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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership8,338 shares
Latest Disclosed Value $ 2,394,388
Segment Wealth Management, LLC ownership in VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,338 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $2,394,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 8,338 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $663,288 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 8,338 0 0.00 2,394 -1.03 0.1405
2026-01-29 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,338 1,884 29.19 2,420 27.65 0.1403
2025-10-20 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,454 261 4.21 1,896 9.41 0.1136
2025-07-21 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,193 0 0.00 1,733 8.18 0.1100
2025-04-22 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,193 9 0.15 1,602 -1.96 0.1083
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,184 7 0.11 1,633 0.25 0.1113
2024-10-22 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,177 2 0.03 1,630 9.04 0.1120
2024-07-23 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,175 -15 -0.24 1,495 -3.36 0.1103
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,190 1,070 20.90 1,547 29.81 0.1175
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,120 -96 -1.84 1,191 9.67 0.1052
2023-10-25 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,216 58 1.12 1,086 -4.32 0.1104
2023-08-22 2023-06-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 5,158 6 0.12 1,136 4.51 0.1168
2023-07-21 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,158 6 1,136 0.1179
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,152 7 0.14 1,087 3.63 0.1229
2023-01-13 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,145 10 0.19 1,049 8.60 0.1214
2022-10-24 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,135 7 0.14 965 -4.46 0.1205
2022-07-20 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,128 5 0.10 1,010 -17.08 0.1282
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,123 6 0.12 1,218 -6.60 0.1255
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,117 6 0.12 1,304 7.77 0.1368
2021-10-19 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,111 4 0.08 1,210 -0.17 0.1436
2021-07-20 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,107 6 0.12 1,212 7.35 0.1438
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,101 4 0.08 1,129 7.12 0.1497
2021-01-27 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,097 15 0.30 1,054 17.63 0.1522
2020-10-27 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,082 7 0.14 896 7.69 0.1455
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,075 0 0.00 832 24.55 0.1538
2020-04-24 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,075 9 0.18 668 -26.02 0.1488
2020-01-23 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,066 1,699 50.46 903 60.11 0.1525
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 -450 -11.79 564 -11.60 0.1103
2019-07-29 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,817 0 0.00 638 3.91 0.1298
2019-04-30 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,817 0 0.00 614 16.51 0.1301
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,817 450 13.37 527 -4.70 0.1329
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 0 0.00 553 4.14 0.1205
2018-07-17 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 0 0.00 531 2.31 0.1252
2018-04-27 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 0 0.00 519 -0.38 0.1291
2018-01-22 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 0 0.00 521 5.25 0.1259
2017-10-26 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 0 0.00 495 3.13 0.1313
2017-08-11 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 3,367 480 0.1322
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.