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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionWP Advisors, LLC
Latest Disclosed Ownership16,845 shares
Latest Disclosed Value $ 4,837,472
WP Advisors, LLC reports 0.54% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 16,845 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $4,837,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 16,936 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -0.54% during the quarter. The current value of the position is $1,340,020 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,845 -91 -0.54 4,837 -1.59 1.2515
2026-01-28 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,936 -830 -4.67 4,915 -5.81 1.2241
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,766 -316 -1.75 5,219 3.14 1.3266
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,082 941 5.49 5,060 14.15 1.3897
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,141 296 1.76 4,433 -0.38 1.4759
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,845 1,164 7.42 4,449 7.54 1.4823
2024-11-07 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,681 -2,093 -11.78 4,137 -3.86 1.5117
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,774 -156 -0.87 4,303 -3.95 1.3741
2024-05-08 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,930 2,112 13.35 4,480 21.77 1.4697
2024-01-31 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,818 4,476 39.46 3,680 55.82 1.3622
2023-10-30 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,342 151 1.35 2,362 -4.14 0.9765
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,191 815 7.85 2,464 12.57 0.9858
2023-04-14 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,376 7,566 269.25 2,188 282.52 0.9027
2023-01-20 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,810 213 8.20 573 17.21 0.2560
2022-10-24 2022-09-30 13F Vanguard Mid Cap MID CAP ETF 922908629 2,597 194 8.07 488 3.17 0.2210
2022-07-12 2022-06-30 13F Vanguard Mid Cap MID CAP ETF 922908629 2,403 739 44.41 473 19.44 0.2056
2022-04-25 2022-03-31 13F Vanguard Mid Cap MID CAP ETF 922908629 1,664 0 0.00 396 -6.60 0.1631
2022-02-02 2021-12-31 13F Vanguard Mid Cap MID CAP ETF 922908629 1,664 0 0.00 424 7.61 0.1766
2021-10-20 2021-09-30 13F Vanguard Mid Cap MID CAP ETF 922908629 1,664 20 1.22 394 1.03 0.1616
2021-07-22 2021-06-30 13F Vanguard Mid Cap MID CAP ETF 922908629 1,644 1,644 390 0.1626
2021-05-06 2021-03-31 13F Vanguard Mid Cap MID CAP ETF 922908629 0 -1,457 -100.00 0 -100.00
2021-01-27 2020-12-31 13F Vanguard Mid Cap MID CAP ETF 922908629 1,457 12 0.83 301 18.04 0.1454
2020-10-16 2020-09-30 13F Vanguard Mid Cap MID CAP ETF 922908629 1,445 -49 -3.28 255 4.08 0.1537
2020-08-07 2020-06-30 13F Vanguard Mid Cap MID CAP ETF 922908629 1,494 1,494 3.39 245 -3.92 0.1723
2020-04-28 2020-03-31 13F Vanguard Mid Cap MID CAP ETF 922908629 0 -1,486 -100.00 0 -100.00
2020-01-22 2019-12-31 13F Vanguard Mid Cap MID CAP ETF 922908629 1,486 1,486 265 0.2736
2019-07-22 2019-06-30 13F Vanguard Mid Cap MID CAP ETF 922908629 0 -289 -100.00 0 -100.00
2019-04-15 2019-03-31 13F Vanguard Mid Cap MID CAP ETF 922908629 289 -28,552 -99.00 465 -88.33 0.0506
2019-01-17 2018-12-31 13F Vanguard Mid Cap MID CAP ETF 922908629 28,841 27,841 2,784.10 3,985 2,329.88 3.9287
2018-10-31 2018-09-30 13F Vanguard Mid Cap MID CAP ETF 922908629 1,000 213 27.06 164 32.26 0.1527
2018-07-26 2018-06-30 13F Vanguard Mid Cap MID CAP ETF 922908629 787 787 124 0.1170
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.