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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership27,880 shares
Latest Disclosed Value $ 5,137,727
Johnson Financial Group, Inc. reports 9.39% decrease in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 27,880 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $5,137,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 30,768 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of -9.39% during the quarter. The current value of the position is $5,447,473 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)
2026-05-07 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 27,880 -2,888 -9.39 5,138 -5.86 0.1860
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,768 252 0.83 5,457 1.92 0.2043
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,516 -5,044 -14.18 5,354 -8.93 0.2009
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 35,560 30,179 560.84 5,880 581.23 0.2646
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,381 1,420 35.85 864 31.35 0.0423
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,961 1,589 66.99 657 65.49 0.0311
2024-11-13 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,372 25 1.07 398 11.83 0.0182
2024-08-14 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,347 0 0.00 355 -2.74 0.0172
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,347 1,050 80.96 366 94.15 0.0197
2024-02-09 2023-12-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,297 1,229 1,807.35 188 2,250.00 0.0103
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,297 1,229 188 0.0062
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 68 -56 -45.16 9 -52.94 0.0006
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 124 -366 -74.69 17 -73.85 0.0012
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 490 -144 -22.71 66 -23.53 0.0047
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 634 -885 -58.26 86 -55.26 0.0068
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,519 604 66.01 190 59.66 0.0175
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 915 -79 -7.95 119 -20.13 0.0085
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 994 188 23.33 149 23.14 0.0105
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 806 0 0.00 121 7.08 0.0077
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 806 8 1.00 113 0.89 0.0077
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 798 -1,330 -62.50 112 -60.98 0.0073
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,128 -571 -21.16 287 -10.59 0.0193
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,699 0 0.00 321 17.15 0.0274
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,699 -1,615 -37.44 274 -33.66 0.0280
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,314 -25,867 -85.71 413 -83.16 0.0444
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,181 -2,544 -7.77 2,453 -37.10 0.2932
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 32,725 -723 -2.16 3,900 3.17 0.3522
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 33,448 -1,149 -3.32 3,780 -1.87 0.3467
2019-08-09 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 34,597 -722 -2.04 3,852 1.10 0.3428
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 35,319 -8,336 -19.10 3,810 -8.39 0.3380
2019-02-11 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 43,655 12,844 41.69 4,159 19.37 0.4281
2018-11-09 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,811 -5,710 -15.63 3,484 -13.63 0.3554
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36,521 2,031 5.89 4,034 6.92 0.4426
2018-05-07 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 34,490 1,278 3.85 3,773 1.84 0.4510
2018-02-12 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 33,212 1,484 4.68 3,705 10.53 0.4538
2017-11-09 2017-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 31,728 -14,786 -31.79 3,352 -29.95 0.4409
2017-08-10 2017-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 46,514 -596 -1.27 4,785 -0.33 0.6883
2017-05-12 2017-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 47,110 -86,797 -64.82 4,801 -63.11 0.6044
2017-02-07 2016-12-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 133,907 -59,709 -30.84 13,014 -28.17 1.7945
2017-02-02 2016-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 97
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 193,616 -59,347 -23.46 18,117 -19.60 2.4195
2016-08-12 2016-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 252,963 252,963 0.00 22,534 3.1206
2015-05-12 2015-03-31 13F VANGUARD MID-CAP VALUE INDEX MCAP VL IDXVIP 922908512 0 -100 -100.00 0 -100.00
2015-02-10 2014-12-31 13F VANGUARD MID-CAP VALUE INDEX MCAP VL IDXVIP 922908512 100 0 0.00 9 12.50 0.0021
2014-11-14 2014-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 100 0 0.00 8 -11.11 0.0021
2014-08-06 2014-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 100 0 0.00 9 12.50 0.0024
2014-05-14 2014-03-31 13F VANGUARD MID-CAP VALUE INDEX MCAP VL IDXVIP 922908512 100 100 8 0.0023
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.