先鋒指數基金 - 先鋒小型股 ETF
US ˙ ARCA ˙ US9229087518

SecurityVB / Vanguard Index Funds - Vanguard Small-Cap ETF
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership13,235 shares
Latest Disclosed Value $ 3,466,510
IHT Wealth Management, LLC reports 0.34% decrease in ownership of VB / Vanguard Index Funds - Vanguard Small-Cap ETF

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 13,235 shares of Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) valued at $3,466,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,280 shares of Vanguard Index Funds - Vanguard Small-Cap ETF. This represents a change in shares of -0.34% during the quarter. The current value of the position is $3,909,619 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 SMALL SMALL CP ETF 922908751 13,235 -45 -0.34 3,467 1.17 0.0802
2026-02-17 2025-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 13,280 -872 -6.16 3,426 -4.78 0.0832
2025-11-14 2025-09-30 13F VANGUARD SMALL SMALL CP ETF 922908751 14,152 593 4.37 3,599 11.98 0.0910
2025-08-14 2025-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 13,559 1,151 9.28 3,213 16.79 0.0883
2025-05-15 2025-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 12,408 1,529 14.05 2,752 5.28 0.0859
2025-02-14 2024-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 10,879 -6,493 -37.38 2,614 -36.53 0.0843
2024-11-14 2024-09-30 13F VANGUARD SMALL SMALL CP ETF 922908751 17,372 7,887 83.15 4,118 99.08 0.1168
2024-08-14 2024-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 9,485 -105 -1.09 2,068 -5.66 0.0772
2024-05-15 2024-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 9,590 -44 -0.46 2,192 6.67 0.0879
2024-02-14 2023-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 9,634 -418 -4.16 2,055 8.16 0.0916
2023-11-14 2023-09-30 13F VANGUARD SMALL SMALL CP ETF 922908751 10,052 -428 -4.08 1,901 -8.83 0.0964
2023-08-15 2023-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 10,480 -825 -7.30 2,084 -2.75 0.1086
2023-05-15 2023-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 11,305 701 6.61 2,143 10.12 0.1223
2023-02-15 2022-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 10,604 -2,085 -16.43 1,946 -10.28 0.1223
2022-11-22 2022-09-30 13F VANGUARD SMALL SMALL CP ETF 922908751 12,689 3,624 39.98 2,169 35.90 0.1648
2022-08-15 2022-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 9,065 -410 -4.33 1,596 -20.75 0.1407
2022-05-16 2022-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 9,475 -480 -4.82 2,014 -10.49 0.1527
2022-02-14 2021-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 9,955 -7 -0.07 2,250 3.31 0.1659
2021-11-15 2021-09-30 13F VANGUARD SMALL SMALL CP ETF 922908751 9,962 294 3.04 2,178 0.00 0.1773
2021-08-16 2021-06-30 13F VANGUARD SMALL-CAP INDEX FUND SMALL CP ETF 922908751 9,668 2,177 29.06 2,178 35.79 0.1381
2021-05-18 2021-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 7,491 812 12.16 1,604 23.38 0.1154
2021-02-17 2020-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,679 -147 -2.15 1,300 23.81 0.1081
2020-11-19 2020-09-30 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,826 1,293 23.37 1,050 30.27 0.1054
2020-08-14 2020-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 5,533 -2,134 -27.83 806 -8.93 0.1104
2020-05-13 2020-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 7,667 -798 -9.43 885 -36.88 0.1274
2020-02-18 2019-12-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 8,465 1,175 16.12 1,402 24.96 0.1660
2019-11-15 2019-09-30 13F VANGUARD SMALL SM CP VAL ETF 922908751 7,290 1,175 19.22 1,122 17.12 0.1526
2019-08-12 2019-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 6,115 -751 -10.94 958 -8.67 0.1391
2019-05-16 2019-03-31 13F VANGUARD INDEX FDS SMALL CP ETF 922908751 6,866 723 11.77 1,049 29.35 0.1748
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR SMALL CP ETF 922908751 6,143 2,237 57.27 811 27.72 0.1561
2018-11-14 2018-09-30 13F VANGUARD SMALL SMALL CP ETF 922908751 3,906 299 8.29 635 13.19 0.1373
2018-08-13 2018-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 3,607 575 18.96 561 28.97 0.1433
2018-05-14 2018-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 3,032 -620 -16.98 435 -20.77 0.1168
2018-02-14 2017-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 3,652 1,128 44.69 549 52.50 0.1453
2017-11-14 2017-09-30 13F VANGUARD SMALL TOTAL STK MKT 922908751 2,524 116 4.82 360 35,900.00 0.1533
2017-08-14 2017-06-30 13F/A-1 VANGUARD SMALL SMALL CP ETF 922908751 2,408 800 49.75 1 -99.52 0.0005
2017-08-14 2017-06-30 13F VANGUARD SMALL SMALL CP ETF 922908751 2,408 800 74
2017-05-15 2017-03-31 13F VANGUARD SMALL SMALL CP ETF 922908751 1,608 1,132 237.82 210 238.71 0.1400
2017-02-14 2016-12-31 13F VANGUARD SMALL SMALL CP ETF 922908751 476 476 62 0.0469
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.