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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionPlanning Directions Inc
Latest Disclosed Ownership6,922 shares
Latest Disclosed Value $ 1,275,643
Planning Directions Inc reports 2.82% decrease in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 15, 2026 - Planning Directions Inc filed a 13F-HR form disclosing ownership of 6,922 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $1,275,586 USD as of March 31, 2026. The current value of the position is $1,364,742 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)
2026-04-15 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,922 -201 -2.82 1,276 0.95 0.6456
2026-01-21 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7,123 -753 -9.56 1,263 -8.15 0.6367
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7,876 -140 -1.75 1,375 4.32 0.7177
2025-08-01 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8,016 -4,876 -37.82 1,318 -36.30 0.7421
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,892 3,508 37.38 2,070 36.30 0.8849
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,384 -68 -0.72 1,518 -4.17 0.8809
2024-11-07 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,452 -61 -0.64 1,585 10.77 0.9438
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,513 -759 -7.39 1,431 -10.68 0.9749
2024-05-09 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,272 -1,888 -15.53 1,601 -9.19 1.1126
2024-01-31 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,160 -631 -4.93 1,763 176,200.00 1.2578
2023-10-27 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,791 237 1.89 2 0.00 1.2821
2023-07-19 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,554 -123 -0.97 2 0.00 1.2638
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,677 -87 -0.68 2 0.00 1.2639
2023-02-08 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,764 746 6.21 2 -99.93 1.3175
2022-11-08 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,018 20 0.17 1,463 -5.86 1.1819
2022-08-03 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,998 4 0.03 1,554 -13.43 1.1911
2022-05-19 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,994 -316 -2.57 1,795 -2.97 1.2606
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,310 -115 -0.93 1,850 6.63 1.2317
2021-11-09 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,425 -1,000 -7.45 1,735 -8.01 1.2627
2021-07-28 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,425 -175 -1.29 1,886 2.84 1.3779
2021-04-28 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,600 -21 -0.15 1,834 13.21 1.4430
2021-01-26 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,621 131 0.97 1,620 18.42 1.3128
2020-11-02 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,490 369 2.81 1,368 8.92 1.2051
2020-07-21 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13,121 13,121 1,256 1.1722
2020-05-05 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -14,061 -100.00 0 -100.00
2020-01-14 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14,061 -506 -3.47 1,676 1.82 1.5499
2019-10-25 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14,567 -488 -3.24 1,646 -1.79 1.5791
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,055 396 2.70 1,676 6.01 1.7010
2019-04-03 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14,659 -263 -1.76 1,581 11.26 1.8791
2019-01-16 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14,922 -303 -1.99 1,421 -17.48 1.7565
2018-10-05 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,225 -348 -2.23 1,722 0.12 1.6005
2018-09-05 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,573 -335 -2.11 1,720 -1.15 1.6616
2018-05-09 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,908 15,908 1,740 1.7050
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.