뱅가드 인덱스 펀드 - 뱅가드 미드캡 ETF
US ˙ ARCA ˙ US9229086296

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionPDS Planning, Inc
Latest Disclosed Ownership233,271 shares
Latest Disclosed Value $ 66,990,736
PDS Planning, Inc reports 2.41% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 233,271 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $66,990,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 227,783 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 2.41% during the quarter. The current value of the position is $18,703,669 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)
2026-04-21 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 233,271 5,488 2.41 66,991 1.34 4.4187
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 227,783 3,913 1.75 66,107 0.53 4.4161
2025-10-21 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 223,870 4,787 2.19 65,760 7.27 4.5483
2025-07-24 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 219,083 11,508 5.54 61,306 14.20 4.5689
2025-04-24 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 207,575 4,966 2.45 53,683 0.31 4.5251
2025-02-10 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 202,609 3,198 1.60 53,515 1.72 4.7542
2024-10-30 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 199,411 161,500 426.00 52,611 473.22 4.7151
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 37,911 2,237 6.27 9,178 2.97 0.9260
2024-05-01 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 35,674 411 1.17 8,914 8.66 0.9365
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 35,263 3,225 10.07 8,204 22.97 0.9344
2023-10-23 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,038 2,417 8.16 6,672 2.30 0.8631
2023-07-21 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,621 659 2.28 6,521 6.76 0.8338
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,962 596 2.10 6,109 5.66 0.8422
2023-01-27 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,366 2,223 8.50 5,781 17.64 0.9240
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,143 775 3.06 4,914 -1.66 0.8946
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,368 3,386 15.40 4,997 -4.42 0.9044
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,982 3,982 22.12 5,228 14.00 0.9200
2022-01-25 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,000 -2,886 -13.82 4,586 -7.26 0.8775
2021-10-22 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,886 -444 -2.08 4,945 -2.33 1.1410
2021-07-26 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,330 -1,244 -5.51 5,063 1.32 1.2328
2021-04-20 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,574 -155 -0.68 4,997 6.32 1.4505
2021-01-21 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,729 614 2.78 4,700 20.57 1.6132
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,115 253 1.16 3,898 8.79 1.5874
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 21,862 12,534 134.37 3,583 191.78 1.6236
2020-04-20 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,328 4,131 79.49 1,228 32.61 0.7838
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,197 1,447 38.59 926 47.45 0.5843
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,750 2,435 185.17 628 185.45 0.4359
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,315 1,315 220 0.1636
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.