뱅가드 인덱스 펀드 - 뱅가드 대형주 ETF
US ˙ ARCA ˙ US9229086379

SecurityVV / Vanguard Index Funds - Vanguard Large-Cap ETF
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership5,632 shares
Latest Disclosed Value $ 1,683,238
Waldron Private Wealth LLC reports 0.39% increase in ownership of VV / Vanguard Index Funds - Vanguard Large-Cap ETF

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 5,632 shares of Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) valued at $1,683,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 5,610 shares of Vanguard Index Funds - Vanguard Large-Cap ETF. This represents a change in shares of 0.39% during the quarter. The current value of the position is $1,965,005 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-10 2026-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,632 22 0.39 1,683 -4.70 0.0656
2026-01-14 2025-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,610 250 4.66 1,766 6.77 0.0698
2025-10-30 2025-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,360 94 1.79 1,655 9.83 0.0671
2025-07-31 2025-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,266 -186 -3.41 1,507 7.49 0.0657
2025-05-08 2025-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,452 48 0.89 1,401 -3.84 0.0662
2025-01-24 2024-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,404 3 0.06 1,457 2.17 0.0587
2024-10-21 2024-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 5,401 -59 -1.08 1,426 4.32 0.0592
2024-07-31 2024-06-30 13F VANGUARD LARGE-CAP ETF COM 922908637 5,460 0 0.00 1,368 4.43 0.0612
2024-05-09 2024-03-31 13F VANGUARD LARGE-CAP ETF COM 922908637 5,460 -529 -8.83 1,309 0.23 0.0591
2024-08-29 2023-12-31 13F/A-1 VANGUARD LARGE-CAP ETF COM 922908637 5,989 0 0.00 1,306 11.53 0.0621
2024-01-30 2023-12-31 13F VANGUARD LARGE-CAP ETF COM 922908637 5,989 0 1 0.0621
2024-08-29 2023-09-30 13F/A-1 VANGUARD LARGE-CAP ETF COM 922908637 5,989 0 0.00 1,172 -3.54 0.0608
2023-10-26 2023-09-30 13F VANGUARD LARGE-CAP ETF COM 922908637 5,989 0 1 0.0608
2024-08-29 2023-06-30 13F/A-1 VANGUARD LARGE-CAP ETF COM 922908637 5,989 341 6.04 1,214 15.07 0.0606
2023-08-07 2023-06-30 13F VANGUARD LARGE-CAP ETF COM 922908637 5,989 341 1 0.0606
2024-08-29 2023-03-31 13F/A-1 VANGUARD LARGE-CAP ETF COM 922908637 5,648 893 18.78 1,055 0.0513
2023-05-02 2023-03-31 13F VANGUARD LARGE-CAP ETF COM 922908637 5,648 893 1 0.0513
2023-02-08 2022-12-31 13F VANGUARD LARGE-CAP ETF COM 922908637 4,755 0 0.00 1 -100.00 0.0483
2022-11-14 2022-09-30 13F VANGUARD LARGE-CAP ETF COM 922908637 4,755 142 3.08 777 -2.26 0.0483
2022-08-03 2022-06-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,613 0 0.00 795 -17.27 0.0446
2022-05-04 2022-03-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,613 315 7.33 961 1.26 0.0493
2022-02-02 2021-12-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,298 35 0.82 949 10.86 0.0468
2021-11-02 2021-09-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,263 0 0.00 856 0.12 0.0498
2021-08-06 2021-06-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,263 0 0.00 855 8.37 0.0546
2021-05-11 2021-03-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,263 15 0.35 789 5.76 0.0548
2021-02-12 2020-12-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,248 86 2.07 746 14.59 0.0555
2020-11-13 2020-09-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 4,162 435 11.67 651 22.37 0.0557
2020-08-11 2020-06-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 3,727 468 14.36 532 38.18 0.0470
2020-05-05 2020-03-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 3,259 556 20.57 385 -3.51 0.0410
2020-02-07 2019-12-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 2,703 167 6.59 399 15.65 0.0356
2019-11-06 2019-09-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 2,536 0 0.00 345 0.58 0.0351
2019-07-31 2019-06-30 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 2,536 0 0.00 343 3.63 0.0365
2019-05-01 2019-03-31 13F VANGUARD LARGE-CAP INDEX FUND COM 922908637 2,536 0 0.00 331 13.75 0.0373
2019-02-13 2018-12-31 13F Vanguard Large-Cap ETF COM 922908637 2,536 0 0.00 291 -13.91 0.0419
2018-11-20 2018-09-30 13F Vanguard Large-Cap ETF COM 922908637 2,536 67 2.71 338 9.74 0.0658
2018-08-09 2018-06-30 13F Vanguard Large-Cap ETF COM 922908637 2,469 0 0.00 308 3.01 0.0668
2018-05-09 2018-03-31 13F Vanguard Large-Cap ETF COM 922908637 2,469 0 0.00 299 -0.99 0.0673
2018-01-26 2017-12-31 13F Vanguard Large-Cap ETF COM 922908637 2,469 286 13.10 302 20.32 0.0711
2017-11-08 2017-09-30 13F Vanguard Large-Cap ETF COM 922908637 2,183 -65 -2.89 251 0.80 0.0702
2017-08-14 2017-06-30 13F Vanguard Large-Cap ETF COM 922908637 2,248 0 0.00 249 2.89 0.0791
2017-05-18 2017-03-31 13F/A-2 Vanguard Large-Cap ETF COM 922908637 2,248 2,248 242 0.0389
2017-04-27 2017-03-31 13F/A-1 Vanguard Large-Cap ETF COM 922908637 2,248 0 242 0.0361
2017-04-24 2017-03-31 13F Vanguard Large-Cap ETF COM 922908637 2,248 242
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.