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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership27,817 shares
Latest Disclosed Value $ 7,988,707
Level Four Advisory Services, Llc reports 15.87% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 27,817 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $7,988,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,007 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 15.87% during the quarter. The current value of the position is $2,212,842 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 27,817 3,810 15.87 7,989 14.65 0.2622
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,007 8,692 56.75 6,968 54.89 0.2280
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,315 3,228 26.71 4,499 33.00 0.1540
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,087 -1,981 -14.08 3,382 -7.04 0.1247
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,068 320 2.33 3,638 0.19 0.1496
2025-02-12 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,748 522 3.95 3,632 4.49 0.1484
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,226 4,623 53.74 3,475 66.91 0.1463
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,603 4,093 90.75 2,083 98.47 0.0939
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,510 0 0.00 1,049 0.00 0.0576
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,510 -107 -2.32 1,049 9.16 0.0589
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,617 714 18.29 961 11.87 0.0620
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,903 242 6.61 859 11.27 0.0516
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,661 516 16.41 772 20.63 0.0507
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,145 171 5.75 641 14.49 0.0476
2022-11-07 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,974 172 6.14 559 1.27 0.0543
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,802 794 39.54 552 15.48 0.0521
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,008 7 0.35 478 -6.27 0.0374
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,001 881 78.66 510 92.45 0.0389
2021-10-12 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,120 -1,334 -54.36 265 -54.47 0.0276
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,454 -422 -14.67 582 -8.63 0.0402
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,876 200 7.47 637 15.19 0.0495
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,676 -263 -8.95 553 6.76 0.0444
2020-11-02 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,939 -1,598 -35.22 518 -29.72 0.0399
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 4,537 -425 -8.57 737 12.35 0.0570
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,962 -390 -7.29 656 -30.95 0.0787
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,352 1,148 27.31 950 34.75 0.0376
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,204 -126 -2.91 705 -2.62 0.0729
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,330 -904 -17.27 724 -13.91 0.0731
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,234 128 2.51 841 19.12 0.0926
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,106 610 13.57 706 -4.34 0.0880
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,496 506 12.68 738 17.33 0.0798
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,990 -35 -0.87 629 1.29 0.0458
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,025 671 20.01 621 19.65 0.0481
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,354 945 39.23 519 46.61 0.0404
2018-04-03 2017-09-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 2,409 -1,607 -40.01 354 -35.99 0.0314
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,487 471 664
2017-09-20 2017-06-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 4,016 -238 -5.59 553 -5.79 0.0851
2017-07-12 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,016 553
2017-09-20 2017-03-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 4,254 1,087 34.32 587 40.77 0.0598
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,254 1,087 587
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,167 3,167 417 0.0532
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.