Vanguard Index Funds - Vanguard Small-Cap Value ETF
US ˙ ARCA ˙ US9229086114

SecurityVBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership17,148 shares
Latest Disclosed Value $ 3,725,403
IFP Advisors, Inc reports 44.13% increase in ownership of VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 17,148 shares of Vanguard Index Funds - Vanguard Small-Cap Value ETF (US:VBR) valued at $3,725,403 USD as of March 31, 2026. The current value of the position is $4,018,119 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)
2026-04-13 2026-03-31 13F VANGUARD INDEX FDS cs 922908611 17,148 5,250 44.13 3,725 47.88 0.0772
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS cs 922908611 11,898 1,356 12.86 2,520 14.50 0.0566
2026-02-06 2025-09-30 13F/A-1 VANGUARD INDEX FDS SM CP VAL ETF cs 922908611 10,542 2,556 32.01 2,200 41.12 0.0571
2025-12-02 2025-09-30 13F VANGUARD INDEX FDS SM CP VAL ETF cs 922908611 10,566 2,580 2,208 0.0569
2025-07-24 2025-06-30 13F VANGUARD INDEX FDS cs 922908611 7,986 -10,553 -56.92 1,560 -54.88 0.0444
2025-05-05 2025-03-31 13F VANGUARD INDEX FDS cs 922908611 18,539 1,114 6.39 3,456 0.06 0.1066
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS cs 922908611 17,425 1,383 8.62 3,453 7.24 0.1131
2025-02-04 2024-09-30 13F VANGUARD INDEX FDS cs 922908611 16,042 -626 -3.76 3,221 5.85 0.1161
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS cs 922908611 16,668 -2,785 -14.32 3,042 -18.49 0.1207
2024-07-30 2024-03-31 13F VANGUARD INDEX FDS cs 922908611 19,453 -1,472 -7.03 3,732 -0.88 0.1637
2024-01-09 2023-12-31 13F VANGUARD INDEX FDS cs 922908611 20,925 -7,852 -27.29 3,766 -17.96 0.1778
2023-10-12 2023-09-30 13F VANGUARD INDEX FDS cs 922908611 28,777 -6,714 -18.92 4,589 -21.82 0.2063
2023-08-14 2023-06-30 13F/A-1 VANGUARD INDEX FDS cs 922908611 35,491 -11,324 -24.19 5,870 20.81 0.2455
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS cs 922908611 35,491 -11,324 3,684 0.1705
2023-04-18 2023-03-31 13F VANGUARD INDEX FDS cs 922908611 46,815 -24,758 -34.59 4,860 69,314.29 0.2115
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS cs 922908611 71,573 3,286 4.81 7 -99.90 0.1997
2022-11-08 2022-09-30 13F VANGUARD INDEX FDS cs 922908611 68,287 3,233 4.97 7,153 4.88 0.1864
2022-09-06 2022-06-30 13F/A-1 VANGUARD INDEX FDS cs 922908611 65,054 0 0.00 6,820 0.00 0.2187
2022-09-06 2022-03-31 13F/A-1 VANGUARD INDEX FDS cs 922908611 65,054 42,633 190.15 6,820 70.03 0.2187
2022-08-08 2022-03-31 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 22,992 571 2,399 0.0490
2022-01-12 2021-12-31 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 22,421 -629 -2.73 4,011 2.45 0.0784
2021-10-06 2021-09-30 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 23,050 -682 -2.87 3,915 -4.98 0.0783
2021-07-13 2021-06-30 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 23,732 -124 -0.52 4,120 4.28 0.0853
2021-04-30 2021-03-31 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 23,856 6,323 36.06 3,951 58.36 0.0769
2021-01-25 2020-12-31 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 17,533 1,363 8.43 2,495 39.85 0.1011
2020-10-29 2020-09-30 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 16,170 -347 -2.10 1,784 2.35 0.1065
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 16,517 -194 -1.16 1,743 14.22 0.1381
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 16,711 3,252 24.16 1,526 -17.02 0.1540
2020-01-17 2019-12-31 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 13,459 -839 -5.87 1,839 0.05 0.1382
2019-11-07 2019-09-30 13F VANGUARD INDEX FDS SM CP VAL ETF Stock 922908611 14,298 9,700 210.96 1,838 209.95 0.1231
2019-05-15 2019-03-31 13F VANGUARD SMALL CAP VALUEETF ETF 922908611 4,598 -26,179 -85.06 593 -82.98 0.0810
2019-06-03 2018-12-31 13F/A-10 VANGUARD SMALL CAP VALUE ETF ETF 922908611 30,777 -460 -1.47 3,485 -19.94 0.2124
2019-01-23 2018-12-31 13F VANGUARD SMALL CAP VALUE ETF ETF 922908611 30,777 30,777 3,485 0.2124
2019-06-03 2018-09-30 13F/A-9 VANGUARD SMALL CAP VALUE ETF ETF 922908611 31,237 -4,227 -11.92 4,353 -9.61 0.1774
2018-10-25 2018-09-30 13F VANGUARD SMALL CAP VALUE ETF ETF 922908611 31,237 31,237 4,353 0.1774
2019-06-03 2018-06-30 13F/A-8 VANGUARD SMALL CAP VALUE ETF ETF 922908611 35,464 -581 -1.61 4,816 0.63 0.2025
2018-08-07 2018-06-30 13F VANGUARD SMALL CAP VALUE ETF ETF 922908611 35,464 -1,798 4,816
2019-06-03 2018-03-31 13F/A-7 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 36,045 0 0.00 4,786 0.00 0.2169
2018-05-09 2018-03-31 13F VANGUARD SMALL CAP VALUE ETF ETF 922908611 37,262 1,217 4,822
2019-06-03 2017-12-31 13F/A-6 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 36,045 6,408 21.62 4,786 26.38 0.2169
2018-01-24 2017-12-31 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 36,045 6,408 4,786
2017-10-30 2017-09-30 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 29,637 -3,926 -11.70 3,787 -8.19 0.1504
2019-06-03 2017-06-30 13F/A-5 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 33,563 1,589 4.97 4,125 5.02 0.1749
2017-07-31 2017-06-30 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 33,563 1,589 4,125
2019-06-03 2017-03-31 13F/A-4 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 31,974 871 2.80 3,928 4.38 0.1711
2017-04-26 2017-03-31 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 31,974 871 3,928
2019-06-03 2016-12-31 13F/A-3 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 31,103 3,437 12.42 3,763 22.89 0.1816
2017-02-14 2016-12-31 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 31,103 3,437 3,763
2016-11-04 2016-09-30 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 27,666 489 1.80 3,062 6.99 0.1592
2019-06-03 2016-06-30 13F/A-2 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 27,177 22,579 491.06 2,862 382.63 0.1598
2016-08-22 2016-06-30 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 27,177 22,579 2,862
2019-06-03 2016-03-31 13F/A-1 VANGUARD SMALL CAP VALUEETF ETF 922908611 4,598 -21,551 -82.42 593 -77.04 0.0810
2016-05-02 2016-03-31 13F VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 28,493 2,344 2,903
2016-02-11 2015-12-31 13F VANGUARD SMALL-CAP VALUE ETF ETF 922908611 26,149 26,149 2,583 0.1734
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.