Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionAsset Management Group, Inc.
Latest Disclosed Ownership20,577 shares
Latest Disclosed Value $ 5,295,378
Asset Management Group, Inc. reports 0.19% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 15, 2026 - Asset Management Group, Inc. filed a 13F-HR form disclosing ownership of 20,577 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $5,295,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,538 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 0.19% during the quarter. The current value of the position is $6,039,967 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 GR IDXVIP 922908538 20,577 39 0.19 5,295 -7.64 0.8532
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,538 35 0.17 5,733 -4.81 0.9273
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,503 -188 -0.91 6,024 2.36 0.9854
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,691 -244 -1.17 5,884 14.90 1.0257
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,935 -164 -0.78 5,122 -4.33 0.9464
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,099 -17 -0.08 5,354 4.12 0.9519
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,116 695 3.40 5,141 9.69 0.9002
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,421 559 2.81 4,688 0.09 0.8732
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,862 -149 -0.74 4,683 6.60 0.8791
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,011 -623 -3.02 4,394 9.33 0.8804
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,634 -111 -0.54 4,019 -5.86 0.8840
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,745 -218 -1.04 4,269 4.48 0.9062
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,963 171 0.82 4,085 9.31 0.9110
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,792 -65 -0.31 3,738 5.06 0.8782
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,857 13 0.06 3,557 -2.71 0.8884
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,844 -66 -0.32 3,656 -21.53 0.8772
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,910 -20 -0.10 4,659 -12.57 0.9747
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,930 -448 -2.10 5,329 5.48 1.0475
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,378 124 0.58 5,052 0.58 1.0369
2021-08-16 2021-06-30 13F Vanguard Mid Cap Growth Etf ET 922908538 21,254 462 2.22 5,023 12.57 1.0390
2021-05-17 2021-03-31 13F Vanguard Mid Cap Growth Etf ET 922908538 20,792 3,501 20.25 4,462 21.68 0.9660
2021-02-16 2020-12-31 13F Vanguard Mid Cap Growth Etf ET 922908538 17,291 3,023 21.19 3,667 42.68 0.8916
2020-11-16 2020-09-30 13F Vanguard Mid Cap Growth Etf ET 922908538 14,268 1,915 15.50 2,570 26.04 0.7510
2020-08-14 2020-06-30 13F Vanguard Mid Cap Growth Etf ET 922908538 12,353 1,429 13.08 2,039 47.33 0.6443
2020-05-15 2020-03-31 13F Vanguard Mid Cap Growth Etf ET 922908538 10,924 25 0.23 1,384 -20.05 0.5220
2020-02-14 2019-12-31 13F Vanguard Mid Cap Growth Etf ET 922908538 10,899 3,627 49.88 1,731 60.72 0.5237
2019-11-14 2019-09-30 13F Vanguard Mid Cap Growth Etf ET 922908538 7,272 7,272 1,077 0.3693
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.