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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionMoneywise, Inc.
Latest Disclosed Ownership6,933 shares
Latest Disclosed Value $ 1,990,882
Moneywise, Inc. reports 8.57% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 27, 2026 - Moneywise, Inc. filed a 13F-HR form disclosing ownership of 6,933 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $1,991,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,583 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -8.57% during the quarter. The current value of the position is $555,888 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)
2026-04-27 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,933 -650 -8.57 1,991 -9.55 0.8694
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,583 -1,350 -15.11 2,201 -16.16 0.9154
2025-10-24 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,933 -224 -2.45 2,624 2.42 1.1870
2025-07-16 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,157 -21,294 -69.93 2,562 -67.47 1.2014
2025-04-23 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 30,451 20,955 220.67 7,875 214.00 4.1694
2025-01-27 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,496 -443 -4.46 2,508 -4.35 1.2575
2024-10-21 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,939 -247 -2.42 2,622 6.33 1.2898
2024-07-18 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,186 -265 -2.54 2,466 -5.55 1.3057
2024-04-22 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 10,451 -1,565 -13.02 2,611 -6.58 1.4194
2024-01-29 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 12,016 -1,880 -13.53 2,795 -3.39 1.6053
2023-10-23 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,896 -1,344 -8.82 2,894 -13.77 1.8149
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,240 -789 -4.92 3,355 -0.74 2.0804
2023-04-21 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,029 296 1.88 3,381 5.43 2.1863
2023-01-30 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,733 -338 -2.10 3,207 6.12 2.3983
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,071 75 0.47 3,021 -4.13 2.4652
2022-08-02 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,996 349 2.23 3,151 -15.32 2.4558
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,647 -121 -0.77 3,721 -7.37 2.4509
2022-01-12 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 15,768 -2,262 -12.55 4,017 -5.90 2.5809
2021-10-12 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,030 304 1.71 4,269 1.47 2.7848
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,726 -666 -3.62 4,207 3.34 2.8712
2021-04-14 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,392 -161 -0.87 4,071 6.13 2.7456
2021-01-15 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,553 402 2.21 3,836 19.91 2.7431
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 18,151 1,543 9.29 3,199 17.52 2.5396
2020-07-10 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 16,608 11,736 240.89 2,722 324.65 2.1810
2020-04-13 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 4,872 4,872 641 0.5641
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.