Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership14,454 shares
Latest Disclosed Value $ 2,663,537
Arkadios Wealth Advisors reports 8.95% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 14,454 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $2,663,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,267 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 8.95% during the quarter. The current value of the position is $2,824,167 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)
2026-05-18 2026-03-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 14,454 1,187 8.95 2,664 13.17 0.0281
2026-02-13 2025-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 13,267 7,649 136.15 2,353 140.10 0.0456
2025-10-29 2025-09-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 5,618 1,352 31.69 981 39.80 0.0235
2025-08-04 2025-06-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 4,266 783 22.48 702 25.40 0.0207
2025-05-08 2025-03-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 3,483 1,107 46.59 559 45.57 0.0211
2025-01-15 2024-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,376 17 0.72 384 -2.78 0.0210
2024-10-24 2024-09-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,359 -9 -0.38 396 10.96 0.0224
2024-07-29 2024-06-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,368 -40 -1.66 356 -5.07 0.0240
2024-04-30 2024-03-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,408 -42 -1.71 375 5.63 0.0291
2024-01-24 2023-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,450 262 11.97 355 24.13 0.0300
2023-10-13 2023-09-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,188 8 0.37 286 -4.98 0.0272
2023-07-26 2023-06-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,180 -22 -1.00 302 2.03 0.0351
2023-05-02 2023-03-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,202 19 0.87 295 0.00 0.0352
2023-01-11 2022-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,183 2,183 295 0.0391
2022-10-21 2022-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 0 -1,651 -100.00 0 0.0000
2022-07-14 2022-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 1,651 67 4.23 0 0.0318
2022-05-02 2022-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 1,584 -75 -4.52 0 0.0310
2022-02-03 2021-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 1,659 720 76.68 0 0.0330
2021-10-19 2021-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 939 -226 -19.40 0 0.0189
2021-07-28 2021-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 1,165 116 11.06 0 0.0199
2021-04-26 2021-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 1,049 75 7.70 0 0.0232
2021-02-09 2020-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 974 687 239.37 0 -100.00 0.0241
2020-11-10 2020-09-30 13F VANGUARD MIDCAP VALUE INDEX FUND Exchange Traded Fund 922908512 287 214 293.15 31 328.57 0.0154
2020-08-10 2020-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND Exchange Traded Fund 922908512 73 -189 -72.14 7 -66.67 0.0039
2020-05-14 2020-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND Exchange Traded Fund 922908512 262 2 0.77 21 -32.26 0.0136
2020-02-14 2019-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND Exchange Traded Fund 922908512 260 260 32 0.0189
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.