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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership46,882 shares
Latest Disclosed Value $ 13,463,654
Pinnacle Associates Ltd reports 0.04% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 46,882 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $13,463,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 46,865 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 0.04% during the quarter. The current value of the position is $3,729,463 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)
2026-04-21 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 46,882 17 0.04 13,464 -1.01 0.1726
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 46,865 -698 -1.47 13,601 -2.65 0.1745
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 47,563 -698 -1.45 13,971 3.46 0.1854
2025-08-04 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 48,261 -1,486 -2.99 13,505 4.97 0.1955
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,747 3,539 7.66 12,865 5.42 0.1885
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 46,208 3,394 7.93 12,205 22.53 0.1656
2024-10-25 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 42,814 -327 -0.76 9,960 -4.63 0.1694
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 43,141 218 0.51 10,444 -2.61 0.1635
2024-04-26 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 42,923 109 0.25 10,725 7.67 0.1690
2024-01-19 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 42,814 945 2.26 9,960 14.25 0.1676
2023-10-24 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,869 -227 -0.54 8,719 -5.92 0.1621
2023-07-27 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 42,096 4,070 10.70 9,268 15.55 0.1608
2023-05-05 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 38,026 905 2.44 8,020 6.01 0.1640
2023-02-01 2022-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 37,121 -3,023 -7.53 7,566 0.25 0.1649
2023-01-25 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 38,704 -1,440 8,277 0.0002
2022-11-01 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,144 1,126 2.89 7,546 -1.81 0.1732
2022-08-02 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 39,018 -20,790 -34.76 7,685 -45.98 0.1676
2022-05-05 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 59,808 17,741 42.17 14,225 32.73 0.2518
2022-02-02 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 42,067 5,020 13.55 10,717 22.19 0.1849
2021-10-19 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 37,047 756 2.08 8,771 1.82 0.1617
2021-08-02 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 36,291 2,653 7.89 8,614 15.70 0.1557
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,638 657 1.99 7,445 9.18 0.1420
2021-01-26 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,981 934 2.91 6,819 20.71 0.1385
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,047 4,281 15.42 5,649 24.13 0.1342
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,766 240 0.87 4,551 25.58 0.1122
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,526 -2,702 -8.94 3,624 -32.71 0.1101
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,228 -318 -1.04 5,386 5.22 0.1179
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,546 290 0.96 5,119 1.21 0.1206
2019-08-05 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,256 -463 -1.51 5,058 2.43 0.1184
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,719 -228 -0.74 4,938 15.48 0.1116
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,947 -2,851 -8.44 4,276 -22.94 0.1104
2018-11-09 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,798 -370 -1.08 5,549 3.03 0.1151
2018-08-08 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,168 561 1.67 5,386 3.92 0.1108
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,607 16,495 96.39 5,183 95.66 0.1016
2018-02-12 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,112 866 5.33 2,649 10.93 0.0509
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,246 197 1.23 2,388 4.42 0.0440
2017-08-09 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,049 -70 -0.43 2,287 1.92 0.0440
2017-05-09 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,119 -144 -0.89 2,244 4.81 0.0429
2017-02-10 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,263 7,445 84.43 2,141 87.64 0.0432
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,818 1,100 14.25 1,141 19.60 0.0229
2016-08-15 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,718 185 2.46 954 4.49 0.0206
2016-05-13 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,533 13 0.17 913 1.11 0.0195
2016-02-11 2015-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 7,520 545 7.81 903 10.93 0.0189
2016-02-09 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,520 545 903 0.0193
2015-11-10 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,975 450 6.90 814 -2.05 0.0180
2015-08-12 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,525 400 6.53 831 2.21 0.0154
2015-05-15 2015-03-31 13F Vanguard Mid-Cap ETF ETF 922908629 6,125 -150 -2.39 813 4.90 0.0152
2015-02-12 2014-12-31 13F Vanguard Mid-Cap ETF ETF 922908629 6,275 0 0.00 775 5.30 0.0152
2014-11-12 2014-09-30 13F Vanguard Mid-Cap ETF ETF 922908629 6,275 -100 -1.57 736 -2.77 0.0150
2014-08-14 2014-06-30 13F Vanguard Mid-Cap ETF ETF 922908629 6,375 -260 -3.92 757 0.40 0.0148
2014-05-14 2014-03-31 13F Vanguard Mid-Cap ETF ETF 922908629 6,635 0 0.00 754 3.29 0.0147
2014-02-12 2013-12-31 13F Vanguard Mid-Cap ETF ETF 922908629 6,635 -125 -1.85 730 5.34 0.0143
2013-11-14 2013-09-30 13F Vanguard Mid-Cap ETF ETF 922908629 6,760 475 7.56 693 15.89 0.0143
2013-08-13 2013-06-30 13F Vanguard Mid-Cap ETF ETF 922908629 6,285 6,285 598 0.0134
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.