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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership17,453 shares
Latest Disclosed Value $ 5,012,360
AE Wealth Management LLC reports 4.87% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 17,453 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $5,012,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 18,346 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -4.87% during the quarter. The current value of the position is $1,399,382 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,453 -893 -4.87 5,012 -5.86 0.0271
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,346 5,128 38.80 5,325 37.15 0.0306
2025-11-03 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,218 2,661 25.21 3,883 31.42 0.0247
2025-08-06 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,557 -5,163 -32.84 2,954 -27.33 0.0216
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,720 1,453 10.18 4,066 7.88 0.0342
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,267 -17,345 -54.87 3,768 -54.82 0.0320
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 31,612 -2,230 -6.59 8,340 1.79 0.0757
2024-08-12 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 33,842 25,019 283.57 8,193 271.73 0.0820
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,823 -128,797 -93.59 2,204 -93.06 0.0249
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 137,620 -63,745 -31.66 31,749 -24.29 0.1621
2023-10-11 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 201,365 -8,157 -3.89 41,932 -9.10 0.2506
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 209,522 50,473 31.73 46,128 37.51 0.2773
2023-04-14 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 159,049 3,794 2.44 33,547 6.02 0.2159
2023-01-31 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 155,255 3,466 2.28 31,643 10.90 0.2288
2022-10-25 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 151,789 57,581 61.12 28,533 53.77 0.2263
2022-08-03 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 94,208 -3,652 -3.73 18,556 -20.27 0.1485
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 97,860 -2,726 -2.71 23,275 -9.17 0.1597
2022-01-20 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 100,586 23,394 30.31 25,626 40.22 0.1787
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 77,192 4,598 6.33 18,276 6.07 0.1506
2021-07-21 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 72,594 4,999 7.40 17,230 15.17 0.1505
2021-04-27 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 67,595 27,514 68.65 14,961 80.51 0.1510
2021-02-01 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 40,081 11,788 41.66 8,288 66.19 0.0940
2020-11-06 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 28,293 2,881 11.34 4,987 19.74 0.0712
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 25,412 1,088 4.47 4,165 30.07 0.0644
2020-05-07 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 24,324 4,721 24.08 3,202 -8.33 0.0736
2020-01-15 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 19,603 10,307 110.88 3,493 124.20 0.0758
2019-11-05 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,296 3,517 60.86 1,558 61.28 0.0450
2019-07-22 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 5,779 1,760 43.79 966 49.54 0.0290
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,019 98 2.50 646 19.19 0.0449
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,921 -52 -1.31 542 -16.87 0.0928
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,973 -84 -2.07 652 1.88 0.0359
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,057 615 17.87 640 20.53 0.0436
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,442 -669 -16.27 531 -16.51 0.0410
2018-02-06 2017-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,111 1,533 59.46 636 67.81 0.0561
2017-11-08 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,578 -690 -21.11 379 -18.67 0.0352
2017-08-11 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 3,268 740 29.27 466 32.39 0.0556
2017-05-10 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 2,528 862 51.74 352 60.73 0.0652
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,666 1,666 219 0.0887
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.