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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership8,313 shares
Latest Disclosed Value $ 1,546,753
Whittier Trust Co reports 31.94% decrease in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 8,313 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $1,531,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,214 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of -31.94% during the quarter. The current value of the position is $1,624,277 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)
2026-04-28 2026-03-31 13F VANGUARD MCAP V VOE common 922908512 8,313 -3,901 -31.94 1,547 -30.64 0.0175
2026-01-26 2025-12-31 13F VANGUARD MCAP V VOE common 922908512 12,214 2,193 21.88 2,230 26.94 0.0241
2025-10-31 2025-09-30 13F VANGUARD INDEX FDS common 922908512 10,021 -78 -0.77 1,756 5.78 0.0200
2025-07-30 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 10,099 -391 -3.73 1,661 -1.43 0.0200
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 10,490 18 0.17 1,684 -0.59 0.0235
2025-02-11 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 10,472 2,660 34.05 1,694 29.41 0.0223
2024-10-21 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,812 -84 -1.06 1,310 10.28 0.0175
2024-07-29 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,896 -218 -2.69 1,188 -6.17 0.0169
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 8,114 -308 -3.66 1,265 3.60 0.0184
2024-01-11 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 8,422 -200 -2.32 1,221 8.15 0.0198
2023-10-27 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 8,622 783 9.99 1,129 4.15 0.0201
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,839 0 0.00 1,085 3.24 0.0189
2023-04-21 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,839 123 1.59 1,051 0.67 0.0191
2023-01-25 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,716 -100 -1.28 1,044 9.56 0.0203
2022-10-21 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,816 -90 -1.14 952 -7.03 0.0200
2022-07-28 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP ETF EQUITY 922908512 7,906 -227 -2.79 1,024 -15.93 0.0207
2022-04-29 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 8,133 -784 -8.79 1,218 -9.10 0.0205
2022-01-19 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 8,917 -268 -2.92 1,340 4.52 0.0218
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 9,185 -179 -1.91 1,282 -2.58 0.0233
2021-07-29 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 9,364 -782 -7.71 1,316 -3.80 0.0234
2021-04-26 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 10,146 2,834 38.76 1,368 57.24 0.0266
2021-01-29 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 7,312 -84 -1.14 870 16.00 0.0186
2020-10-30 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 7,396 -194 -2.56 750 3.31 0.0179
2020-07-10 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 7,590 -4,000 -34.51 726 -22.93 0.0202
2020-04-27 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 11,590 -1,198 -9.37 942 -38.19 0.0308
2020-01-31 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 12,788 -3,108 -19.55 1,524 -15.14 0.0400
2019-10-18 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 15,896 101 0.64 1,796 2.10 0.0514
2019-07-23 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 15,795 0 0.00 1,759 3.23 0.0517
2019-04-29 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 15,795 0 0.00 1,704 13.22 0.0521
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 15,795 2,375 17.70 1,505 -0.79 0.0518
2018-10-23 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 13,420 -60 -0.45 1,517 1.88 0.0473
2018-07-27 2018-06-30 13F/A-1 VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 13,480 0 0.00 1,489 0.95 0.0492
2018-07-20 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 2,475 -11,005 215
2018-05-01 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 13,480 716 5.61 1,475 3.58 0.0496
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 12,764 0 0.00 1,424 5.64 0.0497
2017-10-23 2017-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 12,764 2,500 24.36 1,348 27.65 0.0491
2017-07-20 2017-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US MID-CAP EQUITIES 922908512 10,264 -247 -2.35 1,056 -1.40 0.0408
2017-04-26 2017-03-31 13F VANGUARD INDEX FDS US SMALL AND MID-CAP EQUITIES 922908512 10,511 4,996 90.59 1,071 99.81 0.0432
2017-01-18 2016-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 5,515 0 0.00 536 3.88 0.0228
2016-11-10 2016-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 5,515 0 0.00 516 5.09 0.0225
2016-07-28 2016-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 5,515 0 0.00 491 2.29 0.0216
2016-04-28 2016-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 5,515 0 0.00 480 1.27 0.0212
2016-02-10 2015-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 5,515 100 1.85 474 5.10 0.0215
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 5,415 2,940 118.79 451 101.34 0.0219
2015-08-13 2015-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 2,475 0 0.00 224 -1.32 0.0099
2015-05-05 2015-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 2,475 2,475 0.00 227 0.0104
2015-02-04 2014-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 0 -2,475 -100.00 0 -100.00
2014-11-07 2014-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 2,475 0 0.00 210 -2.33 0.0102
2014-08-04 2014-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 2,475 -600 -19.51 215 -15.69 0.0106
2014-05-01 2014-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 3,075 0 0.00 255 4.08 0.0131
2014-02-05 2013-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP US SMALL AND MID-CAP EQUITIES 922908512 3,075 0 0.00 245 8.89 0.0126
2013-11-18 2013-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,075 0 0.00 225 6.64 0.0122
2013-08-14 2013-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,075 3,075 211 0.0118
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.