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US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionWolff Financial Management Llc
Latest Disclosed Ownership9,128 shares
Latest Disclosed Value $ 1,682,109
Wolff Financial Management Llc reports 0.21% decrease in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On April 15, 2026 - Wolff Financial Management Llc filed a 13F-HR form disclosing ownership of 9,128 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $1,682,108 USD as of March 31, 2026. The current value of the position is $1,783,520 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)
2026-04-15 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,128 -19 -0.21 1,682 3.70 0.3717
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,147 62 0.68 1,622 2.27 0.3649
2025-10-20 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,085 -492 -5.14 1,586 158,500.00 0.3682
2025-07-09 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,577 -31 -0.32 2 0.00 0.4068
2025-04-24 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,608 44 0.46 2 0.00 0.4271
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,564 -180 -1.85 2 0.00 0.4293
2024-10-24 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,744 9,744 2 0.4439
2024-07-18 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -10,389 -100.00 0 -100.00
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,389 459 4.62 2 0.00 0.4722
2024-01-25 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,930 -1,032 -9.41 1 0.00 0.4447
2023-10-30 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,962 10,962 1 0.4902
2023-07-18 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -12,258 -100.00 0 -100.00
2023-05-01 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12,258 -3,578 -22.59 2 -50.00 0.5724
2023-02-06 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15,836 -26,928 -62.97 2 -99.96 0.7923
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 42,764 41 0.10 5,207 -5.89 2.3769
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 42,723 -434 -1.01 5,533 -14.34 2.4616
2022-05-03 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 43,157 -62 -0.14 6,459 -0.58 2.5646
2022-02-08 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 43,219 43,219 6,497 2.4588
2021-11-11 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -43,964 -100.00 0 -100.00
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 43,964 -722 -1.62 5,929 11.53 2.7178
2021-01-21 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 44,686 -1,412 -3.06 5,316 13.76 2.7870
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 46,098 947 2.10 4,673 8.15 2.7730
2020-07-21 2020-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 45,151 957 2.17 4,321 20.26 2.7480
2020-04-15 2020-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 44,194 5,479 14.15 3,593 -22.15 2.7124
2020-01-23 2019-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 38,715 4,793 14.13 4,615 20.40 3.0609
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 33,922 6,519 23.79 3,833 25.63 2.7975
2019-07-24 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 27,403 5,401 24.55 3,051 28.52 2.3475
2019-04-24 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 22,002 5,777 35.61 2,374 53.56 1.9701
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 16,225 16,225 1,546 1.5041
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.