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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership12,143 shares
Latest Disclosed Value $ 3,487,094
Meridian Wealth Management, LLC reports 7.44% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 12,143 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $3,487,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 11,302 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 7.44% during the quarter. The current value of the position is $953,590 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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,143 841 7.44 3,487 6.34 0.1202
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,302 75 0.67 3,280 -0.55 0.1154
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,227 -58 -0.51 3,298 4.43 0.1264
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,285 252 2.28 3,158 10.66 0.1348
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,033 27 0.25 2,853 -1.86 0.1381
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,006 1,108 11.19 2,907 11.34 0.1375
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,898 9,898 2,611 0.1284
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -9,299 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,299 983 11.82 2,163 24.96 0.1381
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,316 491 6.27 1,732 0.52 0.1061
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,825 -186 -2.32 1,723 1.95 0.1452
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,011 907 12.77 1,690 16.72 0.1474
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,104 289 4.24 1,448 12.96 0.1418
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,815 -1,250 -15.50 1,281 -19.38 0.1378
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,065 4,045 100.62 1,589 66.21 0.1300
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,020 33 0.83 956 -5.91 0.1045
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,987 620 18.41 1,016 27.48 0.1085
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,367 461 15.86 797 15.51 0.0983
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,906 838 40.52 690 50.66 0.0879
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,068 0 0.00 458 7.26 0.0667
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,068 -179 -7.97 427 7.83 0.0678
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,247 967 75.55 396 89.47 0.0971
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,280 1,280 209 0.0700
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,310 -100.00 0 -100.00
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,310 233 21.63 2,189 26.39 0.0886
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,077 1,077 1,732 0.0721
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,338 -100.00 0 -100.00
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,338 1,338 220 0.0946
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,399 -100.00 0 -100.00
2018-05-08 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,399 1,399 216 0.1077
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.