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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAsset Dedication, LLC
Latest Disclosed Ownership4,719 shares
Latest Disclosed Value $ 1,355,166
Asset Dedication, LLC reports 14.10% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 29, 2026 - Asset Dedication, LLC filed a 13F-HR form disclosing ownership of 4,719 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $1,355,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,136 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 14.10% during the quarter. The current value of the position is $375,396 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)
2026-05-29 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,719 583 14.10 1,355 12.92 0.0949
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,136 -62 -1.48 1,200 -2.68 0.0788
2025-11-20 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,198 -3 -0.07 1,233 4.94 0.0829
2025-08-19 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,201 -192 -4.37 1,176 3.43 0.0854
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,393 -2,172 -33.08 1,136 -34.45 0.0922
2025-01-23 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,565 290 4.62 1,734 4.71 0.1364
2024-10-15 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,275 2,245 55.71 1,655 69.74 0.1117
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,030 123 3.15 976 0.0677
2024-04-16 2024-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 3,907 -692 -15.05 1 -100.00 0.0726
2024-02-08 2023-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 4,599 1 0.02 1 0.0868
2023-11-13 2023-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 4,598 1 0.02 1 -100.00 0.0815
2023-08-22 2023-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 4,597 494 12.04 1 0.0865
2023-04-24 2023-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 4,103 129 3.25 1 0.0802
2023-01-19 2022-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 3,974 21 0.53 1 -100.00 0.0823
2022-10-27 2022-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 3,953 3,953 744 0.0817
2022-07-18 2022-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 0 -4,009 -100.00 0 -100.00
2022-04-21 2022-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 4,009 -65 -1.60 953 -8.19 0.1062
2022-01-21 2021-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 4,074 125 3.17 1,038 10.90 0.1250
2021-10-18 2021-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 3,949 1,318 50.10 936 50.00 0.1234
2021-07-21 2021-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 2,631 884 50.60 624 62.08 0.0930
2021-05-03 2021-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,747 -67 -3.69 385 2.94 0.0870
2021-01-28 2020-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,814 2 0.11 374 17.24 0.0746
2020-10-20 2020-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,812 1 0.06 319 7.05 0.0704
2020-08-24 2020-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,811 -14 -0.77 298 23.65 0.0812
2020-05-05 2020-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,825 -292 -13.79 241 -35.90 0.0717
2020-01-31 2019-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 2,117 27 1.29 376 7.12 0.1062
2019-10-17 2019-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 2,090 1 0.05 351 0.57 0.1167
2019-07-23 2019-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 2,089 421 25.24 349 30.71 0.1126
2019-04-19 2019-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,668 -118 -6.61 267 7.66 0.0929
2019-02-12 2018-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 1,786 853 91.43 248 62.09 0.1018
2018-10-26 2018-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 933 55 6.26 153 10.07 0.0575
2018-08-13 2018-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 878 519 144.57 139 152.73 0.0475
2018-04-19 2018-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 359 -6 -1.64 55 -3.51 0.0273
2018-01-17 2017-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 365 6 1.67 57 7.55 0.0230
2017-10-18 2017-09-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 359 -91 -20.22 53 -17.19 0.0256
2017-07-17 2017-06-30 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 450 182 67.91 64 72.97 0.0322
2017-04-20 2017-03-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 268 -245 -47.76 37 -44.78 0.0200
2017-01-17 2016-12-31 13F Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 513 1 0.20 67 0.00 0.0389
2016-11-18 2016-09-30 13F/A-2 Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 512 1 0.20 67 6.35 0.0423
2016-10-19 2016-09-30 13F Vanguard Mid Cap ETF 922908629 510 62
2016-11-18 2016-06-30 13F/A-1 Vanguard Mid-Cap Index Fund ETF Shares ETF 922908629 511 1 0.20 63 1.61 0.0438
2016-07-14 2016-06-30 13F Vanguard Mid Cap ETF 922908629 510 62
2016-04-27 2016-03-31 13F Vanguard Mid Cap ETF 922908629 510 -399 -43.89 62 -43.12 0.0456
2016-02-16 2015-12-31 13F Vanguard Mid Cap ETF 922908629 909 909 109 0.0715
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.