バンガード インデックス ファンド - バンガード ミッドキャップ バリュー ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionOrgel Wealth Management, LLC
Latest Disclosed Ownership899,090 shares
Latest Disclosed Value $ 165,684,245
Orgel Wealth Management, LLC reports 6.12% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 7, 2026 - Orgel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 899,090 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $165,684,305 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 847,200 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 6.12% during the quarter. The current value of the position is $175,673,195 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)
2026-04-07 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 899,090 51,890 6.12 165,684 10.26 3.5698
2026-01-07 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 847,200 27,405 3.34 150,268 4.99 3.3151
2025-10-06 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 819,795 24,283 3.05 143,120 9.39 3.2648
2025-07-10 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 795,512 54,333 7.33 130,830 9.95 3.1525
2025-04-15 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 741,179 45,271 6.51 118,989 5.69 3.0907
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 695,908 35,802 5.42 112,577 1.71 2.9386
2024-10-17 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 660,106 24,595 3.87 110,680 15.78 2.7704
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 635,511 53,170 9.13 95,600 5.29 2.5808
2024-04-15 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 582,341 185,410 46.71 90,793 57.74 2.4898
2024-01-11 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 396,931 50,103 14.45 57,559 26.72 1.7022
2023-10-26 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 346,828 9,331 2.76 45,421 -2.75 1.5355
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 337,497 28,186 9.11 46,703 12.62 1.5429
2023-04-06 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 309,311 -20,143 -6.11 41,469 -6.93 1.4828
2023-01-17 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 329,454 19,178 6.18 44,555 17.93 1.7134
2022-10-25 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 310,276 87,311 39.16 37,782 30.83 1.8643
2022-07-13 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 222,965 83,664 60.06 28,878 38.51 1.6338
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 139,301 50,992 57.74 20,849 57.05 1.4312
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 88,309 49,926 130.07 13,275 147.71 1.2817
2021-10-26 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 38,383 17,084 80.21 5,359 79.05 0.6090
2021-07-23 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 21,299 21,299 2,993 0.3755
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.