先鋒指數基金 - 先鋒中型 ETF
US ˙ ARCA ˙ US9229086296

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership3,019 shares
Latest Disclosed Value $ 867,481
Advisory Alpha, LLC reports 11.61% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 3,019 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $866,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,705 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 11.61% during the quarter. The current value of the position is $242,063 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,019 314 11.61 867 10.45 0.0237
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,705 -81 -2.91 785 -4.27 0.0214
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,786 4 0.14 821 5.40 0.0229
2025-08-01 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,782 -153 -5.21 779 2.64 0.0242
2025-05-19 2025-03-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 2,935 182 6.61 759 4.26 0.0258
2025-04-08 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,592 -161 670 0.0416
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,753 87 3.26 727 3.41 0.0259
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,666 -107 -3.86 704 4.77 0.0250
2024-08-21 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,773 -1,300 -31.92 671 -34.02 0.0265
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,073 955 30.63 1,018 40.28 0.0418
2024-01-23 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,118 899 40.51 725 56.93 0.0332
2023-10-18 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,219 -79 -3.44 462 -8.70 0.0238
2023-07-25 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,298 1,169 103.54 506 112.61 0.0260
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,129 -415 -26.88 238 -24.20 0.0151
2023-01-30 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,544 1,544 315 0.0223
2022-10-12 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,272 -100.00 0 -100.00
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,272 1,272 251 0.0189
2022-05-02 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -2,777 -100.00 0 -100.00
2022-02-04 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,777 1,600 135.94 708 153.76 0.0413
2021-11-09 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,177 1,177 279 0.0200
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -174 -100.00 0 -100.00
2020-11-16 2020-09-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 174 -1,897 -91.60 32 -90.59 0.0069
2020-11-06 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 174 -1,897 10,410 413,369.0130
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,071 -916 -30.67 340 -15.63 0.0753
2020-04-29 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,987 -374 -11.13 404 -33.06 0.1132
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,361 114 3.51 602 11.48 0.1465
2019-11-13 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,247 -911 -21.91 541 -22.64 0.1601
2019-08-16 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,158 804 23.97 698 28.55 0.2330
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,354 3,354 543 0.1968
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 0 -1,493 -100.00 0 -100.00
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,493 -71 -4.54 517 -0.39 0.1313
2018-08-13 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,564 -1,496 -48.89 519 10.66 0.1302
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,060 -11,615 -79.15 469 -78.26 0.1625
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,675 0 0.00 2,157 0.00 0.7007
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,675 -11,576 -44.10 2,157 -41.48 0.6027
2017-08-09 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 26,251 8,240 45.75 3,686 52.19 1.0679
2017-05-12 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,011 -830 -4.41 2,422 -2.26 0.8375
2017-02-15 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,841 -85,695 -81.98 2,478 -81.69 1.0005
2016-10-14 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 104,536 -4,363 -4.01 13,531 0.51 5.6659
2016-08-05 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 108,899 1,794 1.67 13,463 3.74 6.1733
2016-05-04 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 107,105 -4,848 -4.33 12,978 -3.48 6.9230
2016-02-05 2015-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 111,953 6,787 6.45 13,446 9.58 7.7251
2016-02-04 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 111,953 6,787 13,446 8.3068
2015-10-30 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,166 -959 -0.90 12,270 -9.23 8.3943
2015-07-31 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 106,125 883 0.84 13,518 -3.21 8.6454
2015-04-29 2015-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,242 2,020 1.96 13,966 9.50 9.0617
2015-02-13 2014-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 103,222 -8,783 -7.84 12,754 -3.06 8.9118
2014-11-07 2014-09-30 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 112,005 6,129 5.79 13,157 4.72 8.7321
2014-11-07 2014-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,991,146 3,278
2014-08-15 2014-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,876 318 0.30 12,564 4.80 8.5583
2014-05-14 2014-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 105,558 27,121 34.58 11,989 38.92 8.3531
2014-02-14 2013-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 78,437 78,437 8,630 6.1839
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.