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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership63,907 shares
Latest Disclosed Value $ 11,788,319
Cerity Partners LLC reports 116.01% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 63,907 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $11,776,782 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 29,585 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 116.01% during the quarter. The current value of the position is $12,486,150 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 63,907 34,322 116.01 11,788 124.66 0.0166
2026-02-11 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 29,585 2,749 10.24 5,248 12.02 0.0076
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS COM 922908512 26,836 1,381 5.43 4,685 11.90 0.0076
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS ETF 922908512 25,455 -1,134 -4.26 4,186 -1.92 0.0075
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS ETF 922908512 26,589 369 1.41 4,269 0.64 0.0086
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS ETF 922908512 26,220 2,763 11.78 4,242 7.83 0.0092
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS ETF 922908512 23,457 1,323 5.98 3,933 18.07 0.0087
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 22,134 3,231 17.09 3,331 13.61 0.0088
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS Equities 922908512 18,903 1,210 6.84 2,933 14.31 0.0077
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS Equity 922908512 17,693 8,702 96.79 2,566 117.93 0.0084
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS Equities 922908512 8,991 -6,869 -43.31 1,178 -46.38 0.0057
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,860 -580 -3.53 2,195 -94.83 0.0085
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908512 16,440 4,414 36.70 42,464 2,511.56 0.1001
2023-02-15 2022-12-31 13F VANGUARD INDEX FDS Equities 922908512 12,026 5,845 94.56 1,626 115.94 0.0104
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS Equities 922908512 6,181 -396 -6.02 753 -7.38 0.0091
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS Equities 922908512 6,577 1,645 33.35 813 10.16 0.0090
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS ETF 922908512 4,932 29 0.59 738 0.14 0.0115
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS Stock 922908512 4,903 1,855 60.86 737 73.00 0.0112
2021-10-25 2021-09-30 13F Vanguard Mid Cap Value ETF ETF 922908512 3,048 28 0.93 426 0.47 0.0094
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS ETF 922908512 3,020 716 31.08 424 36.33 0.0093
2021-08-11 2021-03-31 13F/A-1 VANGUARD INDEX FDS ETF 922908512 2,304 -235 -9.26 311 2.98 0.0074
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS ETF 922908512 1,914 -625 258 0.0076
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS ETF 922908512 2,539 250 10.92 302 30.17 0.0097
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS COM 922908512 2,289 -401 -14.91 232 -10.08 0.0095
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,690 2,690 258 0.0143
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,690 2,690 258 14,229.3170
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -30,101 -100.00 0 -100.00
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,101 1,886 6.68 3,587 12.48 0.1828
2019-10-30 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 28,215 8,134 40.51 3,189 42.62 0.1872
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 20,081 5,007 33.22 2,236 37.52 0.1410
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,074 2,754 22.35 1,626 38.50 0.1095
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,320 8,828 252.81 1,174 197.22 0.0786
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,492 3,492 395 0.0274
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.