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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership8,751 shares
Latest Disclosed Value $ 2,513,202
Intellectus Partners, LLC reports 0.19% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 8,751 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $2,513,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,734 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 0.19% during the quarter. The current value of the position is $696,142 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)
2026-04-10 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,751 17 0.19 2,513 -0.83 0.5130
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,734 10 0.11 2,535 -1.44 0.4897
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,724 5 0.06 2,572 4.98 0.4982
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,719 0 0.00 2,449 8.65 0.5288
2025-04-11 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,719 -244 -2.72 2,255 -4.77 0.5562
2025-02-07 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,963 105 1.19 2,367 1.33 0.5240
2024-11-06 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,858 160 1.84 2,337 10.55 0.5972
2024-07-18 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,698 -400 -4.40 2,114 -7.04 0.5769
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,098 230 2.59 2,273 10.23 0.5978
2024-02-05 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,868 607 7.35 2,063 19.88 0.5953
2023-10-25 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,261 3 0.04 1,720 -5.39 0.5442
2023-07-31 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,258 187 2.32 1,818 6.82 0.5456
2023-05-04 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,071 2,073 34.56 1,702 39.28 0.5375
2023-02-02 2022-12-31 13F Vanguard Index FDS ETF 922908629 5,998 3,645 154.91 1,222 176.47 0.4256
2022-11-14 2022-09-30 13F Vanguard Index FDS Equity 922908629 2,353 963 69.28 442 61.31 0.1572
2022-08-12 2022-06-30 13F Vanguard Index FDS ETF 922908629 1,390 1,390 274 0.0941
2019-08-08 2019-06-30 13F Vanguard Index FDS ETF 922908629 0 -150 -100.00 0 -100.00
2019-05-15 2019-03-31 13F Vanguard Index FDS ETF 922908629 150 150 24 0.0103
2019-02-14 2018-12-31 13F Vanguard Index FDS Equity 922908629 0 -350 -100.00 0 -100.00
2018-11-15 2018-09-30 13F Vanguard Index FDS Equity 922908629 350 0 0.00 58 5.45 0.0203
2018-08-14 2018-06-30 13F Vanguard Index FDS ETF 922908629 350 0 0.00 55 1.85 0.0201
2018-05-15 2018-03-31 13F Vanguard Index FDS Equity 922908629 350 200 133.33 54 134.78 0.0186
2018-02-13 2017-12-31 13F Vanguard Index FDS ETF 922908629 150 -33 -18.03 23 -17.86 0.0086
2017-11-14 2017-09-30 13F Vanguard Mid Cap Index Adm ETF 922908629 183 183 28 0.0116
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.