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
InstitutionBetterment LLC
Latest Disclosed Ownership90,629 shares
Latest Disclosed Value $ 23,323
Betterment LLC reports 4.85% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 14, 2026 - Betterment LLC filed a 13F-HR form disclosing ownership of 90,629 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $23,323,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 86,435 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 4.85% during the quarter. The current value of the position is $26,602,330 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 MCAP GR IDXVIP 922908538 90,629 4,194 4.85 23 -4.17 0.0442
2026-02-12 2025-12-31 13F Vanguard MCAP GR IDXVIP 922908538 86,435 1,896 2.24 24 0.00 0.0460
2025-11-13 2025-09-30 13F Vanguard MCAP GR IDXVIP 922908538 84,539 1,546 1.86 25 4.35 0.0491
2025-08-14 2025-06-30 13F Vanguard MCAP GR IDXVIP 922908538 82,993 3,225 4.04 24 21.05 0.0503
2025-05-15 2025-03-31 13F Vanguard MCAP GR IDXVIP 922908538 79,768 2,989 3.89 20 0.00 0.0463
2025-02-14 2024-12-31 13F Vanguard MCAP GR IDXVIP 922908538 76,779 6 0.01 19 5.56 0.0464
2024-11-14 2024-09-30 13F Vanguard MCAP GR IDXVIP 922908538 76,773 1,312 1.74 19 5.88 0.0446
2024-08-14 2024-06-30 13F Vanguard MCAP GR IDXVIP 922908538 75,461 28 0.04 17 0.00 0.0449
2024-05-10 2024-03-31 13F Vanguard MCAP GR IDXVIP 922908538 75,433 28,190 59.67 18 70.00 0.0477
2024-02-09 2023-12-31 13F Vanguard MCAP GR IDXVIP 922908538 47,243 731 1.57 10 11.11 0.0299
2023-11-09 2023-09-30 13F Vanguard MCAP GR IDXVIP 922908538 46,512 1,200 2.65 9 0.00 0.0287
2023-08-07 2023-06-30 13F Vanguard MCAP GR IDXVIP 922908538 45,312 3,440 8.22 9 12.50 0.0289
2023-05-15 2023-03-31 13F Vanguard MCAP GR IDXVIP 922908538 41,872 -763 -1.79 8 14.29 0.0264
2023-02-13 2022-12-31 13F Vanguard MCAP GR IDXVIP 922908538 42,635 749 1.79 8 -99.90 0.0263
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 41,886 0 0.00 7,346 0.00 0.0263
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 41,886 8,106 24.00 7,346 -2.40 0.0263
2022-05-16 2022-03-31 13F Vanguard Common 922908538 33,780 19,100 130.11 7,527 101.36 0.0239
2022-02-15 2021-12-31 13F Vanguard Common 922908538 14,680 -668 -4.35 3,738 3.06 0.0116
2021-11-15 2021-09-30 13F Vanguard Common 922908538 15,348 -921 -5.66 3,627 -5.67 0.0121
2021-08-10 2021-06-30 13F Vanguard Common 922908538 16,269 -642 -3.80 3,845 5.95 0.0131
2021-06-01 2021-03-31 13F Vanguard Common 922908538 16,911 -1,223 -6.74 3,629 -5.64 0.0137
2021-02-12 2020-12-31 13F Vanguard Common 922908538 18,134 -4,973 -21.52 3,846 -7.59 0.0161
2020-11-10 2020-09-30 13F Vanguard Common 922908538 23,107 1,387 6.39 4,162 16.06 0.0204
2020-08-11 2020-06-30 13F Vanguard Common 922908538 21,720 2,209 11.32 3,586 45.06 0.0191
2020-05-14 2020-03-31 13F Vanguard Common 922908538 19,511 -2,305 -10.57 2,472 -28.64 0.0153
2020-01-31 2019-12-31 13F Vanguard Common 922908538 21,816 3,528 19.29 3,464 26.84 0.0179
2019-11-07 2019-09-30 13F Vanguard Common 922908538 18,288 0 0.00 2,731 0.00 0.0155
2019-08-14 2019-06-30 13F Vanguard Common 922908538 18,288 1,589 9.52 2,731 14.56 0.0155
2019-04-11 2019-03-31 13F Vanguard Common 922908538 16,699 2,051 14.00 2,384 36.00 0.0144
2019-02-06 2018-12-31 13F Vanguard Common 922908538 14,648 735 5.28 1,753 -11.60 0.0123
2018-11-14 2018-09-30 13F Vanguard Common 922908538 13,913 1,148 8.99 1,983 15.56 0.0130
2018-08-13 2018-06-30 13F Vanguard Common 922908538 12,765 978 8.30 1,716 13.27 0.0122
2018-05-14 2018-03-31 13F Vanguard Common 922908538 11,787 2,924 32.99 1,515 33.83 0.0110
2018-02-14 2017-12-31 13F Vanguard Common 922908538 8,863 2,467 38.57 1,132 45.31 0.0091
2017-11-17 2017-09-30 13F Vanguard Common 922908538 6,396 6,396 779 0.0071
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.