Vanguard Index Funds - Vanguard Small-Cap ETF
US ˙ ARCA ˙ US9229087518

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership22,721 shares
Latest Disclosed Value $ 5,951,084
Evercore Wealth Management, LLC reports 0.01% decrease in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 22,721 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $5,951,084 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,723 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of -0.01% during the quarter. The current value of the position is $6,548,192 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 22,721 -2 -0.01 5,951 1.54 0.0505
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 22,723 -1,290 -5.37 5,861 -4.01 0.0859
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 24,013 -528 -2.15 6,106 5.00 0.0896
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 24,541 -50 -0.20 5,816 6.64 0.0904
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 24,591 -13 -0.05 5,453 -7.75 0.0876
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 24,604 -2,229 -8.31 5,912 -7.13 0.0886
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 26,833 0 0.00 6,365 8.80 0.0955
2024-08-14 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 26,833 -805 -2.91 5,851 -7.39 0.0921
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 27,638 -1,093 -3.80 6,318 3.07 0.0990
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 28,731 411 1.45 6,129 14.48 0.1028
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 28,320 -1,210 -4.10 5,354 -8.84 0.1002
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 29,530 0 0.00 5,873 4.93 0.1077
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 29,530 -1,011 -3.31 5,598 -0.14 0.1116
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 30,541 334 1.11 5,605 8.58 0.1175
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 30,207 -254 -0.83 5,162 -3.77 0.1164
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 30,461 -230 -0.75 5,364 -17.77 0.1131
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 30,691 0 0.00 6,523 -5.95 0.1154
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 30,691 -443 -1.42 6,936 1.88 0.1128
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 31,134 -500 -1.58 6,808 -4.46 0.1232
2021-08-16 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 31,634 -589 -1.83 7,126 3.31 0.1304
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 32,223 77 0.24 6,898 10.21 0.1367
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 32,146 -579 -1.77 6,259 24.36 0.1349
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 32,725 -1,654 -4.81 5,033 0.48 0.1232
2020-08-13 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 34,379 -725 -2.07 5,009 23.59 0.1338
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 35,104 -2,208 -5.92 4,053 -34.43 0.1336
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,312 -345 -0.92 6,181 6.66 0.1665
2019-11-14 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,657 -225 -0.59 5,795 -2.36 0.1700
2019-08-13 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,882 85 0.22 5,935 2.77 0.1803
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,797 210 0.56 5,775 16.41 0.1860
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,587 2,385 6.78 4,961 -13.31 0.1874
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 35,202 -275 -0.78 5,723 3.62 0.1830
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 35,477 -1,073 -2.94 5,523 2.85 0.1887
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 36,550 271 0.75 5,370 0.15 0.2051
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 36,279 -595 -1.61 5,362 2.90 0.1994
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 36,874 -240 -0.65 5,211 3.58 0.2029
2017-08-11 2017-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,114 0 0.00 5,031 1.70 0.1943
2017-05-12 2017-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 37,114 922 2.55 4,947 6.00 0.1936
2017-02-08 2016-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 36,192 -1 -0.00 4,667 5.54 0.1934
2016-11-10 2016-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 36,193 261 0.73 4,422 6.37 0.1830
2016-09-20 2016-06-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 35,932 7,747 27.49 4,157 32.30 0.1837
2016-08-01 2016-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 25,791 2,984
2016-05-02 2016-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 28,185 1,092 4.03 3,142 4.80 0.1388
2016-02-16 2015-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 27,093 -346 -1.26 2,998 1.22 0.1392
2015-11-16 2015-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 27,439 -12,340 -31.02 2,962 -38.73 0.1415
2015-08-06 2015-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 39,779 -1,807 -4.35 4,834 -5.18 0.2182
2015-05-06 2015-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 41,586 -41,299 -49.83 5,098 -47.27 0.2340
2015-02-13 2014-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 82,885 -24,702 -22.96 9,669 -18.76 0.4820
2014-11-13 2014-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 107,587 -12,835 -10.66 11,902 -15.62 0.5963
2014-08-14 2014-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 120,422 -34,890 -22.46 14,105 -19.59 0.7273
2014-05-15 2014-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 155,312 38,830 33.34 17,541 37.01 0.9836
2014-02-11 2013-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 116,482 86,299 285.92 12,803 314.07 0.7036
2013-11-13 2013-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 30,183 7,465 32.86 3,092 45.44 0.1771
2013-08-14 2013-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 22,718 22,718 2,126 0.1203
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.