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

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership1,551,126 shares
Latest Disclosed Value $ 399,182,382
EP Wealth Advisors, Inc. reports 10.37% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,551,126 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $399,182,276 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 1,405,344 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 10.37% during the quarter. The current value of the position is $455,302,015 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.

Upgrade to unlock premium data and export to Excel .

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 1,551,126 145,782 10.37 399,182 1.76 1.9608
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,405,344 175,792 14.30 392,288 12.19 2.0382
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,229,552 167,722 15.80 349,672 34.61 2.2981
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,061,830 125,362 13.39 259,766 9.32 2.0751
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 936,468 220,475 30.79 237,629 36.32 1.9393
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 715,993 197,541 38.10 174,323 46.47 1.4983
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 518,452 57,693 12.52 119,016 9.55 1.2644
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 460,759 -7,031 -1.50 108,642 5.77 1.2699
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 467,790 62,398 15.39 102,713 30.08 1.3100
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 405,392 293,207 261.36 78,958 2.86 1.2248
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 112,185 80,098 249.63 76,765 536.15 1.1066
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 32,087 -263,393 -89.14 12,067 -77.28 0.2075
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 295,480 77,769 35.72 53,115 43.06 0.9572
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 217,711 49,170 29.17 37,128 25.61 0.8420
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 168,541 49,652 41.76 29,559 11.59 0.6657
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 118,889 19,902 20.11 26,490 5.10 0.5815
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 98,987 16,890 20.57 25,204 29.92 0.5957
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 82,097 17,848 27.78 19,399 27.75 0.5319
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,401 -62,848 19,399 0.5319
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 64,249 32,453 102.07 15,185 122.56 0.4210
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 31,796 12,952 68.73 6,823 70.75 0.2169
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 18,844 -17,052 -47.50 3,996 -38.20 0.1405
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 35,896 -23,932 -40.00 6,466 -34.53 0.2782
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 59,828 -5,355 -8.22 9,876 19.59 0.4217
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 65,183 1,644 2.59 8,258 -18.15 0.4041
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 63,539 47,329 291.97 10,089 320.20 0.4155
2019-11-18 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,210 -111 -0.68 2,401 -1.48 0.1191
2019-08-27 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,321 -4,838 -22.86 2,437 -19.33 0.1522
2019-05-20 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,159 -379 -1.76 3,021 17.18 0.2905
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 21,538 14,183 192.83 2,578 145.99 0.1989
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7,355 799 12.19 1,048 18.96 0.0819
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,556 27 0.41 881 4.14 0.0831
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,529 6,529 846 0.0818
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.