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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership14,159 shares
Latest Disclosed Value $ 2,609,205
NewEdge Wealth, LLC reports 20.47% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 14,159 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $2,609,221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 11,753 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 20.47% during the quarter. The current value of the position is $2,766,527 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14,159 2,406 20.47 2,609 25.19 0.0311
2026-02-03 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,753 1,794 18.01 2,085 21.73 0.0236
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,959 4,510 82.77 1,713 87.72 0.0246
2025-08-11 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,449 614 12.70 912 17.53 0.0143
2025-05-09 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,835 146 3.11 776 2.37 0.0141
2025-02-05 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,689 243 5.47 759 1.74 0.0132
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,446 375 9.21 745 21.73 0.0135
2024-08-02 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,071 -15,117 -78.78 612 -78.68 0.0133
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 19,188 1,831 10.55 2,871 14.11 0.0644
2024-01-29 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 17,357 1,032 6.32 2,517 17.74 0.0643
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 16,325 -170 -1.03 2,138 -6.35 0.0677
2023-08-09 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 16,495 467 2.91 2,283 6.24 0.0763
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 16,028 9,481 144.81 2,149 142.71 0.0816
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,547 6,547 885 0.0381
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -12,080 -100.00 0 -100.00
2022-01-31 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,080 68 0.57 1,816 8.29 0.0761
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,012 49 0.41 1,677 -0.24 0.0998
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,963 -1,875 -13.55 1,681 -9.91 0.1284
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,838 69 0.50 1,866 13.92 0.1855
2021-05-13 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,769 13,769 1,638 0.5039
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.