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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership1,402 shares
Latest Disclosed Value $ 367,283
Nikulski Financial, Inc. reports 25.19% decrease in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 1,402 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $367,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,874 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of -25.19% during the quarter. The current value of the position is $414,151 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 1,402 -472 -25.19 367 -24.02 0.0907
2026-01-15 2025-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,874 -330 -14.97 483 -13.75 0.1156
2025-11-05 2025-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,204 -60 -2.65 561 4.48 0.1409
2025-08-15 2025-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,264 -50 -2.16 537 4.48 0.1469
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,314 -115 -4.73 513 -12.01 0.1551
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,429 -75 -3.00 584 -1.85 0.1716
2024-10-28 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,504 60 2.45 594 11.65 0.1778
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,444 0 0.00 533 -4.66 0.1695
2024-04-18 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,444 95 4.04 559 11.38 0.1853
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,349 -200 -7.85 501 4.16 0.1835
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,549 290 12.84 482 7.13 0.1994
2023-07-28 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,259 -30 -1.31 449 3.70 0.1858
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,289 30 1.33 434 4.59 0.1917
2023-01-25 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,259 0 0.00 415 7.25 0.1977
2022-10-20 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,259 -85 -3.63 386 -6.54 0.1997
2022-07-19 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,344 325 16.10 413 -3.73 0.2049
2022-04-08 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,019 -35 -1.70 429 -7.54 0.1814
2022-02-01 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,054 0 0.00 464 3.34 0.1945
2021-11-05 2021-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,054 345 20.19 449 18.78 0.2076
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,709 415 32.07 378 36.46 0.1761
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,294 0 0.00 277 9.92 0.1420
2021-02-09 2020-12-31 13F/A-1 VANGUARD INDEX FDS SMALL CP ETF 922908751 1,294 1,294 252 0.1382
2020-04-29 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 0 -1,494 -100.00 0 -100.00
2020-02-04 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,494 0 0.00 247 7.86 0.1787
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,494 0 0.00 229 -2.14 0.1908
2019-07-22 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,494 -50 -3.24 234 -0.85 0.1978
2019-04-12 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,544 -123 -7.38 236 7.27 0.2298
2019-01-25 2018-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,667 0 0.00 220 -9.84 0.2309
2018-11-02 2018-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,667 1,667 244 0.2274
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.