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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership29,828 shares
Latest Disclosed Value $ 8,565,894
Sowell Financial Services LLC reports 1.54% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 29,828 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $8,566,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 29,377 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 1.54% during the quarter. The current value of the position is $2,391,609 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 29,828 451 1.54 8,566 0.47 0.3168
2026-01-21 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,377 555 1.93 8,526 0.70 0.3132
2025-10-17 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,822 319 1.12 8,466 6.14 0.3249
2025-07-14 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,503 -452 -1.56 7,976 6.52 0.3248
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,955 5,448 23.18 7,488 20.62 0.3408
2025-02-07 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,507 -2,496 -9.60 6,209 -9.50 0.3265
2024-10-04 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,003 -2,529 -8.86 6,860 -1.07 0.3187
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,532 -2,172 -7.07 6,934 -9.62 0.3311
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,704 -4,055 -11.67 7,672 -5.12 0.3619
2024-01-24 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,759 -3,461 -9.06 8,086 1.60 0.4380
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 38,220 -9,622 -20.11 7,959 -24.44 0.4995
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 47,842 21,047 78.55 10,533 210,560.00 0.5872
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS ETF 922908629 26,795 -11,992 -30.92 6 -28.57 0.4361
2023-02-09 2022-12-31 13F Vanguard Mid Cap ETF IV ETF 922908629 38,787 23,216 149.10 8 -99.76 0.5117
2022-11-15 2022-09-30 13F Vanguard Mid Cap ETF IV ETF 922908629 15,571 15,571 2,927 0.2951
2022-05-13 2022-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 0 -30,117 -100.00 0 -100.00
2022-02-09 2021-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 30,117 724 2.46 7,673 10.26 0.4400
2021-11-04 2021-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 29,393 985 3.47 6,959 3.20 0.4700
2021-08-05 2021-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 28,408 -4,960 -14.86 6,743 -12.09 0.4467
2021-05-07 2021-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 33,368 2,729 8.91 7,670 21.07 0.2670
2021-01-13 2020-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 30,639 -262 -0.85 6,335 16.30 0.2706
2020-11-12 2020-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 30,901 17,256 126.46 5,447 143.50 0.2720
2020-08-13 2020-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 13,645 -3,956 -22.48 2,237 -3.45 0.1229
2020-05-12 2020-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 17,601 11,721 199.34 2,317 121.09 0.1715
2020-02-07 2019-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 5,880 -1,862 -24.05 1,048 -19.26 0.0799
2019-11-14 2019-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 7,742 1,970 34.13 1,298 39.87 0.1073
2019-05-15 2019-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 5,772 -2,269 -28.22 928 -16.47 0.1036
2019-03-05 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,041 8,041 1,111 0.1574
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -8,418 -100.00 0 -100.00
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,418 191 2.32 1,355 7.54 0.2876
2018-05-10 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,227 -814 -9.00 1,260 -12.98 0.3149
2018-01-29 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,041 -765 -7.80 1,448 -0.89 0.3540
2017-11-07 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,806 46 0.47 1,461 3.84 0.3809
2017-08-14 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,760 3,748 62.34 1,407 65.33 0.3994
2017-05-31 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,012 6,012 851 0.2513
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.