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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionValmark Advisers, Inc.
Latest Disclosed Ownership36,046 shares
Latest Disclosed Value $ 10,351,725
Valmark Advisers, Inc. reports 2.75% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 1, 2026 - Valmark Advisers, Inc. filed a 13F-HR form disclosing ownership of 36,046 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $10,351,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 35,082 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 2.75% during the quarter. The current value of the position is $2,890,168 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 36,046 964 2.75 10,352 1.67 0.1230
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 35,082 695 2.02 10,182 0.80 0.1255
2025-10-24 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,387 444 1.31 10,101 6.34 0.1305
2025-07-23 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,943 734 2.21 9,498 10.60 0.1322
2025-04-23 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,209 -166 -0.50 8,588 -2.58 0.1295
2025-01-30 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,375 217 0.65 8,815 0.77 0.1365
2024-10-25 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,158 252 0.77 8,748 9.82 0.1367
2024-08-01 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,906 273 0.84 7,966 -2.29 0.1352
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,633 550 1.71 8,154 9.25 0.1418
2024-02-02 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 32,083 976 3.14 7,464 15.22 0.1397
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 31,107 247 0.80 6,478 -4.67 0.1344
2023-08-03 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,860 -789 -2.49 6,794 1.78 0.1382
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 31,649 -1,776 -5.31 6,676 -2.01 0.1437
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,425 -631 -1.85 6,812 6.40 0.1572
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 34,056 -6,882 -16.81 6,402 -20.60 0.1288
2022-08-01 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,938 -12,399 -23.25 8,063 -36.44 0.1565
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 53,337 26,511 98.83 12,686 85.63 0.2234
2022-02-02 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,826 -2,210 -7.61 6,834 -0.58 0.1178
2021-11-09 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 29,036 1,811 6.65 6,874 6.38 0.1258
2021-08-06 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 27,225 1,352 5.23 6,462 12.83 0.1183
2021-05-04 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,873 866 3.46 5,727 10.75 0.1104
2021-02-03 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,007 2,376 10.50 5,171 29.63 0.1052
2020-11-09 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 22,631 3,295 17.04 3,989 25.88 0.0906
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 19,336 -737 -3.67 3,169 19.90 0.0745
2020-05-01 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 20,073 1,000 5.24 2,643 -22.22 0.0690
2020-01-31 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 19,073 1,296 7.29 3,398 14.07 0.0737
2019-11-06 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,777 919 5.45 2,979 5.71 0.0662
2019-08-07 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,858 1,340 8.64 2,818 12.99 0.0619
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,518 1,894 13.90 2,494 32.45 0.0556
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,624 19 0.14 1,883 -15.71 0.0452
2018-11-02 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,605 451 3.43 2,234 7.71 0.0490
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,154 480 3.79 2,074 6.14 0.0459
2018-05-07 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,674 199 1.60 1,954 1.19 0.0428
2018-02-09 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,475 12,475 1,931 0.0414
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.