Vanguard Index Funds - Vanguard Small-Cap Growth ETF
US ˙ ARCA ˙ US9229085959

SecurityVBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
InstitutionLido Advisors, LLC
Latest Disclosed Ownership5,626 shares
Latest Disclosed Value $ 1,700,879
Lido Advisors, LLC reports 20.37% increase in ownership of VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 5,626 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) valued at $1,700,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,674 shares of Vanguard Index Funds - Vanguard Small-Cap Growth ETF. This represents a change in shares of 20.37% during the quarter. The current value of the position is $1,924,767 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 5,626 952 20.37 1,701 21.43 0.0050
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,674 -633 -11.93 1,401 -11.45 0.0042
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 5,307 256 5.07 1,581 13.01 0.0050
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 5,051 1,722 51.73 1,400 66.95 0.0055
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,329 50 1.52 838 -8.71 0.0038
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,279 1,872 133.05 918 144.15 0.0042
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,407 -99 -6.57 376 -0.27 0.0019
2024-08-15 2024-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,506 37 2.52 377 -1.57 0.0021
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,469 -122 -7.67 383 -0.26 0.0023
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,591 -268 -14.42 385 -3.52 0.0026
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,859 179 10.65 398 3.11 0.0030
2023-08-09 2023-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,680 -179 -9.63 386 -3.98 0.0028
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,859 773 71.18 402 85.25 0.0039
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,086 1,086 218 0.0027
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 0 -2,751 -100.00 0 -100.00
2022-05-17 2022-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,751 1,622 143.67 682 114.47 0.0076
2022-02-15 2021-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,129 -7 -0.62 318 0.00 0.0035
2022-02-15 2021-09-30 13F/A-1 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,136 -20 -1.73 318 -5.07 0.0044
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 5,443 4,287 318 0.0041
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,156 199 20.79 335 27.38 0.0047
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 957 957 263 0.0077
2020-08-12 2020-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 0 -1,771 -100.00 0 -100.00
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,771 -331 -15.75 266 -36.36 0.0172
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,102 613 41.17 418 54.24 0.0243
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,489 -220 -12.87 271 -14.78 0.0211
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,709 276 19.26 318 23.74 0.0269
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,433 27 1.92 257 21.80 0.0230
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,406 0 0.00 211 -19.77 0.0292
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,406 1,406 263 0.0340
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.