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

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership45,227 shares
Latest Disclosed Value $ 11,669,849
Cerity Partners LLC reports 42.84% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 45,227 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $11,639,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 31,662 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 42.84% during the quarter. The current value of the position is $13,275,481 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)
2026-05-15 2026-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 45,227 13,565 42.84 11,670 32.05 0.0082
2026-02-11 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 31,662 4,239 15.46 8,838 9.69 0.0129
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS ETF 922908538 27,423 -285 -1.03 8,057 2.25 0.0131
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS ETF 922908538 27,708 -166,422 -85.73 7,880 -83.41 0.0141
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS ETF 922908538 194,130 1,180 0.61 47,492 -3.00 0.0962
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS ETF 922908538 192,950 -1,386 -0.71 48,961 3.48 0.1062
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS ETF 922908538 194,336 3,739 1.96 47,315 8.14 0.1048
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 190,597 12,904 7.26 43,753 4.43 0.1152
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS Equities 922908538 177,693 159,846 895.65 41,898 969.37 0.1107
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS Equity 922908538 17,847 15,476 652.72 3,919 749.89 0.0129
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS Equities 922908538 2,371 -15,567 -86.78 462 -87.51 0.0022
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS ETF 922908538 17,938 -2,507 -12.26 3,691 -90.95 0.0144
2023-05-11 2023-03-31 13F VANGUARD INDEX FDS EX TRD EQ FD 922908538 20,445 -139 -0.68 40,795 1,002.87 0.0962
2023-02-15 2022-12-31 13F VANGUARD INDEX FDS Equities 922908538 20,584 6,755 48.85 3,700 56.87 0.0237
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS Equities 922908538 13,829 -80 -0.58 2,358 -1.87 0.0283
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS Equities 922908538 13,909 415 3.08 2,403 -20.09 0.0266
2022-04-25 2022-03-31 13F VANGUARD INDEX FDS ETF 922908538 13,494 775 6.09 3,007 -7.16 0.0467
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS ETF 922908538 12,719 -218 -1.69 3,239 5.95 0.0493
2021-10-25 2021-09-30 13F Vanguard Index FDS ETF 922908538 12,937 0 0.00 3,057 -0.03 0.0673
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS ETF 922908538 12,937 116 0.90 3,058 11.16 0.0669
2021-08-11 2021-03-31 13F/A-1 VANGUARD INDEX FDS ETF 922908538 12,821 219 1.74 2,751 2.96 0.0653
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS ETF 922908538 12,821 219 2,751 0.0815
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS ETF 922908538 12,602 129 1.03 2,672 18.91 0.0857
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS COM 922908538 12,473 0 0.00 2,247 9.13 0.0924
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,473 74 0.60 2,059 31.06 0.1137
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,588 189 2,078 114,606.6697
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,399 -551 -4.25 1,571 -23.59 0.0989
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,950 0 0.00 2,056 7.19 0.1048
2019-10-30 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,950 0 0.00 1,918 -0.83 0.1126
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,950 -6,450 -33.25 1,934 -30.18 0.1219
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 0 0.00 2,770 19.29 0.1865
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 0 0.00 2,322 -15.99 0.1555
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 0 0.00 2,764 5.98 0.1914
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 0 0.00 2,608 3.74 0.1927
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 0 0.00 2,514 1.45 0.1923
2018-02-14 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 0 0.00 2,478 4.91 0.1663
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 19,400 2,362 0.1672
2017-08-10 2017-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -19,400 -100.00 0 -100.00
2017-05-02 2017-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,400 19,400 2,191 0.1829
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.