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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionKeystone Financial Group
Latest Disclosed Ownership18,133 shares
Latest Disclosed Value $ 5,207,494
Keystone Financial Group reports 0.08% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 18,133 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $5,207,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,118 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 0.08% during the quarter. The current value of the position is $1,423,984 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)
2026-05-13 2026-03-31 13F VANGUARD MID Equtities 922908629 18,133 15 0.08 5,207 -0.97 0.3503
2026-02-06 2025-12-31 13F VANGUARD MID Equities 922908629 18,118 488 2.77 5,258 1.54 0.3889
2025-11-17 2025-09-30 13F/A-1 VANGUARD MID MF Closed and MF Open 922908629 17,630 -408 -2.26 5,179 2.60 0.3957
2025-11-14 2025-09-30 13F VANGUARD MID MF Closed and MF Open 922908629 18,038 0 5,048 0.4012
2025-08-13 2025-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 18,038 460 2.62 5,048 11.02 0.4554
2025-05-13 2025-03-31 13F VANGUARD MID MF Closed and MF Open 922908629 17,578 -125 -0.71 4,546 -2.76 0.4621
2025-02-13 2024-12-31 13F VANGUARD MID MF Closed and MF Open 922908629 17,703 89 0.51 4,676 0.62 0.4599
2025-02-19 2024-09-30 13F/A-3 VANGUARD MID MF Closed and MF Open 922908629 17,614 17,614 4,647 0.5947
2025-02-18 2024-09-30 13F/A-2 VANGUARD MID MF Closed and MF Open 922908629 17,614 17,614 4,647 0.6047
2024-07-31 2024-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 0 -15,885 -100.00 0 -100.00
2024-05-08 2024-03-31 13F VANGUARD MID MF Closed and MF Open 922908629 15,885 629 4.12 3,969 11.83 0.5782
2024-02-14 2023-12-31 13F/A-1 VANGUARD MID MF Closed and MF Open 922908629 15,256 577 3.93 3,549 16.13 0.6171
2024-02-09 2023-12-31 13F VANGUARD MID MF Closed and MF Open 922908629 15,256 577 3,549 0.6171
2023-11-06 2023-09-30 13F VANGUARD MID MF Closed and MF Open 922908629 14,679 643 4.58 3,057 -1.10 0.5119
2023-08-07 2023-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 14,036 2,265 19.24 3,090 28.86 0.5256
2023-02-07 2022-12-31 13F VANGUARD MID MF Closed and MF Open 922908629 11,771 345 3.02 2,399 11.64 0.4736
2022-11-10 2022-09-30 13F VANGUARD MID MF Closed and MF Open 922908629 11,426 -10 -0.09 2,148 -4.62 0.4355
2022-08-05 2022-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 11,436 338 3.05 2,252 -14.70 0.4463
2022-05-13 2022-03-31 13F VANGUARD MID MF Closed and MF Open 922908629 11,098 1,116 11.18 2,640 3.81 0.4483
2022-02-11 2021-12-31 13F VANGUARD MID MF Closed and MF Open 922908629 9,982 1,563 18.57 2,543 27.60 0.4172
2021-11-12 2021-09-30 13F VANGUARD MID MF Closed and MF Open 922908629 8,419 452 5.67 1,993 5.39 0.3606
2021-08-13 2021-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 7,967 1,141 16.72 1,891 25.15 0.3425
2021-05-11 2021-03-31 13F VANGUARD MID MF Closed and MF Open 922908629 6,826 1,142 20.09 1,511 28.60 0.2943
2021-02-10 2020-12-31 13F VANGUARD MID MF Closed and MF Open 922908629 5,684 133 2.40 1,175 20.14 0.2443
2020-11-13 2020-09-30 13F VANGUARD MID MF Closed and MF Open 922908629 5,551 -184 -3.21 978 4.04 0.2401
2020-08-13 2020-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 5,735 -359 -5.89 940 17.21 0.2554
2020-05-05 2020-03-31 13F/A-1 VANGUARD MID MF Closed and MF Open 922908629 6,094 3,766 161.77 802 93.25 0.2658
2020-05-05 2020-03-31 13F VANGUARD MID MF Closed and MF Open 922908629 2,328 0 415 111,490.8067
2020-02-06 2019-12-31 13F VANGUARD MID MF Closed and MF Open 922908629 2,328 927 66.17 415 76.60 0.1115
2019-11-07 2019-09-30 13F VANGUARD MID MF Closed and MF Open 922908629 1,401 136 10.75 235 11.37 0.0723
2019-08-07 2019-06-30 13F VANGUARD MID MF Closed and MF Open 922908629 1,265 1,265 211 0.0686
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.