Vanguard Index Funds - Vanguard Mid-Cap ETF
US ˙ ARCA ˙ US9229086296

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionSummit Financial, LLC
Latest Disclosed Ownership127,839 shares
Latest Disclosed Value $ 36,712,711
Summit Financial, LLC reports 12.71% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 127,839 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $36,712,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 113,424 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 12.71% during the quarter. The current value of the position is $10,250,131 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 127,839 14,415 12.71 36,713 11.53 0.4677
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 113,424 20,160 21.62 32,918 20.16 0.4836
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 93,264 7,245 8.42 27,395 13.38 0.4182
2025-08-13 2025-06-30 13F Vanguard Md-Cp I;ETF ETF 922908629 86,019 6,467 8.13 24,163 17.45 0.5462
2025-05-14 2025-03-31 13F Vanguard Md-Cp I;ETF ETF 922908629 79,552 17,028 27.23 20,574 24.58 0.5765
2025-02-12 2024-12-31 13F Vanguard Md-Cp I;ETF ETF 922908629 62,524 4,922 8.54 16,515 8.67 0.5789
2024-11-12 2024-09-30 13F VANGUARD MD-CP I;ETF ETF 922908629 57,602 10,811 23.10 15,197 33.65 0.5953
2024-07-31 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 46,791 4,860 11.59 11,371 8.54 0.5194
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 41,931 2,660 6.77 10,477 14.68 0.6207
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 39,271 974 2.54 9,136 14.56 0.5970
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 38,297 5,784 17.79 7,975 11.40 0.5889
2023-08-11 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 32,513 -55 -0.17 7,158 4.21 0.5218
2023-05-03 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 32,568 -610 -1.84 6,869 1.58 0.6002
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 33,178 996 3.09 6,762 11.79 0.6358
2022-11-15 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 32,182 1,979 6.55 6,050 1.68 0.5730
2022-08-12 2022-06-30 13F VANGUARDINDEXFDSMID CAP ETF ETF 922908629 30,203 478 1.61 5,949 -15.84 0.5575
2022-05-10 2022-03-31 13F VANGUARDINDEXFDSMID CAP ETF ETF 922908629 29,725 1,359 4.79 7,070 -2.17 0.5515
2022-02-07 2021-12-31 13F VANGUARDINDEXFDSMID CAP ETF ETF 922908629 28,366 6,727 31.09 7,227 41.05 0.5510
2021-11-08 2021-09-30 13F VANGUARDINDEXFDSMID CAP ETF ETF 922908629 21,639 5,026 30.25 5,123 29.93 0.4395
2021-08-06 2021-06-30 13F VANGUARDINDEXFDSMID CAP ETF ETF 922908629 16,613 5,583 50.62 3,943 61.53 0.3905
2021-05-03 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 11,030 256 2.38 2,441 9.61 0.3219
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 10,774 10,774 2,228 0.3131
2020-10-22 2020-09-30 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 0 -2,464 -100.00 0 -100.00
2020-08-12 2020-06-30 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 2,464 0 0.00 404 24.38 0.0715
2020-05-04 2020-03-31 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 2,464 0 0.00 324 -26.20 0.0713
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 2,464 2,464 439 0.0746
2019-11-04 2019-09-30 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 0 -2,464 -100.00 0 -100.00
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 2,464 0 0.00 413 4.03 0.0697
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 2,464 2,464 397 0.0682
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.