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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAvion Wealth
Latest Disclosed Ownership49,233 shares
Latest Disclosed Value $ 14,138
Avion Wealth reports 9.76% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 1, 2026 - Avion Wealth filed a 13F-HR form disclosing ownership of 49,233 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $14,138,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 44,854 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 9.76% during the quarter. The current value of the position is $3,916,485 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,233 4,379 9.76 14 7.69 2.9214
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 44,854 5,049 12.68 13 18.18 2.7303
2025-10-24 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 39,805 908 2.33 12 10.00 2.5084
2025-07-31 2025-06-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 38,897 -1,741 -4.28 11 0.00 2.4815
2025-07-25 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 39,266 -1,372 10 2.5971
2025-05-09 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,638 0 0.00 11 0.00 2.7542
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,638 -451 -1.10 11 0.00 2.7574
2024-10-18 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 41,089 170 0.42 11 11.11 2.8370
2024-07-26 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,919 -1,224 -2.90 10 -10.00 2.7328
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 42,143 -1,608 -3.68 11 0.00 2.8257
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 43,751 -768 -1.73 10 11.11 2.8557
2023-10-20 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 44,519 1,386 3.21 9 0.00 2.6471
2023-07-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 43,133 -1,501 -3.36 9 0.00 2.4870
2023-05-05 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 44,634 -1,588 -3.44 9 12.50 2.4813
2023-01-30 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 46,222 0 0.00 9 -99.91 2.7038
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 46,222 -316 -0.68 8,689 -5.21 2.7017
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 46,538 -486 -1.03 9,167 -18.03 2.8444
2022-05-04 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 47,024 -1,208 -2.50 11,184 -8.98 3.2182
2022-01-26 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 48,232 -961 -1.95 12,288 5.50 3.4754
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,193 -332 -0.67 11,647 -0.92 3.5329
2021-07-27 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,525 310 0.63 11,755 7.91 3.5808
2021-05-06 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,215 1,686 3.55 10,893 10.84 3.8056
2021-01-26 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 47,529 9,166 23.89 9,828 45.34 3.0911
2020-10-30 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 38,363 11,445 42.52 6,762 53.26 2.2738
2020-07-29 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,918 26,918 4,412 1.5353
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.