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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionWealth Alliance
Latest Disclosed Ownership11,174 shares
Latest Disclosed Value $ 3,209,048
Wealth Alliance reports 8.79% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 11,174 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $3,208,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,251 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -8.79% during the quarter. The current value of the position is $888,892 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,174 -1,077 -8.79 3,209 -9.73 0.3169
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,251 -634 -4.92 3,556 -6.05 0.3481
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,885 -290 -2.20 3,785 2.66 0.3893
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,175 540 4.27 3,687 12.83 0.4117
2025-05-05 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,635 53 0.42 3,268 -1.69 0.3954
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,582 137 1.10 3,323 1.22 0.3974
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,445 319 2.63 3,283 11.86 0.3921
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,126 906 8.07 2,936 4.71 0.3791
2024-05-10 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,220 -37 -0.33 2,803 7.07 0.3678
2024-01-30 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,257 -341 -2.94 2,619 8.41 0.3672
2023-11-09 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,598 -241 -2.04 2,415 -7.33 0.3809
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,839 -103 -0.86 2,606 3.49 0.3897
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,942 -36 -0.30 2,519 3.15 0.4080
2023-02-13 2022-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 11,978 -207 -1.70 2,441 6.55 0.4334
2022-11-14 2022-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,185 -145 -1.18 2,291 -5.68 0.4521
2022-10-11 2022-06-30 13F/A-1 VANGUARD MID-CAP INDEX FUND ETF 922908629 12,330 96 0.78 2,429 -16.53 0.4661
2022-08-15 2022-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,330 96 2,429 0.2954
2022-05-10 2022-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,234 -55 -0.45 2,910 -7.06 0.4148
2022-02-14 2021-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,289 -112 -0.90 3,131 6.64 0.6296
2021-11-12 2021-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,401 28 0.23 2,936 -0.03 0.6593
2021-08-16 2021-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,373 -297 -2.34 2,937 4.74 0.6916
2021-05-18 2021-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,670 704 5.88 2,804 13.34 0.7855
2021-02-11 2020-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 11,966 -101 -0.84 2,474 16.31 0.7290
2020-12-01 2020-09-30 13F/A-1 VANGUARD MID-CAP INDEX FUND ETF 922908629 12,067 810 7.20 2,127 15.28 0.7645
2020-11-13 2020-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 12,067 810 2,127 625,626.8770
2020-08-14 2020-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 11,257 2,307 25.78 1,845 56.62 0.7289
2020-05-15 2020-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 8,950 8,950 1,178 0.6352
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.