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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership28,775 shares
Latest Disclosed Value $ 8,263,588
Sigma Planning Corp reports 5.76% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 28,775 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $8,263,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 27,208 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 5.76% during the quarter. The current value of the position is $2,289,051 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,775 1,567 5.76 8,264 4.24 0.2295
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,208 560 2.10 7,927 1.26 0.2188
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,648 -386 -1.43 7,828 3.48 0.2225
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,034 3,194 13.40 7,565 22.71 0.2275
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,840 979 4.28 6,165 2.10 0.1966
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,861 -314 -1.35 6,038 -1.24 0.1896
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 23,175 -991 -4.10 6,114 4.51 0.1873
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,166 -3,243 -11.83 5,851 -14.57 0.1854
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,409 15,965 139.51 6,848 157.25 0.2152
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,444 -15,933 -58.20 2,662 -53.31 0.2083
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,377 -901 -3.19 5,701 -8.42 0.2137
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,278 -20,806 -42.39 6,226 -39.87 0.2236
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,084 -3,107 -5.95 10,353 -2.68 0.3440
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 52,191 2,120 4.23 10,637 13.02 0.3803
2022-11-10 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50,071 -672 -1.32 9,412 -5.83 0.3588
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 50,743 1,685 3.43 9,995 -14.34 0.3474
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 49,058 2,195 4.68 11,668 -2.27 0.3495
2022-02-02 2021-12-31 13F VANGUARD MID CAP ETF 922908629 46,863 7,258 18.33 11,939 27.32 0.3327
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 39,605 1,027 2.66 9,377 2.40 0.2820
2021-08-13 2021-06-30 13F VANGUARD MID CAP ETF 922908629 38,578 238 0.62 9,157 7.91 0.2729
2021-05-06 2021-03-31 13F VANGUARD MID CAP ETF 922908629 38,340 3,175 9.03 8,486 16.71 0.2711
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 35,165 400 1.15 7,271 18.65 0.2473
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,765 5,177 17.50 6,128 26.35 0.2425
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,588 1,110 3.90 4,850 29.37 0.2129
2020-05-01 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,478 -1,972 -6.48 3,749 -30.91 0.2226
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,450 1,505 5.20 5,426 11.85 0.2289
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,945 4,490 18.36 4,851 18.66 0.2328
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,455 4,453 22.26 4,088 27.15 0.2106
2019-05-01 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,002 6,039 43.25 3,215 66.67 0.1825
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,963 -467 -3.24 1,929 -18.57 0.1403
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,430 -244 -1.66 2,369 2.42 0.1393
2018-08-02 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,674 -221 -1.48 2,313 0.70 0.1548
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,895 417 2.88 2,297 2.50 0.1679
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,478 470 3.36 2,241 8.84 0.1726
2017-11-06 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,008 9,731 227.52 2,059 237.54 0.1698
2017-08-02 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,277 345 8.77 610 11.31 0.0573
2017-04-24 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,932 822 26.43 548 33.99 0.0531
2017-01-23 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,110 -2,455 -44.12 409 -43.19 0.0447
2016-11-07 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,565 332 6.34 720 11.28 0.0854
2016-07-22 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,233 356 7.30 647 9.48 0.0843
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,877 -418 -7.89 591 -7.08 0.0808
2016-01-20 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,295 1,324 33.34 636 37.37 0.0890
2015-11-02 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,971 1,503 60.90 463 46.98 0.0734
2015-07-14 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,468 195 8.58 315 4.30 0.0435
2015-04-23 2015-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,273 247 12.19 302 20.80 0.0400
2015-02-13 2014-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,026 2,026 250 0.0331
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.