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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership45,211 shares
Latest Disclosed Value $ 12,983,703
EP Wealth Advisors, Inc. reports 18.47% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 45,211 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $12,983,695 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 38,163 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 18.47% during the quarter. The current value of the position is $3,550,420 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 45,211 7,048 18.47 12,984 17.23 0.0638
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 38,163 -23,921 -38.53 11,076 -36.25 0.0575
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 62,084 10,992 21.51 17,373 31.48 0.1142
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 51,092 21,870 74.84 13,213 71.20 0.1056
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,222 432 1.50 7,719 1.62 0.0630
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,790 2,676 10.25 7,596 20.14 0.0653
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,114 -5,443 -17.25 6,322 -19.81 0.0672
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 31,557 11,143 54.59 7,885 66.01 0.0922
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,414 -129 -0.63 4,749 11.04 0.0606
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,543 -75,364 -78.58 4,278 -5.06 0.0664
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 95,907 60,980 174.59 4,505 55.34 0.0649
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,927 20,036 134.55 2,900 -4.42 0.0499
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,891 -226 -1.50 3,035 6.76 0.0547
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,117 5,185 52.20 2,842 45.30 0.0645
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,932 -930 -8.56 1,956 -24.27 0.0441
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,862 143 1.33 2,583 -5.42 0.0567
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,719 1,989 22.78 2,731 32.12 0.0646
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 8,730 157 1.83 2,067 1.57 0.0567
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,460 -7,113 2,067 0.0567
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,573 4,644 118.20 2,035 133.91 0.0564
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,929 1,707 76.82 870 89.54 0.0277
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,222 205 10.16 459 28.93 0.0161
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,017 -475 -19.06 356 -12.75 0.0153
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,492 -1,950 -43.90 408 -30.26 0.0174
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,442 875 24.53 585 -8.02 0.0286
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,567 -181 -4.83 636 1.27 0.0262
2019-11-18 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,748 191 5.37 628 5.55 0.0311
2019-08-27 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,557 3,557 -5.10 595 -5.25 0.0372
2019-05-17 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -2,539 -100.00 0 -100.00
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,539 537 26.82 351 6.69 0.0271
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,002 0 0.00 329 4.11 0.0257
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,002 0 0.00 316 2.27 0.0298
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,002 -347 -14.77 309 -15.11 0.0299
2018-02-15 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,349 -135 -5.43 364 -0.27 0.0384
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,484 590 31.15 365 35.19 0.0422
2017-08-17 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,894 0 0.00 270 2.27 0.0331
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,894 -375 -16.53 264 -11.71 0.0364
2017-02-15 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,269 375 19.80 299 22.04 0.0437
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,894 0 0.00 245 4.70 0.0383
2016-08-15 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,894 0 0.00 234 1.74 0.0373
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,894 -1,417 -42.80 230 -42.21 0.0353
2016-02-16 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,311 3,311 398 0.0669
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.