Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GB ˙ LSE ˙ US9229085124
144,47 $ ↓ -1,73 (-1,18%)
2023-12-18
DEL PRIS
SecurityGB:0LO7 / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionPlancorp, LLC
Latest Disclosed Ownership1,906 shares
Latest Disclosed Value $ 360,367
Plancorp, LLC ownership in 0LO7 / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 1,906 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (GB:0LO7) valued at $360,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,906 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $275,360 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)
2026-04-14 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,906 0 0.00 360 6.51 0.0102
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,906 0 0.00 338 1.81 0.0102
2025-10-15 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,906 -417 -17.95 333 -13.09 0.0104
2025-07-16 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,323 -197 -7.82 382 -5.45 0.0132
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,520 -80 -3.08 405 -3.81 0.0160
2025-02-11 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,600 -95 -3.53 421 -6.87 0.0173
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,695 -92 -3.30 452 7.64 0.0184
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,787 -159 -5.40 419 -8.71 0.0182
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,946 1,176 66.44 459 79.30 0.0199
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,770 -62 -3.38 257 7.11 0.0123
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,832 297 19.35 240 12.74 0.0128
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,535 1,535 212 0.0115
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -1,431 -100.00 0 -100.00
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,431 -736 -33.96 214 -34.36 0.0139
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,167 126 6.17 326 14.39 0.0207
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,041 0 0.00 285 -0.70 0.0197
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,041 0 0.00 287 4.36 0.0225
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,041 -1,170 -36.44 275 -28.01 0.0606
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,211 0 0.00 382 17.54 0.0941
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,211 -784 -19.62 325 -14.92 0.0987
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,995 810 25.43 382 47.49 0.1151
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,185 -1,129 -26.17 259 -49.61 0.1002
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,314 390 9.94 514 16.03 0.1575
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,924 1,421 56.77 443 58.78 0.1690
2019-08-13 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,503 0 0.00 279 3.33 0.1105
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,503 0 0.00 270 13.45 0.1023
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,503 -21 -0.83 238 -16.49 0.1080
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,524 0 0.00 285 2.15 0.1122
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,524 0 0.00 279 1.09 0.1115
2018-04-16 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,524 0 0.00 276 -1.43 0.0882
2018-01-19 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,524 42 1.69 280 6.87 0.0913
2017-10-11 2017-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,482 0 0.00 262 2.34 0.0774
2017-07-25 2017-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,482 0 0.00 256 1.59 0.0761
2017-05-12 2017-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,482 210 9.24 252 14.03 0.0735
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,272 2,272 221 0.0629
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.