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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership3,064 shares
Latest Disclosed Value $ 879,805
Mascoma Wealth Management LLC reports 6.04% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 3,064 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $879,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,261 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -6.04% during the quarter. The current value of the position is $243,741 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)
2026-04-30 2026-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 3,064 -197 -6.04 880 -7.08 0.1818
2026-02-04 2025-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 3,261 -48 -1.45 947 -2.67 0.2030
2025-10-28 2025-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 3,309 26 0.79 972 5.88 0.2142
2025-07-22 2025-06-30 13F VANGUARD MID-CAP ETF ETF 922908629 3,283 -8 -0.24 919 7.87 0.2133
2025-04-24 2025-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 3,291 -119 -3.49 851 -5.44 0.2120
2025-02-10 2024-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 3,410 -61 -1.76 901 -1.64 0.2262
2024-11-05 2024-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 3,471 654 23.22 916 34.36 0.2279
2024-08-02 2024-06-30 13F VANGUARD MID-CAP ETF ETF 922908629 2,817 181 6.87 682 3.50 0.1810
2024-05-02 2024-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 2,636 190 7.77 659 15.64 0.1874
2024-01-24 2023-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 2,446 250 11.38 569 24.51 0.1710
2023-10-13 2023-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 2,196 135 6.55 457 -0.22 0.1430
2023-08-09 2023-06-30 13F VANGUARD MID-CAP ETF ETF 922908629 2,061 683 49.56 458 59.03 0.1404
2023-05-01 2023-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 1,378 12 0.88 288 3.60 0.0844
2023-01-24 2022-12-31 13F/A-1 VANGUARD MID-CAP ETF ETF 922908629 1,366 2 0.15 278 8.59 0.0883
2023-01-20 2022-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 1,364 0 0 0.0886
2022-10-18 2022-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 1,364 1 0.07 256 -4.48 0.0886
2022-07-14 2022-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 1,363 1 0.07 268 -17.28 0.0916
2022-04-25 2022-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 1,362 239 21.28 324 13.29 0.1031
2022-01-21 2021-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 1,123 177 18.71 286 27.68 0.0989
2021-10-06 2021-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 946 0 0.00 224 -0.44 0.0869
2021-07-06 2021-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 946 103 12.22 225 20.32 0.0962
2021-04-26 2021-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 843 843 187 0.0805
2017-04-18 2017-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 0 -6,820 -100.00 0 -100.00
2017-01-30 2016-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 6,820 6,820 898 0.6606
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.