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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership11,316 shares
Latest Disclosed Value $ 2,964,015
Gladstone Institutional Advisory LLC reports 20.64% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 11,316 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $2,963,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,380 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 20.64% during the quarter. The current value of the position is $3,261,271 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 11,316 1,936 20.64 2,964 22.53 0.1098
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 9,380 613 6.99 2,420 8.52 0.0914
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,767 232 2.72 2,229 10.24 0.0858
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,535 1,373 19.17 2,023 27.33 0.0836
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,162 -343 -4.57 1,588 -11.92 0.0740
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,505 284 3.93 1,803 5.32 0.0837
2024-10-28 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,221 627 9.51 1,713 19.14 0.0836
2024-08-02 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,594 63 0.96 1,438 -3.69 0.0749
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,531 -652 -9.08 1,493 -2.61 0.0819
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,183 88 1.24 1,532 14.24 0.0859
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,095 -845 -10.64 1,341 -15.07 0.0869
2023-08-10 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,940 -7,827 -49.64 1,579 -47.16 0.0963
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 15,767 -1,421 -8.27 2,989 -5.26 0.1935
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 17,188 1,679 10.83 3,155 18.97 0.2226
2023-01-30 2022-09-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 15,509 -406 -2.55 2,651 -5.42 0.2072
2022-10-20 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 15,509 -406 2,651 0.2072
2023-01-30 2022-06-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 15,915 -1,055 -6.22 2,803 -22.29 0.2217
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 15,915 -1,055 2,803 0.2217
2023-01-30 2022-03-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 16,970 4,419 35.21 3,607 27.14 0.2439
2022-05-04 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 16,970 4,419 3,607 0.2439
2023-01-30 2021-12-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 12,551 3,203 34.26 2,837 38.80 0.2198
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 12,551 3,203 2,837 0.2198
2023-01-30 2021-09-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 9,348 7,088 313.63 2,044 301.57 0.1996
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 9,348 7,088 2,044 0.1996
2023-01-30 2021-06-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 2,260 193 9.34 509 15.16 0.0605
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,260 193 509 0.0605
2023-01-30 2021-03-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 2,067 336 19.41 442 31.16 0.0687
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,067 336 442 0.0687
2023-01-30 2020-12-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 1,731 -156 -8.27 337 16.21 0.0671
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,731 -156 337 0.0671
2023-01-30 2020-09-30 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 1,887 -6 -0.32 290 5.07 0.0693
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,887 -6 290 0.0693
2020-08-17 2020-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,893 -59 -3.02 276 22.67 0.0702
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,952 -16 -0.81 225 -30.98 0.0581
2020-02-12 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,968 -1,767 -47.31 326 -43.30 0.0799
2019-11-13 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 3,735 -5,330 -58.80 575 -59.51 0.1462
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 9,065 2,400 36.01 1,420 39.49 0.4326
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,665 -697 -9.47 1,018 4.73 0.3737
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,362 7,362 972 0.5661
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.