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

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionWP Advisors, LLC
Latest Disclosed Ownership2,110 shares
Latest Disclosed Value $ 543,022
WP Advisors, LLC reports 0.14% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 2,110 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $543,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,107 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 0.14% during the quarter. The current value of the position is $641,567 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 GR IDXVIP 922908538 2,110 3 0.14 543 -7.65 0.1405
2026-01-28 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,107 7 0.33 588 -4.70 0.1465
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,100 3 0.14 617 3.52 0.1569
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,097 0 0.00 596 16.18 0.1638
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,097 4 0.19 513 -3.39 0.1708
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,093 4 0.19 531 4.53 0.1770
2024-11-07 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,089 7 0.34 509 6.28 0.1859
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,082 0 0.00 478 -2.45 0.1526
2024-05-08 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,082 3 0.14 491 7.46 0.1611
2024-01-31 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,079 6 0.29 456 13.15 0.1690
2023-10-30 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,073 3 0.14 404 -5.18 0.1670
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,070 3 0.15 426 5.72 0.1704
2023-04-14 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,067 -460 -18.20 403 -11.45 0.1662
2023-01-20 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,527 2,527 454 0.2031
2021-05-06 2021-03-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 0 -1,849 -100.00 0 -100.00
2021-01-27 2020-12-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,849 5 0.27 392 18.07 0.1893
2020-10-16 2020-09-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,844 -75 -3.91 332 4.73 0.2001
2020-08-07 2020-06-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,919 0 0.00 317 30.45 0.2229
2020-04-29 2020-03-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,919 3 0.16 243 -20.07 0.2360
2020-01-22 2019-12-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,916 5 0.26 304 7.42 0.3138
2019-10-22 2019-09-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,911 106 5.87 283 5.20 0.3244
2019-07-23 2019-06-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,805 3 0.17 269 -89.54 0.2999
2019-04-15 2019-03-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,802 0 0.00 2,572 1,090.74 0.2800
2019-01-17 2018-12-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,802 49 2.80 216 -13.60 0.2129
2018-10-31 2018-09-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,753 -58 -3.20 250 2.88 0.2327
2018-07-26 2018-06-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,811 73 4.20 243 8.00 0.2293
2018-05-04 2018-03-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,738 -20 -1.14 225 0.00 0.2429
2018-02-05 2017-12-31 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,758 115 7.00 225 12.50 0.2178
2017-11-02 2017-09-30 13F Vanguard Mid Cap Growth MCAP GR IDXVIP 922908538 1,643 1,643 200 0.1511
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.