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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionFocused Wealth Management, Inc
Latest Disclosed Ownership1,373 shares
Latest Disclosed Value $ 394,175
Focused Wealth Management, Inc ownership in VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 20, 2026 - Focused Wealth Management, Inc filed a 13F-HR form disclosing ownership of 1,373 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $394,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 8, 2024 disclosing 0 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. The current value of the position is $110,087 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,373 1,373 394 0.0409
2024-05-08 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -100.00 0
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 12 10.00 0.0019
2023-11-01 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 10 -9.09 0.0018
2023-08-08 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 11 10.00 0.0020
2023-04-13 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 11 0.00 0.0021
2023-01-13 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 10 11.11 0.0021
2022-10-20 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 9 -10.00 0.0019
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 10 -16.67 0.0018
2022-04-29 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 12 -7.69 0.0019
2022-01-31 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 0 0.00 13 8.33 0.0020
2021-10-12 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50 1 2.04 12 0.00 0.0020
2021-07-15 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49 0 0.00 12 9.09 0.0020
2021-05-03 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49 0 0.00 11 10.00 0.0020
2021-02-03 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49 0 0.00 10 11.11 0.0019
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49 0 0.00 9 12.50 0.0020
2020-07-24 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49 -129 -72.47 8 -65.22 0.0019
2020-05-06 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 178 -27 -13.17 23 -37.84 0.0066
2020-01-21 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 205 -17 -7.66 37 0.00 0.0087
2019-11-06 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 222 11 5.21 37 5.71 0.0102
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 211 -10 -4.52 35 -2.78 0.0093
2019-05-03 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 221 0 0.00 36 16.13 0.0109
2019-01-30 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 221 0 0.00 31 -13.89 0.0106
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 221 -25 -10.16 36 -7.69 0.0123
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 246 -893 -78.40 39 -77.84 0.0135
2018-05-07 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,139 -542 -32.24 176 -32.31 0.0562
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,681 1,456 647.11 260 687.88 0.0834
2017-11-14 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 225 -80 -26.23 33 -23.26 0.0110
2017-08-14 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 305 0 0.00 43 2.38 0.0161
2017-05-10 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 305 76 33.19 42 40.00 0.0164
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 229 167 269.35 30 275.00 0.0127
2016-11-10 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 62 0 0.00 8 0.00 0.0035
2016-08-10 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 62 -15 -19.48 8 -11.11 0.0037
2016-05-11 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 77 -23,193 -99.67 9 -99.68 0.0049
2016-02-12 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,270 -513 -2.16 2,795 0.72 1.6076
2015-11-10 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,783 3,129 15.15 2,775 5.43 1.7623
2015-07-29 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,654 6,153 42.43 2,632 36.80 1.6285
2015-05-07 2015-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,501 6,016 70.90 1,924 83.59 1.1819
2015-02-06 2014-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,485 2,047 31.80 1,048 38.81 0.7420
2014-11-12 2014-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,438 -35,398 -84.61 755 -84.79 0.5790
2014-07-30 2014-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,836 -1,185 -2.75 4,965 1.62 3.8828
2014-05-05 2014-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 43,021 2,286 5.61 4,886 9.01 4.0853
2014-02-06 2013-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,735 300 0.74 4,482 8.16 3.7510
2013-11-06 2013-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,435 40,435 4,144 3.9476
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.