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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership310,293 shares
Latest Disclosed Value $ 81,271,950
Merit Financial Group, LLC reports 8.40% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 310,293 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $81,271,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 286,260 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 8.40% during the quarter. The current value of the position is $89,426,443 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)
2026-04-15 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 310,293 24,033 8.40 81,272 10.06 0.4672
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 286,260 27,673 10.70 73,841 12.30 0.4453
2025-11-07 2025-09-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 258,587 45,273 21.22 65,754 30.07 0.6040
2025-10-20 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 258,612 45,298 65,760 0.6039
2025-07-22 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 213,314 35,428 19.92 50,551 28.15 0.5637
2025-04-09 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 177,886 95,664 116.35 39,446 99.67 0.5908
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 82,222 6,512 8.60 19,756 10.01 0.3550
2024-10-17 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 75,710 -2,615 -3.34 17,959 5.16 0.4015
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 78,325 2,697 3.57 17,078 3.23 0.3765
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 75,628 57,019 306.41 16,543 316.78 0.3941
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,609 8,413 82.51 3,970 105.97 0.1208
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,196 71 0.70 1,928 -4.27 0.0631
2023-08-01 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,125 -497 -4.68 2,014 0.00 0.0652
2023-04-24 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,622 1,659 18.51 2,014 22.37 0.0732
2023-01-13 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,963 823 10.11 1,645 18.26 0.0595
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,140 1,636 25.15 1,391 21.48 0.0604
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,504 -280 -4.13 1,145 -20.60 0.0354
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,784 3,850 131.22 1,442 117.50 0.0870
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,934 44 1.52 663 4.91 0.0650
2021-10-27 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,890 -30 -1.03 632 -3.95 0.0661
2021-08-16 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,920 60 2.10 658 7.52 0.0619
2021-05-18 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,860 0 0.00 612 9.87 0.0640
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,860 17 0.60 557 27.46 0.0538
2020-11-10 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,843 -28 -0.98 437 4.55 0.0399
2020-08-13 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,871 -218 -7.06 418 17.09 0.0416
2020-05-05 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 3,089 -121 -3.77 357 -32.89 0.0399
2020-01-16 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 3,210 3,210 532 0.0471
2019-08-13 2019-06-30 13F VANGUARD SMALL MF Closed and MF Open 922908751 0 -2,128 -100.00 0 -100.00
2019-05-16 2019-03-31 13F VANGUARD SMALL MF Closed and MF Open 922908751 2,128 2,128 342 0.0417
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.