先鋒指數基金 - 先鋒中型成長 ETF
US ˙ ARCA ˙ US9229085389

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership49,979 shares
Latest Disclosed Value $ 12,862,651
Advisory Alpha, LLC reports 7.51% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 49,979 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $12,862,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 46,487 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 7.51% during the quarter. The current value of the position is $14,670,336 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 49,979 3,492 7.51 12,863 -0.88 0.3515
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 46,487 84 0.18 12,977 -5.55 0.3534
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 46,403 3,470 8.08 13,739 12.53 0.3828
2025-08-01 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 42,933 1,494 3.61 12,210 20.44 0.3802
2025-05-19 2025-03-31 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 41,439 -3,444 -7.67 10,138 -10.99 0.3446
2025-04-08 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 35,056 -9,827 8,576 0.5317
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 44,883 -783 -1.71 11,389 2.44 0.4055
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 45,666 475 1.05 11,118 7.17 0.3950
2024-08-21 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 45,191 18,058 66.55 10,374 62.17 0.4089
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 27,133 12,580 86.44 6,398 100.22 0.2627
2024-01-23 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,553 -518 -3.44 3,195 8.86 0.1464
2023-10-18 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15,071 3 0.02 2,935 -5.32 0.1511
2023-07-25 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15,068 -245 -1.60 3,101 3.89 0.1592
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15,313 -2,017 -11.64 2,984 -4.21 0.1895
2023-01-30 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 17,330 406 2.40 3,115 7.93 0.2205
2022-10-12 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,924 411 2.49 2,886 -0.35 0.2197
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,513 2,535 18.14 2,896 -7.00 0.2177
2022-05-02 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,978 2,093 17.61 3,114 2.91 0.2012
2022-02-04 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,885 664 5.92 3,026 14.10 0.1764
2021-11-09 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,221 1,074 10.58 2,652 10.59 0.1901
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,147 714 7.57 2,398 18.48 0.1965
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,433 9,433 2,024 0.3506
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -521 -100.00 0 -100.00
2020-11-16 2020-09-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 521 521 97 0.0208
2020-11-06 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 521 521 371 14,731.9792
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -300 -100.00 0 -100.00
2020-04-29 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 300 -378 -55.75 42 -61.82 0.0118
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 678 74 12.25 111 26.44 0.0269
2019-11-13 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 604 604 88 0.0260
2019-08-16 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -540 -100.00 0 -100.00
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 540 540 78 0.0284
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 0 0 0.0000
2018-08-13 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 0 0 0.0000
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -60,832 -100.00 0 -100.00
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 60,832 1,815 3.08 7,580 8.10 2.1178
2017-08-09 2017-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 59,017 2,477 4.38 7,012 9.80 2.0316
2017-05-12 2017-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 56,540 -1,020 -1.77 6,386 -1.11 2.2083
2017-02-15 2016-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 57,560 57,560 6,458 2.6074
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.