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

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership28,449 shares
Latest Disclosed Value $ 5,242,561
Mutual Advisors, LLC reports 5.70% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 28,449 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $5,242,582 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 26,915 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 5.70% during the quarter. The current value of the position is $5,558,650 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 MCAP VL IDXVIP 922908512 28,449 1,534 5.70 5,243 9.83 0.1122
2026-02-02 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 26,915 -130 -0.48 4,774 1.06 0.1023
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 27,045 -48 -0.18 4,723 2.21 0.1040
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 27,093 778 2.96 4,621 13.71 0.1154
2025-04-28 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 26,315 -349 -1.31 4,065 -7.97 0.1163
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 26,664 775 2.99 4,416 1.66 0.1278
2024-10-25 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 25,889 494 1.95 4,344 8.17 0.1270
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 25,395 335 1.34 4,016 2.79 0.1212
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 25,060 2,973 13.46 3,907 22.02 0.1253
2024-01-12 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 22,087 4,813 27.86 3,203 41.56 0.1114
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 17,274 11,143 181.75 2,262 166.75 0.0882
2023-07-31 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,131 -340 -5.25 848 -2.19 0.0322
2023-04-11 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,471 -492 -7.07 868 -7.86 0.0356
2023-01-12 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,963 -621 -8.19 942 1.95 0.0421
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7,584 844 12.52 923 5.73 0.0475
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,740 -17,446 -72.13 873 -75.88 0.0578
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 24,186 17,252 248.80 3,620 247.41 0.2026
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,934 111 1.63 1,042 9.45 0.0551
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,823 1,349 24.64 952 23.80 0.0563
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,474 32 0.59 769 4.77 0.0456
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,442 -2,683 -33.02 734 -24.10 0.0502
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8,125 -9,421 -53.69 967 -45.64 0.0718
2020-11-13 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 17,546 -3,382 -16.16 1,779 -11.18 0.1543
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 20,928 1,955 10.30 2,003 29.90 0.1968
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 18,973 -2,922 -13.35 1,542 -40.92 0.2092
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,895 15,322 233.11 2,610 251.28 0.2776
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,573 530 8.77 743 10.40 0.0982
2019-08-15 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,043 1,298 27.36 673 31.45 0.0874
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,745 1,028 27.66 512 44.63 0.0758
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,717 -979 -20.85 354 -33.33 0.0698
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,696 355 8.18 531 10.63 0.0806
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,341 146 3.48 480 4.58 0.1094
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,195 -250 -5.62 459 -7.46 0.1163
2018-02-12 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,445 4,445 496 0.1873
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.