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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership32,273 shares
Latest Disclosed Value $ 9,268,048
Summit Trail Advisors, Llc reports 1,692.94% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 32,273 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $9,268,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,800 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 1,692.94% during the quarter. The current value of the position is $2,567,317 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)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,273 30,473 1,692.94 9,268 1,675.48 0.1328
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,800 122 7.27 523 5.67 0.0090
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,678 87 5.47 495 10.76 0.0068
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,591 1,591 447 0.0077
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -4,066 -100.00 0 -100.00
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,066 -418 -9.32 1,073 -1.56 0.0266
2024-08-13 2024-06-30 13F Vanguard Mid-Cap ETF MID CAP ETF 922908629 4,484 -4,559 -50.41 1,090 -51.79 0.0286
2024-04-23 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,043 857 10.47 2,259 18.64 0.0601
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,186 -413 -4.80 1,904 6.37 0.0630
2023-10-30 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,599 -57 -0.66 1,791 -6.04 0.0659
2023-07-25 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,656 -12,425 -58.94 1,906 -57.15 0.0719
2023-05-04 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,081 9,992 90.11 4,446 96.73 0.1791
2023-02-07 2022-12-31 13F Vanguard Mid-Cap ETF COM 922908629 11,089 -2,793 -20.12 2,260 -13.41 0.1004
2022-11-10 2022-09-30 13F Vanguard Mid-Cap ETF Stock 922908629 13,882 13,882 2,610 0.1412
2022-08-08 2022-06-30 13F Vanguard Mid-Cap ETF EQUITY 922908629 0 -1,306 -100.00 0 -100.00
2022-05-16 2022-03-31 13F Vanguard Mid-Cap ETF EQUITY 922908629 1,306 106 8.83 311 1.63 0.0252
2022-02-11 2021-12-31 13F Vanguard Mid-Cap ETF Equity 922908629 1,200 175 17.07 306 25.93 0.0197
2021-11-16 2021-09-30 13F Vanguard Mid-Cap ETF MID CAP ETF 922908629 1,025 -550 -34.92 243 -35.03 0.0182
2021-08-16 2021-06-30 13F Vanguard Mid-Cap ETF Equity 922908629 1,575 -150 -8.70 374 -2.09 0.0328
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS Equity 922908629 1,725 0 0.00 382 7.00 0.0412
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS Equity 922908629 1,725 0 0.00 357 8.51 0.0450
2020-11-16 2020-09-30 13F/A-1 Vanguard Mid-Cap ETF Equity 922908629 1,725 -600 -25.81 329 -13.65 0.0636
2020-08-13 2020-06-30 13F Vanguard Mid-Cap ETF Equity 922908629 2,325 -2,915 -55.63 381 -44.78 0.0711
2020-05-15 2020-03-31 13F Vanguard Mid-Cap ETF Equity 922908629 5,240 5,240 690 0.1857
2018-08-10 2018-06-30 13F VANGUARD INDEX FDS VANGUARD MID-CAP ETF EQUITY 922908629 0 -17,046 -100.00 0 -100.00
2018-05-21 2018-03-31 13F VANGUARD INDEX FDS VANGUARD MID-CAP ETF EQUITY 922908629 17,046 17,046 17 0.0026
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.