Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionLongView Wealth Management
Latest Disclosed Ownership1,751 shares
Latest Disclosed Value $ 333,741
LongView Wealth Management reports 24.72% decrease in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 15, 2026 - LongView Wealth Management filed a 13F-HR form disclosing ownership of 1,751 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $322,674 USD as of March 31, 2026. The current value of the position is $345,227 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)
2026-04-15 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,751 -575 -24.72 334 -21.83 0.0838
2026-01-13 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,326 0 0.00 426 4.93 0.1030
2025-10-14 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,326 81 3.61 406 10.03 0.1100
2025-07-11 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,245 -150 -6.26 369 -3.91 0.1118
2025-04-21 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,395 450 23.14 384 22.29 0.1153
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,945 30 1.57 315 -2.18 0.0959
2024-10-09 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,915 0 0.00 321 11.46 0.1025
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,915 0 0.00 288 -3.36 0.1064
2024-04-16 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,915 0 0.00 299 8.36 0.1183
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,915 1,915 276 0.1232
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.