Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionAccel Wealth Management
Latest Disclosed Ownership36,751 shares
Latest Disclosed Value $ 6,772,440
Accel Wealth Management reports 6.26% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 8, 2026 - Accel Wealth Management filed a 13F-HR form disclosing ownership of 36,751 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $6,772,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 34,587 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 6.26% during the quarter. The current value of the position is $7,180,778 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)
2026-04-08 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36,751 2,164 6.26 6,772 10.40 1.7666
2026-01-20 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 34,587 -573 -1.63 6,135 -0.07 1.6778
2025-10-08 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 35,160 -822 -2.28 6,138 3.74 1.7855
2025-07-22 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 35,982 30 0.08 5,918 2.53 1.9752
2025-04-10 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 35,952 3,056 9.29 5,772 8.46 2.0863
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 32,896 1,158 3.65 5,322 0.00 2.0178
2024-10-15 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 31,738 1,519 5.03 5,322 17.07 1.9814
2024-07-12 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,219 782 2.66 4,546 -0.96 1.8193
2024-04-19 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 29,437 1,106 3.90 4,589 11.71 1.9476
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 28,331 -3,275 -10.36 4,108 -0.75 2.0629
2023-10-19 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 31,606 1,328 4.39 4,139 -1.19 2.3056
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30,278 5,043 19.98 4,190 23.83 2.3064
2023-04-20 2023-03-31 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 25,235 314 1.26 3,383 0.39 1.3832
2023-01-26 2022-12-31 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 24,921 27 0.11 3,370 4.69 1.6129
2022-10-12 2022-09-30 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 24,894 253 1.03 3,219 0.00 1.7190
2022-08-03 2022-06-30 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 24,641 1,560 6.76 3,219 -7.23 1.8478
2022-04-29 2022-03-31 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 23,081 2,401 11.61 3,470 11.61 1.7933
2022-01-18 2021-12-31 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 20,680 3,983 23.85 3,109 33.38 1.5243
2021-11-04 2021-09-30 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 16,697 999 6.36 2,331 5.67 1.5060
2021-08-03 2021-06-30 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 15,698 9,692 161.37 2,206 172.35 1.4622
2021-05-10 2021-03-31 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 6,006 3,645 154.38 810 188.26 0.6563
2021-01-27 2020-12-31 13F VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 2,361 2,361 281 0.2618
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.