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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionCwm, Llc
Latest Disclosed Ownership290,862 shares
Latest Disclosed Value $ 53,600,015
Cwm, Llc reports 6.82% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 290,862 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $53,600,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 272,291 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 6.82% during the quarter. The current value of the position is $56,828,618 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 290,862 18,571 6.82 53,600 111,566.67 0.1409
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 272,291 155,244 132.63 48 140.00 0.1309
2025-10-15 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 117,047 -6,534 -5.29 20 0.00 0.0615
2025-07-25 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 123,581 59,120 91.71 20 100.00 0.0717
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 64,461 2,093 3.36 10 0.00 0.0413
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 62,368 196 0.32 10 0.00 0.0419
2024-10-08 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 62,172 3,575 6.10 10 25.00 0.0448
2024-07-10 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 58,597 3,150 5.68 9 0.00 0.0416
2024-04-05 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 55,447 2,709 5.14 9 14.29 0.0420
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 52,738 860 1.66 8 16.67 0.0411
2023-10-11 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 51,878 5,383 11.58 7 0.00 0.0416
2023-08-03 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 46,495 2,330 5.28 6 20.00 0.0398
2023-05-01 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 44,165 -5,960 -11.89 6 -16.67 0.0400
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 50,125 -19,050 -27.54 7 -99.93 0.0499
2022-10-27 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 69,175 12,052 21.10 8,423 13.84 0.0669
2022-07-28 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 57,123 -1,534 -2.62 7,399 -15.72 0.0573
2022-04-21 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 58,657 11,468 24.30 8,779 23.75 0.0623
2022-01-31 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 47,189 25,417 116.74 7,094 131.91 0.0499
2021-09-15 2021-06-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2021-07-29 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 3,059 0.0244
2021-09-15 2021-03-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2021-04-27 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,127 -19,645 287 0.0025
2021-09-15 2020-12-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2021-01-27 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,766 -19,006 329 0.0031
2021-09-15 2020-09-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,606 -18,166 366 0.0041
2021-09-15 2020-06-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2020-07-22 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,513 -20,259 145 0.0017
2021-09-15 2020-03-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2020-04-28 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,674 -20,098 136 0.0020
2021-09-14 2019-12-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2020-01-27 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,470 -20,302 175 0.0022
2021-09-14 2019-09-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,794 -19,978 203 0.0030
2021-09-14 2019-06-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 0 0.00 3,059 0.00 0.0244
2019-07-31 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,713 -20,059 191 0.0032
2021-09-02 2019-03-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,772 19,267 769.14 3,059 1,179.92 0.0244
2019-04-22 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,092 -413 226 0.0045
2019-01-25 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,505 428 20.61 239 1.70 0.0060
2018-10-29 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,077 863 71.09 235 75.37 0.0060
2018-07-31 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,214 52 4.48 134 5.51 0.0044
2018-04-26 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,162 2 0.17 127 -1.55 0.0050
2018-01-16 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,160 0 0.00 129 4.88 0.0057
2017-10-16 2017-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,160 0 0.00 123 3.36 0.0058
2017-07-17 2017-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,160 -102 -8.08 119 -7.75 0.0061
2017-04-17 2017-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,262 25 2.02 129 7.50 0.0073
2017-01-19 2016-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,237 87 7.57 120 11.11 0.0074
2016-10-17 2016-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,150 1,085 1,669.23 108 1,700.00 0.0075
2016-07-21 2016-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 65 25 62.50 6 100.00 0.0004
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 40 0 0.00 3 0.00 0.0003
2016-02-01 2015-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 40 40 3 0.0003
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.