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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionStephens Inc /ar/
Latest Disclosed Ownership148,085 shares
Latest Disclosed Value $ 42,527,169
Stephens Inc /ar/ reports 6.56% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 148,085 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $42,527,050 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 138,968 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 6.56% during the quarter. The current value of the position is $11,873,455 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)
2026-04-28 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 148,085 9,117 6.56 42,527 5.44 0.5320
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 138,968 11,234 8.79 40,331 7.49 0.5018
2025-10-27 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 127,734 5,274 4.31 37,521 9.49 0.4782
2025-07-29 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 122,460 -26,456 -17.77 34,268 -11.02 0.4709
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 148,916 -24,188 -13.97 38,513 -15.77 0.5644
2025-01-28 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 173,104 53,767 45.05 45,722 45.22 0.6410
2024-10-28 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 119,337 42,418 55.15 31,485 69.08 0.4466
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 76,919 -843 -1.08 18,622 -4.16 0.2841
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 77,762 -16 -0.02 19,430 7.38 0.3013
2024-02-13 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 77,778 -4,824 -5.84 18,094 5.19 0.3121
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 82,602 11,499 16.17 17,201 9.88 0.3297
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 71,103 -625 -0.87 15,654 3.48 0.2816
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 71,728 2,708 3.92 15,129 7.55 0.2902
2023-02-14 2022-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 69,020 -3,941 -5.40 14,067 2.56 0.2882
2023-01-25 2022-12-31 13F VANGUARD INDEX FDS ID CAP ETF 922908629 69,020 -3,941 14 0.2882
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS ID CAP ETF 922908629 72,961 -581 -0.79 13,715 -5.32 0.2929
2022-08-03 2022-06-30 13F VANGUARD INDEX FDS ID CAP ETF 922908629 73,542 -3,509 -4.55 14,485 -20.96 0.2923
2022-05-04 2022-03-31 13F VANGUARD INDEX FDS ID CAP ETF 922908629 77,051 -50,715 -39.69 18,326 -43.70 0.2988
2022-03-07 2021-12-31 13F VANGUARD INDEX FDS ID CAP ETF 922908629 127,766 -2,714 -2.08 32,551 5.37 0.4925
2021-10-27 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 130,480 2,074 1.62 30,892 1.36 0.4779
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 128,406 6,047 4.94 30,477 12.53 0.4564
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 122,359 23,894 24.27 27,083 33.02 0.4447
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 98,465 3,421 3.60 20,360 21.54 0.3653
2020-11-13 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 95,044 -2,499 -2.56 16,752 4.78 0.3298
2020-08-24 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 97,543 -56,320 -36.60 15,988 -21.07 0.3437
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 153,863 738 0.48 20,256 -25.76 0.5394
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 153,125 2,184 1.45 27,284 7.85 0.5716
2019-10-18 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 150,941 5,083 3.48 25,298 3.76 0.5566
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 145,858 7,497 5.42 24,382 9.62 0.5523
2019-05-03 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 138,361 -3,193 -2.26 22,242 13.71 0.5276
2019-02-11 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 141,554 82,674 140.41 19,560 102.32 0.5549
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 58,880 1,720 3.01 9,668 7.29 0.2405
2018-08-10 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 57,160 22,093 63.00 9,011 133.57 0.2723
2014-02-14 2013-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 35,067 4,288 13.93 3,858 22.32 0.1914
2013-11-06 2013-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,779 10,468 51.54 3,154 63.25 0.1700
2013-08-12 2013-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,311 20,311 1,932 0.1079
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.