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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership8,833 shares
Latest Disclosed Value $ 2,594,500
Wetherby Asset Management Inc ownership in VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 8,833 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $2,594,605 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 8,833 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $693,655 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)
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,833 0 0.00 2,594 4.98 0.1059
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,833 -2,278 -20.50 2,472 -15.78 0.1100
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,111 2 0.02 2,935 0.14 0.1407
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,109 -98 -0.87 2,931 8.00 0.1340
2024-08-14 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,207 -274 -2.39 2,713 -5.40 0.1279
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 11,481 2,206 23.78 2,869 32.96 0.1367
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,275 6,595 246.08 2,158 286.56 0.1124
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,680 -30 -1.11 558 -6.38 0.0316
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,710 -490 -15.31 597 -11.57 0.0321
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,200 17 0.53 675 4.01 0.0395
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,183 479 17.71 649 27.56 0.0417
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,704 221 8.90 508 3.89 0.0358
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,483 90 3.76 489 -14.06 0.0334
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,393 -151 -5.94 569 -12.19 0.0326
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,544 0 0.00 648 7.64 0.0364
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,544 75 3.04 602 2.73 0.0371
2021-08-16 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,469 717 40.92 586 51.03 0.0358
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,752 -253 -12.62 388 -6.51 0.0296
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,005 2,005 415 0.0281
2019-07-25 2019-03-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,502 -100.00 0 -100.00
2019-01-30 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,502 0 0.00 208 -15.79 0.0294
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,502 1,502 247 0.0305
2018-05-04 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -800 -100.00 0 -100.00
2018-02-09 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 800 0 0.00 124 5.08 0.0172
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 800 800 118 0.0176
2016-05-10 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 0 0 0.0000
2016-02-08 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 0 0 0.0000
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,279 -100.00 0 -100.00
2015-08-12 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,279 1,279 163 0.0392
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.