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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership618,508 shares
Latest Disclosed Value $ 177,623,161
Wealthspire Advisors, LLC reports 2.73% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 618,508 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $177,623,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 602,087 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 2.73% during the quarter. The current value of the position is $49,591,971 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 618,508 16,421 2.73 177,623 1.65 1.3949
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 602,087 -605,773 -50.15 174,738 -50.75 1.3906
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,207,860 -10,060 -0.83 354,816 4.10 1.8552
2025-08-11 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,217,920 98,834 8.83 340,830 17.76 1.9153
2025-05-09 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,119,086 561,872 100.84 289,418 96.65 1.7291
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 557,214 6,087 1.10 147,177 1.22 1.4627
2024-11-13 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 551,127 10,724 1.98 145,404 11.13 1.4793
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 540,403 -8,325 -1.52 130,840 -4.57 1.6755
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 548,728 -9,149 -1.64 137,105 5.64 1.8286
2024-02-07 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 557,877 1,635 0.29 129,784 12.05 1.8436
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 556,242 -829 -0.15 115,832 -5.56 1.9128
2023-08-01 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 557,071 128 0.02 122,645 4.40 2.0045
2023-05-09 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 556,943 3,986 0.72 117,470 4.23 2.0161
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 552,957 26,655 5.06 112,698 13.91 2.0508
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 526,302 50,351 10.58 98,934 5.53 2.0678
2022-08-09 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 475,951 21,428 4.71 93,748 -13.28 1.9599
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 454,523 70,677 18.41 108,104 10.54 2.4317
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 383,846 19,363 5.31 97,792 13.32 2.1636
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 364,483 -17,834 -4.66 86,295 -4.90 1.7907
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 382,317 2,940 0.77 90,743 8.06 2.3855
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 379,377 -4,404 -1.15 83,971 5.82 1.9928
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 383,781 343,252 846.93 79,354 1,010.78 2.3617
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,529 1,378 3.52 7,144 11.33 0.4247
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 39,151 -333,311 -89.49 6,417 -86.91 0.4469
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 372,462 372,462 49,035 2.0554
2019-05-07 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -240 -100.00 0 -100.00
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 240 240 33 0.0032
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.