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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership40,686 shares
Latest Disclosed Value $ 11,684,050
Arkadios Wealth Advisors reports 4.23% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 40,686 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $11,684,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 39,035 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 4.23% during the quarter. The current value of the position is $3,195,072 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-18 2026-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 40,686 1,651 4.23 11,684 3.14 0.1231
2026-02-13 2025-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 39,035 4,159 11.93 11,329 10.58 0.2196
2025-10-29 2025-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 34,876 5,649 19.33 10,245 25.26 0.2458
2025-08-04 2025-06-30 13F VANGUARD MID-CAP ETF ETF 922908629 29,227 6,411 28.10 8,179 38.61 0.2412
2025-05-08 2025-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 22,816 10,203 80.89 5,901 77.12 0.2229
2025-01-15 2024-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 12,613 -6,592 -34.32 3,331 -34.25 0.1817
2024-10-24 2024-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 19,205 10,382 117.67 5,067 137.17 0.2870
2024-07-29 2024-06-30 13F VANGUARD MID-CAP ETF ETF 922908629 8,823 -36,650 -80.60 2,136 -81.20 0.1441
2024-04-30 2024-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 45,473 3,560 8.49 11,362 16.52 0.8806
2024-01-24 2023-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 41,913 5,958 16.57 9,751 30.23 0.8245
2023-10-13 2023-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 35,955 4,497 14.30 7,487 8.12 0.7104
2023-07-26 2023-06-30 13F VANGUARD MID-CAP ETF ETF 922908629 31,458 1,205 3.98 6,926 8.54 0.8054
2023-05-02 2023-03-31 13F VANGUARD MID-CAP ETF ETF 922908629 30,253 912 3.11 6,381 6.71 0.7598
2023-01-11 2022-12-31 13F VANGUARD MID-CAP ETF ETF 922908629 29,341 137 0.47 5,980 119,480.00 0.7927
2022-10-21 2022-09-30 13F VANGUARD MID-CAP ETF ETF 922908629 29,204 3,464 13.46 5 0.00 0.8321
2022-07-14 2022-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 25,740 -740 -2.79 5 -16.67 0.7543
2022-05-02 2022-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 26,480 759 2.95 6 0.00 0.8249
2022-02-03 2021-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 25,721 -98 -0.38 7 0.00 0.8679
2021-10-19 2021-09-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 25,819 264 1.03 6 0.00 0.8813
2021-07-28 2021-06-30 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 25,555 528 2.11 6 20.00 0.7389
2021-04-26 2021-03-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 25,027 476 1.94 6 0.00 0.9124
2021-02-09 2020-12-31 13F VANGUARD MID-CAP INDEX FUND ETF 922908629 24,551 24,531 122,655.00 5 66.67 1.0650
2020-11-10 2020-09-30 13F VANGUARD MIDCAP INDEX FUND Exchange Traded Fund 922908629 20 0 0.00 4 0.00 0.0019
2020-08-10 2020-06-30 13F VANGUARD MID-CAP INDEX FUND Exchange Traded Fund 922908629 20 0 0.00 3 50.00 0.0019
2020-05-14 2020-03-31 13F VANGUARD MID-CAP INDEX FUND Exchange Traded Fund 922908629 20 0 0.00 3 -33.33 0.0017
2020-02-14 2019-12-31 13F VANGUARD MID-CAP INDEX FUND Exchange Traded Fund 922908629 20 20 4 0.0022
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.