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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionTL Private Wealth
Latest Disclosed Ownership121,677 shares
Latest Disclosed Value $ 36,101,609
TL Private Wealth reports 2.68% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 13, 2026 - TL Private Wealth filed a 13F-HR form disclosing ownership of 121,677 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $34,943,201 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 12, 2026 disclosing 125,034 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -2.68% during the quarter. The current value of the position is $9,756,062 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)
2026-04-13 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 121,677 -3,357 -2.68 36,102 -3.32 14.2475
2026-01-12 2025-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 125,034 -20 -0.02 37,343 3.11 14.3726
2026-01-12 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 125,034 -20 37,343 14.3726
2025-10-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 125,054 -3,219 -2.51 36,214 0.03 14.5263
2025-07-08 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 128,273 2,556 2.03 36,202 26.00 15.0314
2025-04-09 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 125,717 5,467 4.55 28,731 -11.33 14.2351
2025-01-16 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 120,250 -2,761 -2.24 32,401 0.66 14.5080
2024-10-08 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 123,011 -1,421 -1.14 32,187 2.07 14.4053
2024-07-17 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 124,432 -146 -0.12 31,535 2.32 14.2556
2024-04-10 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 124,578 2,549 2.09 30,819 8.56 15.2218
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 122,029 3,381 2.85 28,389 15.00 14.6441
2023-10-10 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 118,648 -859 -0.72 24,686 -6.59 14.1438
2023-07-11 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 119,507 68 0.06 26,428 4.90 14.6859
2023-04-11 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 119,439 2,145 1.83 25,192 3.01 14.2691
2023-01-10 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 117,294 91 0.08 24,456 9.54 14.2600
2022-10-11 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 117,203 1,163 1.00 22,325 -3.20 13.8558
2022-07-13 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 116,040 1,912 1.68 23,062 -13.24 13.4352
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 114,128 5,649 5.21 26,582 7.58 14.0554
2022-01-26 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 108,479 -448 -0.41 24,709 -10.15 13.9889
2021-10-27 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 108,927 3,412 3.23 27,501 9.81 15.0290
2021-07-13 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,515 2,336 2.26 25,044 6.50 14.6094
2021-04-13 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 103,179 -2,953 -2.78 23,516 2.77 14.4212
2021-01-21 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 106,132 -40 -0.04 22,882 15.23 14.4686
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 106,172 7,599 7.71 19,857 16.61 13.8950
2020-07-28 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 98,573 -8,117 -7.61 17,029 7.73 13.6378
2020-05-06 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 106,690 18,928 21.57 15,807 -1.54 14.3639
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 87,762 87,762 16,054 13.8845
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.