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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionHalbert Hargrove Global Advisors, Llc
Latest Disclosed Ownership401 shares
Latest Disclosed Value $ 115,265
Halbert Hargrove Global Advisors, Llc reports 11.87% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 17, 2026 - Halbert Hargrove Global Advisors, Llc filed a 13F-HR form disclosing ownership of 401 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $115,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 455 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -11.87% during the quarter. The current value of the position is $31,491 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)
2026-04-17 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 401 -54 -11.87 115 -12.88 0.0056
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 455 55 13.75 132 12.82 0.0063
2025-10-16 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 400 334 506.06 118 550.00 0.0057
2025-07-17 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 66 0 0.00 19 5.88 0.0010
2025-04-18 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 66 0 0.00 17 0.00 0.0010
2025-07-17 2024-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 66 66 18 0.0010
2025-02-05 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 66 66 18 0.0010
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -4,087 -100.00 0 -100.00
2019-02-11 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,087 -2,339 -36.40 565 -46.45 0.1300
2018-10-31 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,426 -1,433 -18.23 1,055 -14.85 0.2739
2018-08-10 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,859 -235 -2.90 1,239 -0.72 0.3264
2018-05-01 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,094 -96 -1.17 1,248 -1.58 0.3309
2018-02-01 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,190 43 0.53 1,268 5.84 0.3320
2017-11-02 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,147 55 0.68 1,198 3.90 0.3298
2017-08-04 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,092 -20 -0.25 1,153 2.13 0.3065
2017-05-04 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,112 -153 -1.85 1,129 3.77 0.2876
2017-02-09 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,265 40 0.49 1,088 2.16 0.3021
2016-11-09 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,225 -118 -1.41 1,065 3.30 0.2995
2016-08-08 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,343 -7,901 -48.64 1,031 -47.64 0.2955
2016-05-12 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,244 341 2.14 1,969 3.09 0.7078
2016-02-03 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,903 1,649 11.57 1,910 14.85 0.8214
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,254 138 0.98 1,663 -7.56 0.8169
2015-08-11 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,116 105 0.75 1,799 -3.23 0.4374
2015-05-01 2015-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,011 -776 -5.25 1,859 1.75 0.5966
2015-02-18 2014-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,787 123 0.84 1,827 6.22 0.9099
2014-11-12 2014-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,664 -8,731 -37.32 1,720 -38.04 0.4747
2014-08-08 2014-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,395 286 1.24 2,776 5.75 0.8362
2014-05-02 2014-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,109 -407 -1.73 2,625 1.47 0.8066
2014-02-07 2013-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,516 153 0.65 2,587 8.06 0.7992
2013-11-14 2013-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,363 0 0.00 2,394 7.69 0.7935
2013-08-15 2013-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,363 23,363 2,223 0.8145
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.