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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionWP Advisors, LLC
Latest Disclosed Ownership3,559 shares
Latest Disclosed Value $ 655,932
WP Advisors, LLC reports 0.39% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 3,559 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $655,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,545 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 0.39% during the quarter. The current value of the position is $701,781 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,559 14 0.39 656 4.30 0.1697
2026-01-28 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,545 36 1.03 629 2.61 0.1566
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,509 18 0.52 613 6.62 0.1557
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,491 0 0.00 574 2.50 0.1577
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,491 23 0.66 560 0.00 0.1866
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,468 21 0.61 561 -2.95 0.1869
2024-11-07 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,447 37 1.09 578 12.70 0.2112
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,410 0 0.00 513 -3.58 0.1638
2024-05-08 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,410 16 0.47 532 7.93 0.1744
2024-01-31 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,394 26 0.77 492 11.56 0.1822
2023-10-30 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,368 -78 -2.26 441 -7.35 0.1824
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,446 19 0.55 477 3.70 0.1908
2023-04-14 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,427 18 0.53 459 -0.43 0.1895
2023-01-20 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,409 -72 -2.07 461 8.73 0.2061
2022-10-24 2022-09-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,481 20 0.58 424 -5.36 0.1920
2022-07-12 2022-06-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,461 171 5.20 448 -8.94 0.1947
2022-04-25 2022-03-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,290 -373 -10.18 492 -10.71 0.2026
2022-02-02 2021-12-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,663 21 0.58 551 8.46 0.2296
2021-10-20 2021-09-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,642 -256 -6.57 508 -7.30 0.2083
2021-07-22 2021-06-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,898 19 0.49 548 4.78 0.2285
2021-05-06 2021-03-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,879 16 0.41 523 13.70 0.2259
2021-01-27 2020-12-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,863 193 5.26 460 23.66 0.2221
2020-10-16 2020-09-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,670 25 0.69 372 6.59 0.2242
2020-08-07 2020-06-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,645 263 7.78 349 26.91 0.2454
2020-04-29 2020-03-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,382 31 0.93 275 -31.08 0.2671
2020-01-22 2019-12-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,351 24 0.72 399 6.12 0.4119
2019-10-22 2019-09-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,327 248 8.05 376 9.62 0.4310
2019-07-23 2019-06-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,079 15 0.49 343 -89.62 0.3824
2019-04-15 2019-03-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,064 0 0.00 3,306 1,032.19 0.3599
2019-01-17 2018-12-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 3,064 252 8.96 292 -8.18 0.2879
2018-10-31 2018-09-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 2,812 -61 -2.12 318 0.32 0.2960
2018-07-26 2018-06-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 2,873 103 3.72 317 4.62 0.2991
2018-05-04 2018-03-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 2,770 13 0.47 303 -1.62 0.3272
2018-02-05 2017-12-31 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 2,757 240 9.54 308 15.79 0.2982
2017-11-02 2017-09-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 2,517 168 7.15 266 9.92 0.2009
2017-08-08 2017-06-30 13F Vanguard Mid-Cap Value MCAP VL IDXVIP 922908512 2,349 2,349 242 0.1754
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.