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

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership204,118 shares
Latest Disclosed Value $ 61,694,560
Wealthspire Advisors, LLC reports 0.31% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 204,118 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $61,694,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 203,486 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 0.31% during the quarter. The current value of the position is $72,768,067 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 204,118 632 0.31 61,695 0.36 0.4845
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 203,486 -153,716 -43.03 61,475 -42.17 0.4892
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 357,202 -6,960 -1.91 106,311 5.41 0.5559
2025-08-11 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 364,162 -8,866 -2.38 100,852 7.38 0.5667
2025-05-09 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 373,028 182,955 96.26 93,917 76.43 0.5611
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 190,073 20,048 11.79 53,232 17.10 0.5290
2024-11-13 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 170,025 51,719 43.72 45,459 53.62 0.4625
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 118,306 13,972 13.39 29,592 8.78 0.3790
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 104,334 24,000 29.88 27,202 40.06 0.3628
2024-02-07 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 80,334 40,669 102.53 19,422 128.63 0.2759
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 39,665 181 0.46 8,495 -6.35 0.1403
2023-08-01 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 39,484 -1,184 -2.91 9,071 3.07 0.1483
2023-05-09 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 40,668 -7,656 -15.84 8,801 -9.17 0.1511
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 48,324 -5,062 -9.48 9,691 -6.98 0.1763
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 53,386 26,842 101.12 10,417 99.18 0.2177
2022-08-09 2022-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 26,544 7,621 40.27 5,230 11.40 0.1093
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,923 -8,623 -31.30 4,695 -39.51 0.1056
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 27,546 20,989 320.10 7,762 322.54 0.1717
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 6,557 3,904 147.15 1,837 138.88 0.0381
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,653 -3,394 -56.13 769 -53.70 0.0202
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 6,047 3,397 128.19 1,661 134.27 0.0394
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,650 2,650 709 0.0211
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 0 -1,412 -100.00 0 -100.00
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,412 1,412 212 0.0089
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.