뱅가드 인덱스 펀드 - 뱅가드 소형주 ETF
US ˙ ARCA ˙ US9229087518

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership20,419 shares
Latest Disclosed Value $ 5,348,043
Cornerstone Wealth Management, LLC reports 3.71% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,419 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $5,348,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 19,688 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 3.71% during the quarter. The current value of the position is $5,884,756 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)
2026-04-23 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 20,419 731 3.71 5,348 5.32 0.2675
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,688 275 1.42 5,078 2.88 0.2642
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 19,413 565 3.00 4,936 10.52 0.2726
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,848 765 4.23 4,467 11.37 0.2712
2025-04-18 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,083 -682 -3.63 4,010 -11.05 0.2714
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,765 954 5.36 4,509 6.72 0.3044
2024-10-16 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,811 -88 -0.49 4,225 8.25 0.2975
2024-07-16 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,899 707 4.11 3,903 -0.69 0.3003
2024-04-19 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,192 -907 -5.01 3,930 1.76 0.3182
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 18,099 171 0.95 3,861 13.93 0.3320
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,928 303 1.72 3,390 -3.31 0.3200
2023-07-14 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,625 481 2.81 3,506 7.88 0.3131
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,144 1,016 6.30 3,250 17.89 0.3192
2022-10-14 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 16,128 1,060 7.03 2,756 3.84 0.3068
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 15,068 1,124 8.06 2,654 -10.43 0.2942
2022-04-21 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,944 -31 -0.22 2,963 -5.73 0.2879
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,975 841 6.40 3,143 9.44 0.2996
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 13,134 543 4.31 2,872 1.27 0.3056
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,591 410 3.37 2,836 8.74 0.2985
2021-04-30 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,181 -465 -3.68 2,608 5.93 0.3084
2021-01-29 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,646 864 7.33 2,462 35.87 0.3091
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,782 -255 -2.12 1,812 3.31 0.2686
2020-07-16 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,037 270 2.29 1,754 29.16 0.2837
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,767 713 6.45 1,358 -25.83 0.2618
2020-02-20 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,054 217 2.00 1,831 9.77 0.2967
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,837 814 8.12 1,668 5.90 0.2943
2019-08-02 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,023 -32 -0.32 1,575 -59.92 0.2829
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 10,055 1,044 11.59 3,930 231.65 0.4773
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 9,011 -1,095,246 -99.18 1,185 -84.70 0.2531
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,104,257 -314,300 -22.16 7,743 -14.67 0.0974
2018-07-20 2018-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,418,557 1,410,082 16,638.14 9,074 647.45 0.1023
2018-04-24 2018-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,475 -189 -2.18 1,214 -7.04 0.2316
2018-02-09 2017-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,664 921 11.89 1,306 17.98 0.2451
2017-11-14 2017-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,743 484 6.67 1,107 12.50 0.2294
2017-08-11 2017-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,259 -167 -2.25 984 1.03 0.2207
2017-05-11 2017-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,426 2,977 66.91 974 68.80 0.2409
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,449 1,564 54.21 577 65.80 0.1851
2016-10-31 2016-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,885 245 9.28 348 16.00 0.1285
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,640 2,640 300 0.2278
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.