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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership9,106 shares
Latest Disclosed Value $ 1,678,068
Level Four Advisory Services, Llc reports 4.37% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 9,106 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $1,678,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,725 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 4.37% during the quarter. The current value of the position is $1,779,130 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.

Upgrade to unlock premium data and export to Excel .

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 9,106 381 4.37 1,678 8.47 0.0551
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8,725 20 0.23 1,548 1.84 0.0506
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8,705 -128 -1.45 1,520 4.61 0.0520
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8,833 -212 -2.34 1,453 0.00 0.0535
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,045 -66 -0.72 1,452 -1.43 0.0597
2025-02-12 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,111 -2,288 -20.07 1,474 -22.15 0.0602
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,399 4,579 67.14 1,892 84.41 0.0796
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,820 -178 -2.54 1,026 1.18 0.0463
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,998 0 0.00 1,015 0.00 0.0558
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,998 373 5.63 1,015 16.96 0.0569
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,625 1,588 31.53 868 24.39 0.0559
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,037 5,037 697 0.0419
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -1,953 -100.00 0 -100.00
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,953 -81 -3.98 235 2.17 0.0093
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,034 -6 -0.29 230 1.32 0.0238
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,040 -1,184 -36.72 227 -34.77 0.0229
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,224 250 8.41 348 22.97 0.0383
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,974 -560 -15.85 283 -29.25 0.0353
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,534 -225 -5.99 400 -3.61 0.0432
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,759 86 2.34 415 3.23 0.0302
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,673 86 2.40 402 0.50 0.0312
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,587 -455 -11.26 400 -6.32 0.0311
2018-04-03 2017-09-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,042 -105 -2.53 427 1.91 0.0379
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,130 -1,017 332
2017-09-20 2017-06-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,147 0 0.00 419 0.00 0.0645
2017-07-12 2017-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,147 0 419
2017-09-20 2017-03-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,147 1,081 35.26 419 40.60 0.0427
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,147 1,081 419
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,066 3,066 298 0.0380
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.