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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAsset Management Group, Inc.
Latest Disclosed Ownership57,544 shares
Latest Disclosed Value $ 16,525,446
Asset Management Group, Inc. reports 12.42% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 15, 2026 - Asset Management Group, Inc. filed a 13F-HR form disclosing ownership of 57,544 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $16,525,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,185 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 12.42% during the quarter. The current value of the position is $4,613,878 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 57,544 6,359 12.42 16,525 11.25 2.6626
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 51,185 2,563 5.27 14,855 4.01 2.4026
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 48,622 -202 -0.41 14,282 4.54 2.3364
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 48,824 11 0.02 13,662 8.22 2.3816
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 48,813 3,211 7.04 12,624 4.82 2.3328
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 45,602 1,352 3.06 12,045 3.17 2.1415
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 44,250 3,584 8.81 11,675 18.58 2.0443
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,666 2,818 7.45 9,845 4.11 1.8338
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 37,848 249 0.66 9,457 8.11 1.7751
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 37,599 3,675 10.83 8,747 23.83 1.7526
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,924 4,648 15.88 7,064 9.60 1.5539
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,276 1,434 5.15 6,445 9.76 1.3683
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,842 90 0.32 5,873 3.82 1.3095
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,752 -213 -0.76 5,656 7.59 1.3290
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,965 116 0.42 5,257 -4.16 1.3130
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,849 37 0.13 5,485 -17.08 1.3160
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,812 50 0.18 6,615 -6.48 1.3840
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,762 1,139 4.28 7,073 12.22 1.3903
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,623 5,304 24.88 6,303 24.57 1.2937
2021-08-16 2021-06-30 13F Vanguard Mid Cap ET 922908629 21,319 2,195 11.48 5,060 19.54 1.0466
2021-05-17 2021-03-31 13F Vanguard Mid Cap ET 922908629 19,124 6,220 48.20 4,233 58.66 0.9164
2021-02-16 2020-12-31 13F Vanguard Mid Cap ET 922908629 12,904 26 0.20 2,668 17.53 0.6487
2020-11-16 2020-09-30 13F Vanguard Mid Cap ET 922908629 12,878 -143 -1.10 2,270 6.37 0.6634
2020-08-14 2020-06-30 13F Vanguard Mid Cap ET 922908629 13,021 347 2.74 2,134 27.86 0.6743
2020-05-15 2020-03-31 13F Vanguard Mid Cap ET 922908629 12,674 6,211 96.10 1,669 44.88 0.6296
2020-02-14 2019-12-31 13F Vanguard Mid Cap ET 922908629 6,463 6,463 1,152 0.3485
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.