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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership4,140,038 shares
Latest Disclosed Value $ 762,926,188
EP Wealth Advisors, Inc. reports 5.99% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 4,140,038 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $762,926,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 3,906,096 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 5.99% during the quarter. The current value of the position is $808,922,025 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 4,140,038 233,942 5.99 762,926 10.12 3.7474
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,906,096 2,231,163 133.21 692,824 151.52 3.5997
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,674,933 159,488 10.52 275,460 13.22 1.8104
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,515,445 239,192 18.74 243,290 17.84 1.9435
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,276,253 349,161 37.66 206,459 32.82 1.6849
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 927,092 196,458 26.89 155,446 41.43 1.3360
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 730,634 79,936 12.28 109,909 8.34 1.1677
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 650,698 1,658 0.26 101,450 7.79 1.1859
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 649,040 91,675 16.45 94,117 28.94 1.2004
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 557,365 548,206 5,985.44 72,993 5.42 1.1322
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,159 -12,579 -57.87 69,237 1,410.38 0.9981
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,738 -363,761 -94.36 4,585 -91.21 0.0789
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 385,499 90,929 30.87 52,135 45.34 0.9395
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 294,570 35,783 13.83 35,870 7.02 0.8135
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 258,787 78,618 43.64 33,518 24.30 0.7549
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 180,169 36,408 25.33 26,966 24.77 0.5920
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 143,761 32,836 29.60 21,612 39.56 0.5108
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 110,925 32,034 40.61 15,486 39.71 0.4246
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 38,609 -40,282 15,486 0.4246
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 78,891 51,782 191.01 11,084 203.17 0.3073
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 27,109 23,441 639.07 3,656 738.53 0.1162
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,668 -20,784 -85.00 436 -82.41 0.0153
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 24,452 -16,627 -40.48 2,479 -36.94 0.1067
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 41,079 -3,179 -7.18 3,931 9.26 0.1679
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 44,258 -13,441 -23.30 3,598 -47.68 0.1761
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 57,699 57,699 6,877 0.2832
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.