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

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership6,181 shares
Latest Disclosed Value $ 1,590,700
Level Four Advisory Services, Llc reports 47.84% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 6,181 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $1,590,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,181 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 47.84% during the quarter. The current value of the position is $1,866,477 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 6,181 2,000 47.84 1,591 36.25 0.0522
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,181 431 11.49 1,167 5.99 0.0382
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,750 68 1.85 1,102 5.16 0.0377
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,682 126 3.54 1,047 20.34 0.0386
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,556 -470 -11.67 870 -14.79 0.0358
2025-02-12 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,026 -290 -6.72 1,022 -2.95 0.0418
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,316 2,281 112.09 1,052 125.27 0.0443
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,035 2,035 467 0.0211
2021-10-12 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -5,334 -100.00 0 -100.00
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,334 1,593 42.58 1,261 57.04 0.0872
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,741 -4 -0.11 803 1.13 0.0624
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,745 2,424 183.50 794 233.61 0.0637
2020-11-02 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,321 1,321 238 0.0183
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -4,003 -100.00 0 -100.00
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,003 290 7.81 634 15.27 0.0251
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,713 403 12.18 550 11.34 0.0569
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,310 1,198 56.72 494 63.58 0.0499
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,112 0 0.00 302 19.37 0.0333
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,112 -107 -4.82 253 -19.94 0.0315
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,219 -190 -7.89 316 -2.47 0.0342
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,409 159 7.07 324 10.96 0.0236
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,250 -7 -0.31 292 1.39 0.0226
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,257 0 0.00 288 4.73 0.0224
2018-04-03 2017-09-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,257 1 0.04 275 9.13 0.0244
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,257 1 278
2017-09-20 2017-06-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,256 0 0.00 252 0.00 0.0388
2017-07-12 2017-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,256 0 252
2017-09-20 2017-03-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,256 -17 -0.75 252 5.00 0.0257
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,256 -17 252
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,273 2,273 240 0.0306
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.