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
InstitutionWealth Alliance
Latest Disclosed Ownership8,963 shares
Latest Disclosed Value $ 2,306,621
Wealth Alliance reports 10.66% decrease in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 8,963 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $2,306,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,033 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of -10.66% during the quarter. The current value of the position is $2,725,290 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 8,963 -1,070 -10.66 2,307 -17.64 0.2278
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,033 -532 -5.04 2,801 -9.76 0.2741
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,565 -962 -8.35 3,104 -5.34 0.3193
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,527 927 8.75 3,278 26.42 0.3661
2025-05-05 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,600 135 1.29 2,593 -2.34 0.3138
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,465 64 0.62 2,656 4.86 0.3175
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,401 381 3.80 2,532 10.09 0.3024
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,020 -139 -1.37 2,300 -3.97 0.2970
2024-05-10 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,159 -14 -0.14 2,395 7.25 0.3142
2024-01-30 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,173 310 3.14 2,234 16.24 0.3132
2023-11-09 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,863 92 0.94 1,921 -4.43 0.3030
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,771 -121 -1.22 2,011 4.31 0.3006
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,892 95 0.97 1,928 9.49 0.3123
2023-02-13 2022-12-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 9,797 197 2.05 1,761 7.51 0.3127
2022-11-14 2022-09-30 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 9,600 571 6.32 1,637 3.41 0.3231
2022-10-11 2022-06-30 13F/A-1 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 9,029 -148 -1.61 1,583 -22.59 0.3038
2022-08-15 2022-06-30 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,787 -390 1,541 0.1874
2022-05-10 2022-03-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 9,177 243 2.72 2,045 -10.11 0.2915
2022-05-10 2022-03-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 210 47
2022-02-14 2021-12-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,934 52 0.59 2,275 8.38 0.4574
2021-11-12 2021-09-30 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,882 226 2.61 2,099 2.59 0.4713
2021-08-16 2021-06-30 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,656 777 9.86 2,046 20.99 0.4818
2021-05-18 2021-03-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 7,879 -578 -6.83 1,691 -5.69 0.4737
2021-02-11 2020-12-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,457 211 2.56 1,793 20.74 0.5283
2020-12-01 2020-09-30 13F/A-1 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,246 -307 -3.59 1,485 5.17 0.5338
2020-11-13 2020-09-30 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,246 -307 1,485 436,791.6842
2020-08-14 2020-06-30 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,553 203 2.43 1,412 33.46 0.5578
2020-05-15 2020-03-31 13F VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 8,350 8,350 1,058 0.5705
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.