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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership5,557 shares
Latest Disclosed Value $ 1,595,858
Oakworth Capital, Inc. reports 84.93% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 5,557 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $1,595,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,005 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 84.93% during the quarter. The current value of the position is $436,391 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)
2026-04-24 2026-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 5,557 2,552 84.93 1,596 82.91 0.0404
2026-01-30 2025-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 3,005 0 0.00 872 -1.13 0.0476
2025-11-04 2025-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 3,005 0 0.00 883 5.00 0.0510
2025-07-17 2025-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 3,005 0 0.00 841 8.11 0.0542
2025-04-24 2025-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 3,005 840 38.80 777 36.08 0.0541
2025-01-27 2024-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,165 0 0.00 572 0.00 0.0393
2024-10-21 2024-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,165 0 0.00 571 8.97 0.0396
2024-07-19 2024-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,165 0 0.00 524 -2.96 0.0383
2024-04-22 2024-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,165 12 0.56 541 8.00 0.0407
2024-01-31 2023-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,153 -15 -0.69 501 10.86 0.0402
2023-10-31 2023-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,168 -77 -3.43 451 -8.70 0.0410
2023-07-28 2023-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,245 584 35.16 494 41.14 0.0420
2023-05-02 2023-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,661 -5 -0.30 350 3.24 0.0313
2023-02-03 2022-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,666 0 0.00 340 8.31 0.0326
2022-10-31 2022-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,666 0 0.00 313 -4.57 0.0346
2022-08-05 2022-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,666 -83 -4.75 328 -21.15 0.0330
2022-04-11 2022-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,749 0 0.00 416 -6.52 0.0358
2022-02-07 2021-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,749 0 0.00 445 7.49 0.0378
2021-11-10 2021-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,749 0 0.00 414 -0.24 0.0400
2021-07-20 2021-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 1,749 -1,100 -38.61 415 -34.13 0.0414
2021-04-30 2021-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 630 6.96 0.0716
2021-02-12 2020-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 589 17.33 0.0763
2020-11-09 2020-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 502 7.49 0.0814
2020-08-11 2020-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 467 24.53 0.0839
2020-05-07 2020-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 375 -26.33 0.0881
2020-01-31 2019-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 509 6.71 0.0893
2019-11-13 2019-09-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 0 0.00 477 0.21 0.0925
2019-08-02 2019-06-30 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 2,849 -457 -13.82 476 -10.53 0.0907
2019-05-06 2019-03-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 3,306 0 0.00 532 16.41 0.1089
2019-02-13 2018-12-31 13F VANGUARD MID-CAP ETF MUTUAL FUND/STO 922908629 3,306 0 0.00 457 -15.68 0.1041
2018-10-25 2018-09-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 0 0.00 542 4.03 0.1084
2018-08-07 2018-06-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 0 0.00 521 2.36 0.1081
2018-05-09 2018-03-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 0 0.00 509 0.00 0.1216
2018-01-22 2017-12-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 0 0.00 509 6.71 0.1198
2017-11-08 2017-09-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 0 0.00 477 1.27 0.1225
2017-07-31 2017-06-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 0 0.00 471 2.39 0.1290
2017-04-26 2017-03-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,306 5 0.15 460 5.99 0.1332
2017-01-27 2016-12-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 3,301 457 16.07 434 17.93 0.1427
2016-10-24 2016-09-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 2,844 0 0.00 368 4.25 0.1275
2016-07-20 2016-06-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 2,844 -135 -4.53 353 -2.22 0.1321
2016-05-13 2016-03-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 2,979 578 24.07 361 24.91 0.1442
2016-01-26 2015-12-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 2,401 2,225 1,264.20 289 1,276.19 0.1202
2015-10-29 2015-09-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 21 -8.70 0.0111
2015-08-14 2015-06-30 13F/A-1 VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 23 0.00 0.0109
2015-07-14 2015-06-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 21
2015-05-12 2015-03-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 23 4.55 0.0106
2015-02-24 2014-12-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 22 4.76 0.0114
2014-10-09 2014-09-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 21 0.00 0.0123
2014-07-14 2014-06-30 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 21 5.00 0.0128
2014-04-10 2014-03-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 0 0.00 20 5.26 0.0131
2014-01-27 2013-12-31 13F VANGUARD MID-CAP ETF EXCHANGE TRADED FUNDS-EQUITY 922908629 176 176 19 0.0134
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.