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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership1,332,009 shares
Latest Disclosed Value $ 383,545,960
Cerity Partners LLC reports 19.24% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 1,332,009 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $382,526,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,117,113 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 19.24% during the quarter. The current value of the position is $105,961,316 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,332,009 214,896 19.24 383,546 18.12 0.2692
2026-02-11 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,117,113 174,066 18.46 324,704 17.32 0.4732
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS COM 922908629 943,047 21,575 2.34 276,758 7.13 0.4488
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS ETF 922908629 921,472 128,923 16.27 258,329 26.03 0.4607
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS ETF 922908629 792,549 70,952 9.83 204,969 7.54 0.4152
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS ETF 922908629 721,597 46,519 6.89 190,595 7.01 0.4135
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS ETF 922908629 675,078 148,338 28.16 178,106 39.48 0.3943
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 526,740 60,164 12.89 127,693 9.86 0.3362
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS ETF 922908629 466,576 -5,784,015 -92.54 116,236 3.69 0.3070
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS Equity 922908629 6,250,591 5,837,958 1,414.81 112,095 30.46 0.3683
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 412,633 45,570 12.41 85,927 6.33 0.4179
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS Equities 922908629 367,063 152,817 71.33 80,812 44.83 0.3147
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908629 214,246 31,806 17.43 55,797 48.13 0.1316
2023-02-15 2022-12-31 13F VANGUARD INDEX FDS ETF 922908629 182,440 142,640 358.39 37,668 403.52 0.2412
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS Equities 922908629 39,800 343 0.87 7,481 -3.50 0.0899
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS Equities 922908629 39,457 3,351 9.28 7,752 -2.31 0.0857
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS Stock 922908629 36,106 35,059 3,348.52 7,935 67.48 0.1233
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS Stock 922908629 1,047 -12,641 -92.35 4,738 46.19 0.0721
2021-10-25 2021-09-30 13F Vanguard Mid Cap ETF ETF 922908629 13,688 1,321 10.68 3,241 10.43 0.0713
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS ETF 922908629 12,367 299 2.48 2,935 9.88 0.0642
2021-08-11 2021-03-31 13F/A-1 VANGUARD INDEX FDS ETF 922908629 12,068 -56 -0.46 2,671 6.54 0.0634
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS ETF 922908629 12,568 444 2,782 0.0824
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS ETF 922908629 12,124 -211 -1.71 2,507 15.32 0.0804
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS COM 922908629 12,335 355 2.96 2,174 10.75 0.0894
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 11,980 1,655 16.03 1,963 44.44 0.1084
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,980 1,655 1,963 108,264.1447
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,325 2,169 26.59 1,359 -6.47 0.0856
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,156 -1,406 -14.70 1,453 -9.36 0.0741
2019-10-30 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,562 999 11.67 1,603 11.94 0.0941
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,563 -41 -0.48 1,432 3.54 0.0903
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,604 -4,910 -36.33 1,383 -25.92 0.0931
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,514 1,932 16.68 1,867 -1.84 0.1251
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,582 1,340 13.08 1,902 17.77 0.1317
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,242 3,655 55.49 1,615 58.96 0.1193
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,587 5,267 399.02 1,016 398.04 0.0777
2018-02-14 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,320 1,320 204 0.0137
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.