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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership4,965 shares
Latest Disclosed Value $ 1,425,849
Crewe Advisors LLC reports 2.63% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 4,965 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $1,425,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,838 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 2.63% during the quarter. The current value of the position is $398,094 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)
2026-05-07 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,965 127 2.63 1,426 1.50 0.1217
2026-01-16 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,838 -599 -11.02 1,404 -12.09 0.1244
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,437 -1,777 -24.63 1,597 -20.86 0.1524
2025-07-30 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,214 2,101 41.09 2,019 52.65 0.2856
2025-04-23 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,113 139 2.79 1,322 0.69 0.1858
2025-01-27 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,974 0 0.00 1,314 0.08 0.1812
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,974 32 0.65 1,312 9.70 0.1522
2024-07-29 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,942 662 15.47 1,197 11.88 0.1341
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,280 -56 -1.29 1,070 6.05 0.1246
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,336 680 18.60 1,009 32.46 0.1596
2023-11-09 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,656 251 7.37 761 1.60 0.1317
2023-07-28 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,405 -33 -0.96 750 3.31 0.1052
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,438 -79 -2.25 725 1.26 0.1058
2023-02-08 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,517 271 8.35 717 17.38 0.1137
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,246 293 9.92 610 4.81 0.1102
2022-08-02 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,953 285 10.68 582 -8.35 0.1285
2022-04-27 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,668 172 6.89 635 -0.16 0.1239
2022-02-10 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,496 633 33.98 636 44.22 0.1293
2021-10-29 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 0 0.00 441 -0.23 0.1042
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 0 0.00 442 7.28 0.1097
2021-04-21 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 0 0.00 412 7.01 0.1022
2021-01-27 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 0 0.00 385 17.38 0.1541
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 0 0.00 328 7.54 0.1538
2020-07-24 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 0 0.00 305 24.49 0.1490
2020-05-07 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,863 556 42.54 245 5.15 0.1462
2020-02-05 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,307 1,307 233 0.1020
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -860 -100.00 0 -100.00
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 860 0 0.00 141 3.68 0.1193
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 860 0 0.00 136 2.26 0.1263
2018-05-07 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 860 0 0.00 133 0.00 0.1304
2018-02-09 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 860 860 133 0.1302
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.