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

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionCwm, Llc
Latest Disclosed Ownership120,960 shares
Latest Disclosed Value $ 31,129,045
Cwm, Llc reports 8.29% decrease in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 120,960 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $31,129,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 131,898 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of -8.29% during the quarter. The current value of the position is $36,526,291 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 120,960 -10,938 -8.29 31,129 86,369.44 0.0809
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 131,898 59,536 82.28 37 71.43 0.0998
2025-10-15 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 72,362 1,920 2.73 21 5.00 0.0639
2025-07-25 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 70,442 30,578 76.71 20 122.22 0.0706
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 39,864 6,355 18.97 10 12.50 0.0389
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 33,509 14,269 74.16 9 100.00 0.0353
2024-10-08 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,240 -513 -2.60 5 0.00 0.0201
2024-07-10 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,753 -1,287 -6.12 5 0.00 0.0214
2024-04-05 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,040 -869 -3.97 5 0.00 0.0241
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,909 3,990 22.27 5 33.33 0.0259
2023-10-11 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 17,919 -1,106 -5.81 3 0.00 0.0214
2023-08-03 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,025 1,675 9.65 4 0.00 0.0242
2023-05-01 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 17,350 1,918 12.43 3 50.00 0.0228
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15,432 -3,752 -19.56 3 -99.94 0.0204
2022-10-27 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,184 2,081 12.17 3,272 9.07 0.0260
2022-07-28 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 17,103 -11,018 -39.18 3,000 -52.12 0.0232
2022-04-21 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 28,121 5,750 25.70 6,266 10.01 0.0444
2022-01-31 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 22,371 17,876 397.69 5,696 436.35 0.0401
2021-09-15 2021-06-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2021-07-29 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 1,062 0.0085
2021-09-15 2021-03-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2021-04-27 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 409 -4,086 88 0.0008
2021-09-15 2020-12-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2021-01-27 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 161 -4,334 34 0.0003
2021-09-15 2020-09-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 500 -3,995 90 0.0010
2021-09-15 2020-06-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2020-07-22 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 890 -3,605 147 0.0017
2021-09-15 2020-03-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2020-04-28 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 840 -3,655 106 0.0016
2021-09-14 2019-12-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2020-01-27 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 840 -3,655 133 0.0017
2021-09-14 2019-09-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 916 -3,579 136 0.0020
2021-09-14 2019-06-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 0 0.00 1,062 0.00 0.0085
2019-07-31 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 740 -3,755 110 0.0018
2021-09-02 2019-03-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,495 3,713 474.81 1,062 1,029.79 0.0085
2019-04-22 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 740 -42 106 0.0021
2019-01-25 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 782 42 5.68 94 -10.48 0.0023
2018-10-29 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 740 0 0.00 105 6.06 0.0027
2018-07-31 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 740 0 0.00 99 3.13 0.0033
2018-04-26 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 740 -400 -35.09 96 -34.25 0.0038
2018-01-16 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,140 0 0.00 146 5.04 0.0065
2017-10-16 2017-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,140 0 0.00 139 3.73 0.0066
2017-07-17 2017-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,140 0 0.00 134 3.88 0.0069
2017-04-17 2017-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,140 -34 -2.90 129 4.03 0.0073
2017-01-19 2016-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,174 0 0.00 124 -0.80 0.0076
2016-10-17 2016-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,174 1,140 3,352.94 125 4,066.67 0.0086
2016-07-21 2016-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 34 -88 -72.13 3 -75.00 0.0002
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 122 88 258.82 12 300.00 0.0011
2016-02-01 2015-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 34 34 3 0.0003
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.