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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionBrio Consultants, LLC
Latest Disclosed Ownership19,692 shares
Latest Disclosed Value $ 1,530,058
Brio Consultants, LLC reports 241.40% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 6, 2026 - Brio Consultants, LLC filed a 13F-HR form disclosing ownership of 19,692 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $5,655,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,768 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 241.40% during the quarter. The current value of the position is $1,578,905 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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 19,692 13,924 241.40 1,530 -8.55 0.1870
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,768 326 5.99 1,674 4.69 0.2175
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,442 -836 -13.32 1,598 -9.00 0.2199
2025-08-07 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,278 -2,192 -25.88 1,757 -19.82 0.2566
2025-07-07 2025-03-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 8,470 -3,637 -30.04 2,190 -31.50 0.3440
2025-01-24 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,107 -441 -3.51 3,198 -3.41 0.5005
2024-10-18 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,548 -145 -1.14 3,311 7.75 0.5267
2024-08-05 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,693 -500 -3.79 3,073 -6.80 0.5067
2024-04-29 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,193 -305 -2.26 3,296 4.97 0.5559
2024-02-13 2023-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 13,498 -530 -3.78 3,140 7.50 0.5571
2024-02-05 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,498 -530 3,140 0.5571
2023-10-27 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,028 75 0.54 2,921 -4.88 0.5486
2023-08-09 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,953 -1,833 -11.61 3,072 -7.75 0.5554
2023-05-04 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,786 -1,988 -11.18 3,330 -8.09 0.6162
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,774 -1,049 -5.57 3,623 -1.50 0.7217
2022-10-25 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,823 -7,012 -27.14 3,677 -27.97 0.7770
2022-07-14 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,835 -47,792 -64.91 5,105 -70.85 1.1589
2022-05-04 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 73,627 6,765 10.12 17,511 2.80 3.7343
2022-01-19 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 66,862 2,977 4.66 17,034 12.62 4.0036
2021-10-29 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 63,885 2,743 4.49 15,125 4.22 3.6710
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 61,142 4,504 7.95 14,512 15.76 3.7082
2021-04-26 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 56,638 4,403 8.43 12,536 16.06 3.6907
2021-01-11 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 52,235 -9,132 -14.88 10,801 -0.14 3.4874
2020-10-26 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 61,367 3,013 5.16 10,816 13.08 3.2661
2020-07-14 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 58,354 31,241 115.23 9,565 168.00 3.1940
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,113 7,801 40.39 3,569 3.72 1.4258
2020-01-27 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 19,312 17,518 976.48 3,441 1,043.19 1.1573
2019-10-10 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,794 9 0.50 301 1.01 0.1128
2019-07-17 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,785 -52 -2.83 298 1.02 0.1197
2019-04-23 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,837 -255 -12.19 295 2.08 0.1307
2019-02-04 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,092 2,092 289 0.1484
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.