Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership5,902 shares
Latest Disclosed Value $ 1,518,808
AE Wealth Management LLC reports 3.93% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 5,902 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $1,518,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 5,679 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 3.93% during the quarter. The current value of the position is $1,732,414 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,902 223 3.93 1,519 -4.23 0.0082
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,679 -615 -9.77 1,585 -14.28 0.0091
2025-11-03 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,294 -353 -5.31 1,849 -2.17 0.0118
2025-08-06 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,647 -2,896 -30.35 1,890 -19.02 0.0138
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,543 -2,924 -23.45 2,335 -26.21 0.0196
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,467 5,429 77.14 3,163 84.65 0.0268
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7,038 -778 -9.95 1,714 -4.52 0.0155
2024-08-12 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7,816 -375 -4.58 1,794 -7.09 0.0179
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 8,191 -8,428 -50.71 1,931 -46.67 0.0218
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,619 3,032 22.32 3,621 36.85 0.0185
2023-10-11 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,587 1,467 12.10 2,646 6.09 0.0158
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,120 -1,344 -9.98 2,494 -4.92 0.0150
2023-04-14 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,464 -2,745 -16.94 2,624 -9.96 0.0169
2023-01-31 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,209 -16,679 -50.71 2,914 -48.07 0.0211
2022-10-25 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 32,888 -2,022 -5.79 5,609 -8.38 0.0445
2022-08-03 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 34,910 -39,163 -52.87 6,122 -62.91 0.0490
2022-04-18 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 74,073 -6,401 -7.95 16,504 -19.45 0.1132
2022-01-20 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 80,474 2,833 3.65 20,490 11.68 0.1429
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 77,641 -193,327 -71.35 18,347 -71.35 0.1511
2021-07-21 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 270,968 18,323 7.25 64,043 18.13 0.5594
2021-04-27 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 252,645 44,298 21.26 54,215 22.70 0.5473
2021-02-01 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 208,347 170,846 455.58 44,184 554.00 0.5012
2020-11-06 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 37,501 3,863 11.48 6,756 21.66 0.0964
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 33,638 4,925 17.15 5,553 52.64 0.0858
2020-05-07 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 28,713 -1,691 -5.56 3,638 -24.65 0.0836
2020-01-15 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 30,404 -1,592 -4.98 4,828 1.88 0.1048
2019-11-05 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 31,996 2,237 7.52 4,739 6.66 0.1369
2019-07-22 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 29,759 18,177 156.94 4,443 168.62 0.1335
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,582 8,863 325.97 1,654 408.92 0.1149
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,719 -16,096 -85.55 325 -87.88 0.0556
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 18,815 2,676 16.58 2,681 23.61 0.1475
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,139 12,498 343.26 2,169 359.53 0.1476
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,641 1,077 42.00 472 44.34 0.0364
2018-02-06 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,564 -11 -0.43 327 4.14 0.0289
2017-11-08 2017-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2,575 2,575 314 0.0291
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.