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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionRMR Wealth Builders
Latest Disclosed Ownership787 shares
Latest Disclosed Value $ 226,122
RMR Wealth Builders reports 15.19% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 787 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $226,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 928 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -15.19% during the quarter. The current value of the position is $62,606 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)
2026-04-22 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 787 -141 -15.19 226 -15.99 0.0178
2026-01-29 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 928 146 18.67 269 16.96 0.0216
2025-11-05 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 782 -25 -3.10 231 1.77 0.0193
2025-07-08 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 807 0 0.00 227 8.65 0.0206
2025-04-16 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 807 -74 -8.40 209 -10.34 0.0220
2025-01-14 2024-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 881 7 0.80 233 0.87 0.0241
2025-01-10 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 881 7 233 0.0242
2024-10-21 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 874 23 2.70 230 11.65 0.0244
2024-07-23 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 851 0 0.00 206 -2.83 0.0236
2024-04-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 851 851 213 0.0257
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.