Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionCertified Advisory Corp
Latest Disclosed Ownership1,117 shares
Latest Disclosed Value $ 205,779
Certified Advisory Corp ownership in VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 1,117 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $205,841 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2025 disclosing 0 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. The current value of the position is $220,228 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)
2026-04-17 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,117 1,117 206 0.0185
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -100.00 0
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,232 -803 -39.46 207 -32.68 0.0229
2024-08-13 2024-06-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,035 0 0.00 306 -3.47 0.0384
2024-05-10 2024-03-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,035 -413 -16.87 317 -10.45 0.0443
2024-02-09 2023-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 2,448 -978 -28.55 355 -20.98 0.0538
2023-11-13 2023-09-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 3,426 -1,138 -24.93 449 -29.00 0.0825
2023-08-14 2023-06-30 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 4,564 -455 -9.07 632 -6.10 0.1161
2023-05-17 2023-03-31 13F/A-1 VANGUARD MID-CAP VALUE ETF ETF 922908512 5,019 -632 -11.18 673 -12.04 0.1196
2023-05-15 2023-03-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 5,019 -632 673 0.1196
2023-02-15 2022-12-31 13F VANGUARD MID-CAP VALUE ETF ETF 922908512 5,651 -1,228 -17.85 764 -8.83 0.1510
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,879 1,342 24.24 838 16.88 0.1912
2022-08-15 2022-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 5,537 865 18.51 717 2.58 0.1598
2022-05-13 2022-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,672 17 0.37 699 -0.14 0.1485
2022-02-14 2021-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,655 21 0.45 700 8.19 0.1544
2021-11-15 2021-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,634 157 3.51 647 2.86 0.1572
2021-08-16 2021-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,477 -85 -1.86 629 2.28 0.1581
2021-05-10 2021-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,562 16 0.35 615 41.38 0.1594
2020-07-27 2020-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,546 -2,205 -32.66 435 -20.77 0.1439
2020-04-27 2020-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 6,751 1,814 36.74 549 -6.63 0.2170
2020-01-29 2019-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,937 425 9.42 588 15.29 0.1879
2019-11-12 2019-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,512 5 0.11 510 1.59 0.1772
2019-08-07 2019-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,507 10 0.22 502 3.51 0.1867
2019-05-07 2019-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,497 369 8.94 485 23.41 0.2037
2019-02-04 2018-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 4,128 -1,689 -29.04 393 -40.27 0.2039
2018-11-13 2018-09-30 13F VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 5,817 387 7.13 658 9.67 0.3044
2018-08-13 2018-06-30 13F VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 5,430 823 17.86 600 19.28 0.3337
2018-04-30 2018-03-31 13F VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 4,607 1,692 58.04 503 54.77 0.2982
2018-02-22 2017-12-31 13F VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 2,915 2,915 325 0.2336
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.