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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership11,603 shares
Latest Disclosed Value $ 3,332,424
Evoke Wealth, Llc reports 2.32% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 11,603 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $3,332,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,879 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -2.32% during the quarter. The current value of the position is $923,019 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.

Upgrade to unlock premium data and export to Excel .

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 11,603 -276 -2.32 3,332 -3.34 0.0599
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,879 -7,106 -37.43 3,447 -38.40 0.0643
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,985 6,691 54.42 5,597 62.06 0.1133
2025-08-07 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,294 -236 -1.88 3,453 6.57 0.0790
2025-05-13 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,530 1,521 13.82 3,241 11.46 0.0846
2025-02-10 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,009 2,271 25.99 2,908 26.12 0.0809
2024-11-13 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,738 8,738 2,305 0.0626
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -8,456 -100.00 0 -100.00
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,456 -327 -3.72 2,113 3.38 0.0626
2024-02-12 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,783 -19,890 -69.37 2,043 -65.79 0.0437
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,673 20,278 241.55 5,973 223.16 0.2102
2023-08-09 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,395 825 10.90 1,848 15.79 0.0642
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,570 -507 -6.28 1,597 -90.30 0.0581
2023-02-10 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,077 -355 -4.21 16,462 109,640.00 0.0596
2022-11-07 2022-09-30 13F VANGUARD MID CAP INDEX ETF MID CAP ETF 922908629 8,432 39 0.46 16 -6.25 0.0640
2022-08-04 2022-06-30 13F Vanguard Mid Cap Index ETF MID CAP ETF 922908629 8,393 6,973 491.06 17 433.33 0.0612
2022-05-10 2022-03-31 13F Vanguard Mid Cap Index ETF MID CAP ETF 922908629 1,420 0 0.00 3 0.00 0.0111
2022-02-09 2021-12-31 13F Vanguard Mid Cap Index ETF MID CAP ETF 922908629 1,420 0 0.00 4 0.00 0.0114
2021-11-12 2021-09-30 13F Vanguard Mid Cap Index ETF MID CAP ETF 922908629 1,420 0 0.00 3 0.00 0.0126
2021-08-05 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,420 0 0.00 3 0.00 0.0128
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS ETF 922908629 1,420 -40 -2.74 3 0.00 0.0142
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS ETF 922908629 1,460 40 2.82 3 -98.80 0.0204
2020-11-13 2020-09-30 13F VANGUARD INDEX FDS ETF 922908629 1,420 0 0.00 250 7.30 0.0203
2020-08-10 2020-06-30 13F VANGUARD INDEX FDS ETF 922908629 1,420 0 0.00 233 -87.53 0.0226
2020-05-07 2020-03-31 13F VANGUARD INDEX FDS ETF 922908629 1,420 1,420 1,869 0.0266
2020-02-07 2019-12-31 13F VANGUARD MID-CAP INDEX FUND ETF SHARES ETF 922908629 0 -1,420 -100.00 0 -100.00
2019-12-17 2019-09-30 13F/A-1 VANGUARD MID-CAP INDEX FUND ETF SHARES ETF 922908629 1,420 1,420 2,380 0.0293
2019-11-12 2019-09-30 13F VANGUARD MID-CAP INDEX FUND ETF SHARES ETF 922908629 1,420 2,380
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.