2017-04-24 2017-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 16,110 12,828 390.86 2,266 418.54 0.2194
2017-01-23 2016-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,282 230 7.54 437 8.71 0.0478
2016-11-07 2016-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,052 120 4.09 402 10.74 0.0477
2016-07-22 2016-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,932 910 45.00 363 50.62 0.0473
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,022 -2,252 -52.69 241 -53.56 0.0329
2016-01-20 2015-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,274 187 4.58 519 7.90 0.0727
2015-11-02 2015-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,087 2,577 170.66 481 136.95 0.0762
2015-07-14 2015-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,510 1,510 203 0.0280
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.