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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionWealthquest Corp
Latest Disclosed Ownership144,354 shares
Latest Disclosed Value $ 41,455,586
Wealthquest Corp reports 2.79% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On June 3, 2026 - Wealthquest Corp filed a 13F-HR/A form disclosing ownership of 144,354 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $41,455,582 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 140,437 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 2.79% during the quarter. The current value of the position is $11,483,361 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)
2026-06-03 2026-03-31 13F/A-1 Vanguard Mid Cap ETF ETF 922908629 144,354 3,917 2.79 41,456 1.71 2.9370
2026-05-07 2026-03-31 13F Vanguard Mid Cap ETF ETF 922908629 140,437 0 40,758 3.0778
2026-02-09 2025-12-31 13F Vanguard Mid Cap ETF ETF 922908629 140,437 2,678 1.94 40,758 0.72 3.0778
2025-11-05 2025-09-30 13F Vanguard Mid Cap ETF ETF 922908629 137,759 1,447 1.06 40,465 6.08 3.2279
2025-08-13 2025-06-30 13F Vanguard Mid Cap ETF ETF 922908629 136,312 2,685 2.01 38,144 10.38 3.0090
2025-05-08 2025-03-31 13F/A-1 VANGUARD MID-CAP ETF ETF 922908629 133,627 6,974 5.51 34,559 3.31 2.8842
2025-01-16 2024-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 126,653 3,607 2.93 33,453 3.59 2.7221
2024-11-21 2024-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 123,046 12,473 11.28 32,292 20.63 2.8447
2024-08-26 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 110,573 5,058 4.79 26,770 1.54 2.8528
2024-05-09 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,515 27 0.03 26,364 7.43 2.8252
2024-02-16 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,488 3,480 3.41 24,541 15.53 2.7196
2023-11-15 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 102,008 3,593 3.65 21,242 -1.96 2.6073
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 98,415 3,095 3.25 21,667 7.77 2.5890
2023-05-04 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 95,320 2,093 2.25 20,105 5.82 2.6086
2023-02-10 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 93,227 2,722 3.01 19,001 11.68 2.4448
2022-11-08 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 90,505 19,483 27.43 17,013 21.62 2.3787
2022-08-12 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 71,022 -10,305 -12.67 13,989 -32.48 2.1108
2022-08-18 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 81,327 0 0.00 20,719 0.00 3.1788
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 81,327 2,684 3.41 20,719 11.28 3.1788
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 78,643 14,400 22.41 18,619 22.11 3.1414
2021-08-10 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 64,243 -3,008 -4.47 15,248 2.44 2.6080
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 67,251 5,136 8.27 14,885 15.90 2.7810
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 62,115 2,154 3.59 12,843 21.53 2.7475
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 59,961 3,453 6.11 10,568 14.10 2.6165
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 56,508 29,221 107.09 9,262 90.50 2.3557
2020-02-18 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,287 9,034 49.49 4,862 58.94 1.3924
2019-10-17 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,253 8,141 80.51 3,059 81.01 1.0224
2019-07-22 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,112 2,503 32.90 1,690 38.18 0.6386
2019-04-18 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,609 1,474 24.03 1,223 44.39 0.4621
2019-01-23 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,135 6,135 847 0.3471
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.