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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionPlancorp, LLC
Latest Disclosed Ownership7,076 shares
Latest Disclosed Value $ 2,099,582
Plancorp, LLC reports 0.04% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 7,076 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $2,032,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,079 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -0.04% during the quarter. The current value of the position is $567,354 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)
2026-04-14 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,076 -3 -0.04 2,100 2.19 0.0597
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,079 3 0.04 2,054 -1.15 0.0621
2025-10-15 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,076 128 1.84 2,079 6.89 0.0652
2025-07-16 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,948 -129 -1.82 1,944 6.23 0.0673
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,077 2,824 66.40 1,830 62.96 0.0725
2025-02-11 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,253 541 14.57 1,123 14.71 0.0461
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,712 32 0.87 979 10.00 0.0400
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,680 16 0.44 891 -2.73 0.0386
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,664 173 4.96 915 12.68 0.0397
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,491 26 0.75 812 12.62 0.0389
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,465 0 0.00 722 -5.38 0.0386
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,465 91 2.70 763 7.17 0.0411
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,374 -41 -1.20 712 2.16 0.0400
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,415 0 0.00 696 8.41 0.0411
2022-11-10 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,415 -293 -7.90 642 -12.05 0.0428
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,708 0 0.00 730 -17.23 0.0460
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,708 1,666 81.59 882 69.62 0.0574
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,042 0 0.00 520 7.66 0.0330
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,042 0 0.00 483 -0.41 0.0334
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,042 0 0.00 485 7.30 0.0381
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,042 -16 -0.78 452 6.10 0.0996
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,058 0 0.00 426 17.36 0.1050
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,058 -1,482 -41.86 363 -37.41 0.1102
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,540 823 30.29 580 62.01 0.1747
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,717 143 5.56 358 -22.00 0.1385
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,574 2,574 459 0.1406
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.