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

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership9,461 shares
Latest Disclosed Value $ 2,478,193
Western Wealth Management, LLC reports 4.21% increase in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,461 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $2,478,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,079 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of 4.21% during the quarter. The current value of the position is $2,726,660 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)
2026-05-19 2026-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 9,461 382 4.21 2,478 5.85 0.0576
2026-02-05 2025-12-31 13F VANGUARD SMALL MF Closed and MF Open 922908751 9,079 4,194 85.85 2,342 88.49 0.1079
2025-11-06 2025-09-30 13F VANGUARD SMALL MF Closed and MF Open 922908751 4,885 -600 -10.94 1,242 -4.39 0.0655
2025-08-11 2025-06-30 13F VANGUARD SMALL MF Closed and MF Open 922908751 5,485 342 6.65 1,300 13.95 0.0771
2025-04-23 2025-03-31 13F VANGUARD SMALL MF Closed and MF Open 922908751 5,143 -128 -2.43 1,141 -9.95 0.0755
2025-04-16 2024-12-31 13F/A-1 VANGUARD SMALL MF Closed and MF Open 922908751 5,271 -354 -6.29 1,267 -5.10 0.0825
2025-02-18 2024-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,580 -4,045 380 0.1140
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,625 247 4.59 1,334 13.82 0.0761
2024-07-19 2024-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,378 267 5.22 1,173 0.34 0.0869
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,111 4 0.08 1,168 7.25 0.0908
2024-01-31 2023-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,107 784 18.14 1,089 33.29 0.0785
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,323 1,272 41.69 817 34.82 0.0691
2023-08-30 2023-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 3,051 -913 -23.03 607 -19.31 0.0518
2023-08-30 2023-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 3,964 -1,898 -32.38 751 -30.20 0.0699
2023-02-03 2022-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 5,862 -4,136 -41.37 1,076 -38.23 0.1100
2022-11-07 2022-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 9,998 3,313 49.56 1,742 46.63 0.0998
2022-07-18 2022-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,685 383 6.08 1,188 -11.34 0.0682
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,302 1,984 45.95 1,340 37.58 0.0650
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 4,318 2,098 94.50 974 94.02 0.0962
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 2,220 2,220 502 0.0516
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 0 -1,503 -100.00 0 -100.00
2020-10-27 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,503 1,503 231 0.0377
2020-04-27 2020-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 0 -1,316 -100.00 0 -100.00
2020-02-10 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,316 -32 -2.37 218 5.31 0.0330
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,348 -33 -2.39 207 -5.05 0.0431
2019-08-06 2019-06-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 1,381 1,381 218 0.0286
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.