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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership14,008 shares
Latest Disclosed Value $ 2,579,719
Meridian Wealth Management, LLC reports 19.86% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 14,008 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $2,581,394 USD as of March 31, 2026. The current value of the position is $2,737,023 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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14,008 2,321 19.86 2,580 24.41 0.0889
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,687 185 1.61 2,074 3.86 0.0730
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,502 494 4.49 1,997 10.40 0.0765
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,008 -1,573 -12.50 1,809 -10.41 0.0772
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,581 1,109 9.67 2,019 8.85 0.0977
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,472 -771 -6.30 1,855 -9.61 0.0877
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,243 12,243 2,051 0.1008
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -11,989 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,989 -125 -1.03 1,738 9.58 0.1110
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,114 -24 -0.20 1,587 -5.54 0.0972
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,138 -319 -2.56 1,680 0.54 0.1416
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,457 -357 -2.79 1,670 -3.58 0.1457
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,814 723 5.98 1,733 17.66 0.1697
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,091 -5,625 -31.75 1,472 -35.86 0.1584
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 17,716 11,843 201.65 2,295 161.09 0.1877
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,873 6 0.10 879 -0.34 0.0961
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,867 191 3.37 882 11.36 0.0942
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,676 -391 -6.44 792 -7.04 0.0977
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,067 567 10.31 852 14.82 0.1086
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,500 115 2.14 742 15.94 0.1080
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,385 98 1.85 640 19.63 0.1016
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,287 465 9.64 535 16.05 0.1312
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,822 1,429 42.12 461 67.64 0.1543
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,393 1,516 80.77 275 23.32 0.1218
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,877 -10 -0.53 223 4.69 0.1072
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,887 -241 -11.33 213 -91.02 0.1003
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,128 73 3.55 2,371 968.02 0.0960
2019-06-03 2019-03-31 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,055 2,055 222 0.1010
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,055 2,055 2,217
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -2,062 -100.00 0 -100.00
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,062 8 0.39 228 1.33 0.1073
2018-05-08 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,054 2,054 225 0.1122
2017-10-31 2017-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -1,947 -100.00 0 -100.00
2017-07-25 2017-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,947 1,947 200 0.1267
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.