Vanguard Index Funds - Vanguard Mid-Cap ETF
US ˙ ARCA ˙ US9229086296

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionSOUTH STATE Corp
Latest Disclosed Ownership18,211 shares
Latest Disclosed Value $ 5,229,835
SOUTH STATE Corp reports 6.75% increase in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 5, 2026 - SOUTH STATE Corp filed a 13F-HR form disclosing ownership of 18,211 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $5,229,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 17,059 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of 6.75% during the quarter. The current value of the position is $1,460,158 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)
2026-05-05 2026-03-31 13F VANGUARD IND FD MID-CAP COM 922908629 18,211 1,152 6.75 5,230 5.64 0.2441
2026-02-11 2025-12-31 13F VANGUARD IND FD MID-CAP ETF 922908629 17,059 1,648 10.69 4,951 9.37 0.2215
2025-11-05 2025-09-30 13F VANGUARD IND FD MID-CAP ETF 922908629 15,411 -2,364 -13.30 4,527 -8.99 0.2085
2025-08-06 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 17,775 -877 -4.70 4,974 3.11 0.2174
2025-05-12 2025-03-31 13F VANGUARD IND FD MID-CAP ETF 922908629 18,652 795 4.45 4,824 2.27 0.2205
2025-02-10 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF ETF 922908629 17,857 -44 -0.25 4,717 -0.13 0.3091
2024-11-08 2024-09-30 13F Vanguard Ind Fd Mid-Cap ETF 922908629 17,901 -15 -0.08 4,723 8.88 0.3255
2024-08-02 2024-06-30 13F VANGUARD IND FD MID-CAP ETF 922908629 17,916 2,689 17.66 4,337 14.01 0.3167
2024-05-06 2024-03-31 13F Vanguard Ind Fd Mid-Cap ETF 922908629 15,227 431 2.91 3,805 10.52 0.2964
2024-02-06 2023-12-31 13F Vanguard Ind Fd Mid-Cap Etf 922908629 14,796 -563 -3.67 3,442 7.63 0.2936
2023-11-07 2023-09-30 13F Vanguard Ind Fd Mid-Cap ETF 922908629 15,359 -479 -3.02 3,198 -8.26 0.3035
2023-08-08 2023-06-30 13F Vanguard Ind Fd Mid-Cap ETF 922908629 15,838 -65 -0.41 3,487 3.94 0.3120
2023-05-08 2023-03-31 13F Vanguard Ind Fd Mid-Cap ETF 922908629 15,903 -90 -0.56 3,354 2.92 0.3096
2023-02-10 2022-12-31 13F Vanguard Ind Fd Mid-Cap ETF 922908629 15,993 -133 -0.82 3,260 7.49 0.3015
2022-11-07 2022-09-30 13F Vanguard Ind Fd Mid-Cap Other 922908629 16,126 -157 -0.96 3,032 -5.46 0.3022
2022-08-05 2022-06-30 13F Vanguard Ind Fd Mid-Cap Other 922908629 16,283 766 4.94 3,207 -13.09 0.3010
2022-08-04 2022-03-31 13F/A-1 Vanguard Ind Fd Mid-Cap Other 922908629 15,517 -32 -0.21 3,690 -6.84 0.2934
2022-05-06 2022-03-31 13F Vanguard Ind Fd Mid-Cap Other 922908629 15,517 -32 3,690 0.1304
2022-02-11 2021-12-31 13F Vanguard Ind Fd Mid-Cap Other 922908629 15,549 730 4.93 3,961 12.88 0.3083
2021-11-10 2021-09-30 13F Vanguard Ind Fd Mid-Cap Common Stock 922908629 14,819 -69 -0.46 3,509 -0.71 0.2952
2021-08-10 2021-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,888 295 2.02 3,534 9.41 0.3047
2021-05-12 2021-03-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,593 -157 -1.06 3,230 5.90 0.3018
2021-02-10 2020-12-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,750 123 0.84 3,050 18.31 0.3001
2020-11-10 2020-09-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,627 0 0.00 2,578 7.51 0.2691
2020-08-11 2020-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,627 -14 -0.10 2,398 24.44 0.2939
2020-05-04 2020-03-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,641 41 0.28 1,927 -25.91 0.2861
2020-02-05 2019-12-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,600 0 0.00 2,601 6.29 0.2993
2019-11-08 2019-09-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,600 -10 -0.07 2,447 0.20 0.3061
2019-08-13 2019-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,610 -62 -0.42 2,442 3.52 0.2811
2019-05-15 2019-03-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,672 -326 -2.17 2,359 13.80 0.2427
2019-02-11 2018-12-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 14,998 -628 -4.02 2,073 -19.21 0.2395
2018-11-08 2018-09-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 15,626 -1,581 -9.19 2,566 -5.42 0.2640
2018-08-03 2018-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 17,207 -779 -4.33 2,713 -2.20 0.3049
2018-05-11 2018-03-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 17,986 -43 -0.24 2,774 -0.61 0.3193
2018-02-12 2017-12-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 18,029 2,856 18.82 2,791 25.10 0.3013
2017-11-09 2017-09-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 15,173 14 0.09 2,231 3.24 0.2500
2017-08-10 2017-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 15,159 47 0.31 2,161 2.66 0.2783
2017-05-09 2017-03-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 15,112 4,086 37.06 2,105 45.07 0.2746
2017-02-08 2016-12-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 11,026 7,875 249.92 1,451 255.64 0.2084
2016-11-09 2016-09-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 3,151 1,360 75.94 408 83.78 0.0622
2016-08-12 2016-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 1,791 -600 -25.09 222 -23.45 0.0333
2016-05-11 2016-03-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 2,391 0 0.00 290 1.05 0.0451
2016-02-12 2015-12-31 13F VANGUARD IND FD MID-CAP OTHER 922908629 2,391 -285 -10.65 287 -8.01 0.0450
2015-11-06 2015-09-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 2,676 -125 -4.46 312 -12.61 0.0477
2015-08-12 2015-06-30 13F VANGUARD IND FD MID-CAP OTHER 922908629 2,801 710 33.96 357 28.88 0.0497
2015-05-07 2015-03-31 13F VANGUARD MID-CAP ETF OTHER 922908629 2,091 0 0.00 277 6.95 0.0394
2015-02-12 2014-12-31 13F VANGUARD MID-CAP ETF OTHER 922908629 2,091 0 0.00 259 5.71 0.0406
2014-10-29 2014-09-30 13F VANGUARD MID-CAP ETF OTHER 922908629 2,091 -20 -0.95 245 -2.39 0.0374
2014-08-15 2014-06-30 13F VANGUARD MID-CAP ETF OTHER 922908629 2,111 300 16.57 251 21.84 0.0414
2014-05-15 2014-03-31 13F VANGUARD MID-CAP ETF OTHER 922908629 1,811 1,811 206 0.0332
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.