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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership16,666 shares
Latest Disclosed Value $ 4,786,129
Ritholtz Wealth Management reports 181.24% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 16,666 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $4,786,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,926 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 181.24% during the quarter. The current value of the position is $1,308,781 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,666 10,740 181.24 4,786 178.42 0.0830
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,926 75 1.28 1,720 0.06 0.0314
2025-10-28 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,851 354 6.44 1,719 11.70 0.0334
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,497 84 1.55 1,538 9.94 0.0340
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,413 -86 -1.56 1,400 -3.65 0.0418
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,499 -146 -2.59 1,452 -2.48 0.0427
2024-10-10 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,645 235 4.34 1,489 13.75 0.0449
2024-08-01 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,410 746 15.99 1,310 12.36 0.0432
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,664 1,446 44.93 1,165 55.75 0.0402
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,218 804 33.31 749 49.00 0.0290
2023-10-13 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,414 -205 -7.83 503 -12.85 0.0226
2023-07-17 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,619 179 7.34 577 12.06 0.0259
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,440 39 1.62 515 5.11 0.0256
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,401 -720 -23.07 489 -16.70 0.0273
2022-10-19 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,121 1 0.03 587 -4.55 0.0312
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,120 -161 -4.91 615 -21.15 0.0387
2022-04-14 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,281 165 5.30 780 -1.76 0.0527
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,116 -79 -2.47 794 5.03 0.0494
2021-10-14 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,195 -14 -0.44 756 -0.79 0.0524
2021-07-20 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,209 1,077 50.52 762 61.44 0.0549
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,132 -671 -23.94 472 -18.62 0.0393
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,803 0 0.00 580 17.41 0.0555
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,803 351 14.31 494 22.89 0.0555
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,452 333 15.71 402 44.09 0.0518
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,119 -335 -13.65 279 -36.16 0.0447
2020-01-17 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,454 49 2.04 437 8.44 0.0638
2019-10-17 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,405 95 4.11 403 4.40 0.0654
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,310 -20 -0.86 386 2.93 0.0659
2019-04-12 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,330 -174 -6.95 375 8.38 0.0687
2019-01-18 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,504 206 8.96 346 -8.22 0.0784
2018-10-12 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,298 0 0.00 377 4.14 0.0955
2018-07-12 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,298 0 0.00 362 2.26 0.0984
2018-04-17 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,298 -2,190 -48.80 354 -49.06 0.1012
2018-01-23 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,488 523 13.19 695 19.21 0.2059
2017-10-17 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,965 -505 -11.30 583 -8.48 0.2181
2017-08-04 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,470 601 15.53 637 25.15 0.2674
2017-02-17 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,869 3,869 509 0.2605
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.