Vanguard Index Funds - Vanguard Mid-Cap ETF
US ˙ ARCA ˙ US9229086296

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAries Wealth Management
Latest Disclosed Ownership47,854 shares
Latest Disclosed Value $ 13,742,712
Aries Wealth Management reports 7.55% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 47,854 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $13,742,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 44,496 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 7.55% during the quarter. The current value of the position is $3,806,786 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 47,854 3,358 7.55 13,743 6.42 3.0216
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 44,496 3,441 8.38 12,914 7.08 2.8593
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,055 377 0.93 12,059 5.95 2.8534
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,678 -833 -2.01 11,383 6.03 2.9746
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,511 106 0.26 10,736 -1.84 2.9150
2025-01-30 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,405 423 1.03 10,936 1.15 3.0110
2024-10-31 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,982 -359 -0.87 10,812 8.03 2.9720
2024-07-25 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,341 2,279 5.83 10,009 2.54 3.1537
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 39,062 1,106 2.91 9,760 10.53 3.1455
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 37,956 3,287 9.48 8,830 21.74 3.1489
2023-10-19 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,669 702 2.07 7,254 -3.01 2.8393
2023-07-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,967 -83 -0.24 7,478 4.14 2.8996
2023-04-11 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,050 1,325 4.05 7,182 7.68 2.9451
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,725 1,645 5.29 6,670 5.19 2.8749
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 31,080 97 0.31 6,340 3.88 2.8060
2022-07-27 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,983 28,659 1,233.18 6,103 1,003.62 2.7710
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,324 -28,150 -92.37 553 -92.88 0.2394
2022-06-06 2021-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 30,474 -342 -1.11 7,764 6.41 2.9586
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 213,318 182,502 54,347 2.9743
2021-10-13 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,816 800 2.67 7,296 2.41 3.0863
2021-07-14 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,016 880 3.02 7,124 7.03 3.0472
2021-04-20 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,136 565 1.98 6,656 9.35 2.9899
2021-01-22 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,571 -220 -0.76 6,087 19.94 3.0410
2020-10-14 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,791 670 2.38 5,075 10.11 2.8804
2020-07-09 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,121 620 2.25 4,609 32.29 2.8134
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,501 1,875 7.32 3,484 -23.73 2.6562
2020-01-13 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,626 0 0.00 4,568 6.93 2.7884
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,626 444 1.76 4,272 -0.09 2.8413
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,182 601 2.44 4,276 8.23 2.9892
2019-04-09 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,581 257 1.06 3,951 17.55 2.9541
2019-01-15 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,324 2,399 10.94 3,361 -6.64 3.5641
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,925 1,132 5.44 3,600 7.11 3.2326
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,793 465 2.29 3,361 7.07 3.1071
2018-04-17 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,328 630 3.20 3,139 -1.26 3.0411
2018-02-05 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 19,698 19,698 3,179 2.9274
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.