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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAvestar Capital, LLC
Latest Disclosed Ownership1,637 shares
Latest Disclosed Value $ 470,114
Avestar Capital, LLC reports 0.30% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 13, 2026 - Avestar Capital, LLC filed a 13F-HR form disclosing ownership of 1,637 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $470,114 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,642 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -0.30% during the quarter. The current value of the position is $130,223 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 MID CAP ETF 922908629 1,637 -5 -0.30 470 -1.26 0.0302
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,642 4 0.24 477 -1.04 0.0309
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,638 523 46.91 481 54.17 0.0315
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,115 1,115 312 0.0213
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,417 -100.00 0 -100.00
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,417 1,417 374 0.0318
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -15,618 -100.00 0 -100.00
2024-05-10 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,618 11,519 281.02 3,902 309.44 0.4092
2024-02-12 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,099 494 13.70 954 27.07 0.1081
2023-10-20 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,605 3,605 751 0.1068
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.