Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionTotal Wealth Planning, Llc
Latest Disclosed Ownership4,016 shares
Latest Disclosed Value $ 1,120,958
Total Wealth Planning, Llc reports 93.82% decrease in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On February 13, 2026 - Total Wealth Planning, Llc filed a 13F-HR form disclosing ownership of 4,016 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $1,121,026 USD as of December 31, 2025. The current value of the position is $1,178,816 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)
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,016 -60,927 -93.82 1,121 -94.13
2025-10-17 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 64,943 -205 -0.31 19,080 2.98 2.2077
2025-07-15 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 65,148 1,288 2.02 18,528 18.60 2.3414
2025-04-15 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 63,860 -134 -0.21 15,623 -3.79 2.3899
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 63,994 621 0.98 16,239 5.24 2.5290
2024-10-10 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 63,373 1,616 2.62 15,429 4.27 2.4076
2024-08-02 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 61,757 1,100 1.81 14,797 3.46 2.4277
2024-04-18 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 60,657 186 0.31 14,302 7.72 2.4582
2024-02-05 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 60,471 1,934 3.30 13,278 16.45 2.4076
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 58,537 1,916 3.38 11,401 -2.14 2.3292
2023-07-31 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 56,621 1,606 2.92 11,651 8.67 2.4252
2023-04-14 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 55,015 5,683 11.52 10,722 20.91 2.3647
2023-02-02 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 49,332 1,803 3.79 8,868 9.39 2.1971
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 47,529 6,323 15.34 8,106 12.16 2.3022
2022-08-01 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 41,206 2,708 7.03 7,227 -15.75 2.0916
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 38,498 18,652 93.98 8,578 202.79 2.3172
2022-02-09 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,846 -12,344 -38.35 2,833 -62.75 1.7506
2021-11-04 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 32,190 1,887 6.23 7,606 6.20 2.7600
2021-08-16 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 30,303 2,522 9.08 7,162 20.13 2.8089
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 27,781 1,790 6.89 5,962 8.16 2.5284
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 25,991 683 2.70 5,512 20.90 2.5478
2020-11-10 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 25,308 -1,794 -6.62 4,559 1.90 2.3660
2020-08-13 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 27,102 1,687 6.64 4,474 38.94 2.4791
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 25,415 7,280 40.14 3,220 11.84 2.0944
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 18,135 -610 -3.25 2,879 3.71 1.5353
2019-11-06 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 18,745 -528 -2.74 2,776 -3.54 1.5774
2019-08-06 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,273 -573 -2.89 2,878 1.59 1.7002
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,846 -342 -1.69 2,833 17.26 1.7506
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 20,188 20,188 2,416 1.6723
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.