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

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership14,739 shares
Latest Disclosed Value $ 3,793,019
Mutual Advisors, LLC reports 3.96% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 14,739 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $3,793,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,178 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 3.96% during the quarter. The current value of the position is $4,326,339 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,739 561 3.96 3,793 -4.14 0.0812
2026-02-02 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,178 1,828 14.80 3,958 9.28 0.0848
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,350 236 1.95 3,621 2.06 0.0797
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,114 33 0.27 3,549 19.34 0.0886
2025-04-28 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,081 -179 -1.46 2,973 -8.35 0.0851
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,260 -301 -2.40 3,245 4.17 0.0939
2024-10-25 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,561 -15 -0.12 3,114 7.31 0.0910
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,576 530 4.40 2,903 2.18 0.0876
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,046 220 1.86 2,840 9.40 0.0911
2024-01-12 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,826 144 1.23 2,597 14.11 0.0903
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,682 194 1.69 2,275 -3.72 0.0887
2023-07-31 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,488 2 0.02 2,364 5.59 0.0897
2023-04-11 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,486 -2,194 -16.04 2,238 -8.99 0.0918
2023-01-12 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,680 -213 -1.53 2,459 3.80 0.1100
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,893 314 2.31 2,369 -0.55 0.1219
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,579 -1,259 -8.48 2,382 -27.95 0.1577
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,838 -405 -2.66 3,306 -14.82 0.1850
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15,243 1,003 7.04 3,881 15.33 0.2054
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,240 404 2.92 3,365 2.91 0.1991
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,836 198 1.45 3,270 11.72 0.1939
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,638 -897 -6.17 2,927 -5.03 0.2002
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,535 77 0.53 3,082 18.36 0.2289
2020-11-13 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14,458 1,666 13.02 2,604 23.30 0.2258
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,792 -427 -3.23 2,112 26.09 0.2075
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,219 -2,038 -13.36 1,675 -30.87 0.2272
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15,257 13,697 878.01 2,423 948.92 0.2577
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,560 182 13.21 231 12.14 0.0305
2019-08-15 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,378 1,378 206 0.0268
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -6,214 -100.00 0 -100.00
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,214 -5,734 -47.99 885 -44.89 0.1343
2018-08-15 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,948 -189 -1.56 1,606 2.10 0.3662
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,137 8,420 226.53 1,573 231.16 0.3986
2018-02-12 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,717 3,717 475 0.1794
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.