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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership61,840 shares
Latest Disclosed Value $ 11,395,875
IFP Advisors, Inc reports 650.49% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 61,840 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $11,395,875 USD as of March 31, 2026. The current value of the position is $12,082,299 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)
2026-04-13 2026-03-31 13F VANGUARD INDEX FDS cs 922908512 61,840 53,600 650.49 11,396 679.95 0.2363
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS cs 922908512 8,240 953 13.08 1,462 14.86 0.0328
2026-02-06 2025-09-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP cs 922908512 7,287 1,821 33.32 1,272 41.49 0.0330
2025-12-02 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP cs 922908512 7,324 1,858 1,280 0.0330
2025-07-24 2025-06-30 13F VANGUARD INDEX FDS cs 922908512 5,466 -457 -7.72 900 -5.47 0.0256
2025-05-05 2025-03-31 13F VANGUARD INDEX FDS cs 922908512 5,923 -474 -7.41 951 -8.03 0.0293
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS cs 922908512 6,397 2,043 46.92 1,035 41.84 0.0339
2025-02-04 2024-09-30 13F VANGUARD INDEX FDS cs 922908512 4,354 -411 -8.63 730 1.82 0.0263
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS cs 922908512 4,765 -185 -3.74 717 -7.13 0.0284
2024-07-30 2024-03-31 13F VANGUARD INDEX FDS cs 922908512 4,950 505 11.36 772 19.72 0.0338
2024-01-09 2023-12-31 13F VANGUARD INDEX FDS cs 922908512 4,445 -2,718 -37.94 645 -31.34 0.0304
2023-10-12 2023-09-30 13F VANGUARD INDEX FDS cs 922908512 7,163 -178 -2.42 938 -7.59 0.0422
2023-08-14 2023-06-30 13F/A-1 VANGUARD INDEX FDS cs 922908512 7,341 -618 -7.76 1,016 121.62 0.0425
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS cs 922908512 7,341 -618 423 0.0196
2023-04-18 2023-03-31 13F VANGUARD INDEX FDS cs 922908512 7,959 -16,779 -67.83 459 45,700.00 0.0200
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS cs 922908512 24,738 -3,707 -13.03 1 -99.94 0.0384
2022-11-08 2022-09-30 13F VANGUARD INDEX FDS cs 922908512 28,445 75 0.26 1,660 0.55 0.0433
2022-09-06 2022-06-30 13F/A-1 VANGUARD INDEX FDS cs 922908512 28,370 0 0.00 1,651 0.00 0.0529
2022-09-06 2022-03-31 13F/A-1 VANGUARD INDEX FDS cs 922908512 28,370 20,972 283.48 1,651 48.07 0.0529
2022-08-08 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 12,641 5,243 742 0.0151
2022-01-12 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 7,398 -3,281 -30.72 1,115 -26.26 0.0218
2021-10-06 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 10,679 909 9.30 1,512 9.49 0.0302
2021-07-13 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 9,770 4,733 93.96 1,381 104.29 0.0286
2021-04-30 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 5,037 555 12.38 676 27.79 0.0132
2021-01-25 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 4,482 313 7.51 529 24.47 0.0214
2020-10-29 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 4,169 -312 -6.96 425 0.47 0.0254
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 4,481 -54 -1.19 423 10.73 0.0335
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 4,535 -2,554 -36.03 382 -54.63 0.0385
2020-01-17 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 7,089 22 0.31 842 5.65 0.0633
2019-11-07 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP Stock 922908512 7,067 5,964 540.71 797 569.75 0.0534
2019-05-15 2019-03-31 13F VANGUARD MID CAPVALUE ETF ETF 922908512 1,103 -18,220 -94.29 119 -93.48 0.0162
2019-06-03 2018-12-31 13F/A-10 VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 19,323 4,578 31.05 1,825 9.48 0.1112
2019-01-23 2018-12-31 13F VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 19,323 4,578 1,825 0.1112
2019-06-03 2018-09-30 13F/A-9 VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 14,745 -13,521 -47.83 1,667 -46.60 0.0679
2018-10-25 2018-09-30 13F VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 14,745 -13,521 1,667 0.0679
2019-06-03 2018-06-30 13F/A-8 VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 28,266 1,795 6.78 3,122 5.72 0.1313
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 28,266 1,044 3,122
2019-06-03 2018-03-31 13F/A-7 VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 26,471 0 0.00 2,953 0.00 0.1339
2018-05-09 2018-03-31 13F VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 27,222 751 2,978
2019-06-03 2017-12-31 13F/A-6 VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 26,471 15,253 135.97 2,953 149.20 0.1339
2018-01-24 2017-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 26,471 15,253 2,953
2017-10-30 2017-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 11,218 -1,487 -11.70 1,185 -9.33 0.0471
2019-06-03 2017-06-30 13F/A-5 VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 12,705 -57 -0.45 1,307 0.46 0.0554
2017-07-31 2017-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 12,705 -57 1,307
2019-06-03 2017-03-31 13F/A-4 VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 12,762 765 6.38 1,301 11.58 0.0567
2017-04-26 2017-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 12,762 765 1,301
2019-06-03 2016-12-31 13F/A-3 VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 11,997 1,425 13.48 1,166 17.90 0.0563
2017-02-14 2016-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 11,997 1,425 1,166
2016-11-04 2016-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 10,572 -535 -4.82 989 0.00 0.0514
2019-06-03 2016-06-30 13F/A-2 VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 11,107 10,004 906.98 989 731.09 0.0552
2016-08-22 2016-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 11,107 10,004 989
2019-06-03 2016-03-31 13F/A-1 VANGUARD MID CAPVALUE ETF ETF 922908512 1,103 -9,027 -89.11 119 -86.34 0.0162
2016-05-02 2016-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 11,240 1,110 979
2016-02-11 2015-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 10,130 10,130 871 0.0585
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.