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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership33,487 shares
Latest Disclosed Value $ 9,616,781
Mutual Advisors, LLC reports 37.17% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 33,487 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $9,616,797 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 24,413 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 37.17% during the quarter. The current value of the position is $2,684,988 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,487 9,074 37.17 9,617 35.72 0.2058
2026-02-02 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,413 -741 -2.95 7,085 -4.02 0.1518
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,154 2,260 9.87 7,383 11.28 0.1626
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,894 4,436 24.03 6,634 41.66 0.1657
2025-04-28 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,458 -388 -2.06 4,683 -8.78 0.1340
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,846 -1,671 -8.14 5,134 -5.99 0.1486
2024-10-25 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,517 -677 -3.19 5,461 3.35 0.1596
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,194 -514 -2.37 5,285 -2.56 0.1595
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,708 -1,582 -6.79 5,424 0.09 0.1740
2024-01-12 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,290 -31,281 -57.32 5,418 -52.32 0.1885
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 54,571 27,633 102.58 11,364 91.62 0.4432
2023-07-31 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,938 4,477 19.93 5,931 25.18 0.2251
2023-04-11 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,461 -115 -0.51 4,737 2.96 0.1944
2023-01-12 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,576 -1,412 -5.89 4,601 2.04 0.2059
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,988 -948 -3.80 4,509 -8.20 0.2320
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,936 -1,056 -4.06 4,912 -20.54 0.3252
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,992 -1,506 -5.48 6,182 -11.76 0.3460
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,498 6,724 32.37 7,006 42.43 0.3707
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,774 2,846 15.87 4,919 15.61 0.2911
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,928 -789 -4.22 4,255 2.70 0.2523
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,717 8,274 79.23 4,143 91.89 0.2834
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,443 -188 -1.77 2,159 15.21 0.1604
2020-11-13 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,631 -5,501 -34.10 1,874 -29.12 0.1625
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,132 10,509 186.89 2,644 257.30 0.2598
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,623 -3,037 -35.07 740 -52.04 0.1004
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,660 1,350 18.47 1,543 25.96 0.1641
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,310 69 0.95 1,225 1.24 0.1618
2019-08-15 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,241 870 13.66 1,210 18.16 0.1572
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,371 302 4.98 1,024 22.05 0.1516
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,069 -1,757 -22.45 839 -34.71 0.1653
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,826 929 13.47 1,285 18.22 0.1951
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,897 103 1.52 1,087 3.72 0.2478
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,794 601 9.70 1,048 9.39 0.2656
2018-02-12 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,193 6,193 958 0.3618
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.