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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionSummit Financial, LLC
Latest Disclosed Ownership195,010 shares
Latest Disclosed Value $ 35,936,421
Summit Financial, LLC reports 15.58% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 195,010 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $35,936,443 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 168,721 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 15.58% during the quarter. The current value of the position is $38,101,054 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 195,010 26,289 15.58 35,936 20.08 0.4578
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 168,721 2,883 1.74 29,926 3.37 0.4396
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 165,838 -61,235 -26.97 28,952 -22.88 0.4419
2025-08-13 2025-06-30 13F Vanguard MC V I;ETF ETF 922908512 227,073 49,432 27.83 37,541 31.64 0.8485
2025-05-14 2025-03-31 13F Vanguard MC V I;ETF ETF 922908512 177,641 654 0.37 28,518 -0.39 0.7992
2025-02-12 2024-12-31 13F Vanguard MC V I;ETF ETF 922908512 176,987 2,105 1.20 28,631 -2.36 1.0036
2024-11-12 2024-09-30 13F VANGUARD MC V I;ETF ETF 922908512 174,882 -20,192 -10.35 29,323 -0.66 1.1486
2024-07-31 2024-06-30 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 195,074 -5,406 -2.70 29,517 -5.56 1.3482
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 200,480 2,157 1.09 31,257 8.69 1.8518
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 198,323 1,878 0.96 28,759 11.79 1.8793
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 196,445 -18,732 -8.71 25,726 -13.60 1.8998
2023-08-11 2023-06-30 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 215,177 11,738 5.77 29,776 9.17 2.1704
2023-05-03 2023-03-31 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 203,439 -2,723 -1.32 27,275 -2.17 2.3830
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 206,162 27,320 15.28 27,881 28.03 2.6217
2022-11-15 2022-09-30 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 178,842 4,454 2.55 21,778 -3.58 2.0629
2022-08-12 2022-06-30 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 174,388 -15,916 -8.36 22,587 -20.70 2.1165
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS MCAPVLIDXVIP ETF 922908512 190,304 288 0.15 28,483 -0.29 2.2219
2022-02-07 2021-12-31 13F VANGUARDINDEXFDSMCAPVLIDXVIP ETF 922908512 190,016 2,693 1.44 28,565 9.23 2.1781
2021-11-08 2021-09-30 13F VANGUARDINDEXFDSMCAPVLIDXVIP ETF 922908512 187,323 5,982 3.30 26,152 2.65 2.2434
2021-08-06 2021-06-30 13F VANGUARDINDEXFDSMCAPVLIDXVIP ETF 922908512 181,341 -22,636 -11.10 25,478 -7.39 2.5233
2021-05-03 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF 922908512 203,977 -1,818 -0.88 27,510 12.37 3.6270
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF 922908512 205,795 -337 -0.16 24,481 17.16 3.4412
2020-10-22 2020-09-30 13F VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 206,132 415 0.20 20,896 6.14 3.4558
2020-08-12 2020-06-30 13F SPDR INDEX SHS FDS GLB NAT RESRCE ETF 922908512 205,717 -87,989 -29.96 19,687 -17.54 3.4858
2020-05-04 2020-03-31 13F VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 293,706 3,688 1.27 23,875 -30.93 5.2473
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 290,018 -29,263 -9.17 34,567 -0.52 5.8704
2019-11-04 2019-09-30 13F BUCKEYE PARTNERS L P UNIT LTD PARTN ETF 922908512 319,281 20,716 6.94 34,749 3.97 5.8873
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 298,565 6,445 2.21 33,423 5.55 5.6393
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 292,120 -1,751 -0.60 31,666 13.12 5.4337
2019-02-08 2018-12-31 13F VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 293,871 293,871 27,994 5.4359
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.