Form 13-F position report

VANGUARD INDEX FDS

Reported by G2 CAPITAL MANAGEMENT LLC OH

VBK CUSIP 922908595 Manager CIK 0001910858

Reported 791 shares, unchanged from the prior quarter.

Reported value 21.0%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 0.06% This manager · Q2 2026
Shares 791 Quarter-end amount reported
Reported value $289,283 Fair value at quarter end
Consecutive quarters held 19 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 3626000
2022-03-31 3022000
2022-06-30 2402000
2022-09-30 2379000
2022-12-31 594401
2023-03-31 2496290
2023-06-30 2653038
2023-09-30 2478920
2023-12-31 2351456
2024-03-31 2538370
2024-06-30 2268930
2024-09-30 2427185
2024-12-31 2288091
2025-03-31 438080
2025-06-30 320974
2025-09-30 344942
2025-12-31 238970
2026-03-31 239087
2026-06-30 289283
2026-09-30 267243

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD INDEX FDS held by G2 CAPITAL MANAGEMENT LLC OH.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Unchanged 791 0 (0.0%) 0.06% $267,243 2026-10-23
Q2 2026 Unchanged 791 0 (0.0%) 0.06% $289,283 2026-08-11
Q1 2026 Unchanged 791 0 (0.0%) 0.06% $239,087 2026-05-12
Q4 2025 Reduced 791 -368 (-31.8%) 0.06% $238,970 2026-01-23
Q3 2025 Unchanged 1,159 0 (0.0%) 0.09% $344,942 2025-11-06
Q2 2025 Reduced 1,159 -581 (-33.4%) 0.09% $320,974 2025-07-25
Q1 2025 Reduced 1,740 -6,430 (-78.7%) 0.13% $438,080 2025-04-23
Q4 2024 Reduced 8,170 -908 (-10.0%) 0.67% $2,288,091 2025-02-07
Q3 2024 Added 9,078 +7 (0.1%) 0.71% $2,427,185 2024-11-04
Q2 2024 Reduced 9,071 -665 (-6.8%) 0.71% $2,268,930 2024-08-12
Q1 2024 Added 9,736 +10 (0.1%) 0.82% $2,538,370 2024-05-10
Q4 2023 Reduced 9,726 -1,848 (-16.0%) 0.8% $2,351,456 2024-01-29
Q3 2023 Added 11,574 +26 (0.2%) 1.11% $2,478,920 2023-10-25
Q2 2023 Added 11,548 +13 (0.1%) 1.16% $2,653,038 2023-07-31
Q1 2023 Added 11,535 +8,571 (289.2%) 1.07% $2,496,290 2023-05-04
Q4 2022 Reduced 2,964 -9,226 (-75.7%) 0.22% $594,401 2023-02-13
Q3 2022 Unchanged 12,190 0 (0.0%) 1.1% $2,379,000 2022-11-14
Q2 2022 Added 12,190 +11 (0.1%) 1.13% $2,402,000 2022-08-15
Q1 2022 Reduced 12,179 -690 (-5.4%) 1.3% $3,022,000 2022-05-13
Q4 2021 New 12,869 +12,869 (0.0%) 1.35% $3,626,000 2022-02-14

Who else reported the position

1344 managers reported VANGUARD INDEX FDS for Q2 2026.

Managers reporting VANGUARD INDEX FDS in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 8,482,761 +44,504 0.2% $3,102,145,896 53 qtrs
MORGAN STANLEY Added 2,007,340 +70,761 0.04% $734,085,014 53 qtrs
ASSETMARK INC Reduced 1,608,348 -970 1.01% $588,172,965 52 qtrs
EP Wealth Advisors LLC Added 1,020,017 +212,203 1.43% $373,020,195 3 qtrs
SEI INVESTMENTS COMPANY Reduced 982,654 -2,067 0.32% $359,366,950 47 qtrs
LPL Financial LLC Added 915,761 +16,779 0.08% $334,893,563 53 qtrs
WELLS FARGO & COMPANY MN Reduced 825,425 -12,172 0.05% $301,857,672 53 qtrs
UBS Group AG Reduced 765,614 -3,903 0.04% $279,985,040 47 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 679,026 -18,603 0.12% $248,319,634 53 qtrs
MATHER GROUP LLC Added 648,466 +44,594 2.07% $237,144,140 39 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 11, 2026
Filing type
13F-HR
Position type
SML CP GRW ETF

Voting authority reported

Sole
0
Shared
0
None
791

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.