Vanguard Index Funds - Vanguard Mid-Cap ETF
US ˙ ARCA ˙ US9229086296

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership13,637 shares
Latest Disclosed Value $ 3,922,235
Kovack Advisors, Inc. reports 4.58% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 13,637 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $3,916,274 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 14,291 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -4.58% during the quarter. The current value of the position is $1,093,415 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)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 13,637 -654 -4.58 3,922 -5.43 0.2092
2026-02-17 2025-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 14,291 12,434 669.57 4,147 660.92 0.1927
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 14,292 12,435 546
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,857 225 13.79 545 19.52 0.0513
2025-08-04 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,632 -123 -7.01 457 0.66 0.0448
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 1,755 1,755 454 0.0481
2020-11-02 2020-09-30 13F VANGUARD MID CAP ETF ETF 922908629 0 -2,213 -100.00 0 -100.00
2020-07-31 2020-06-30 13F VANGUARD MID CAP ETF ETF 922908629 2,213 -7,483 -77.18 363 -71.55 0.0707
2020-04-30 2020-03-31 13F VANGUARD MID CAP ETF MID CAP ETF 922908629 9,696 -4,548 -31.93 1,276 -49.72 0.2947
2020-01-29 2019-12-31 13F VANGUARD MID CAP ETF MID CAP ETF 922908629 14,244 -220 -1.52 2,538 4.70 0.4537
2019-10-31 2019-09-30 13F VANGUARD MID CAP ETF MID CAP ETF 922908629 14,464 6,372 78.74 2,424 79.16 0.4973
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 8,092 2,712 50.41 1,353 56.42 0.3093
2019-05-03 2019-03-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,380 38 0.71 865 17.21 0.2157
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS MID CAP ETF INDEX FDS MID CAP ETF 922908629 5,342 54 1.02 738 -14.98 0.2158
2018-10-09 2018-09-30 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,288 15 0.28 868 4.45 0.2238
2018-08-01 2018-06-30 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,273 -250 -4.53 831 -2.46 0.2321
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,523 500 9.95 852 9.51 0.2138
2018-05-15 2017-12-31 13F/A-1 VANGUARD INDEX FDS MID CAP ETF 922908629 5,023 58 1.17 778 6.58 0.1966
2018-08-02 2017-09-30 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 4,965 -324 -6.13 730 -3.18 0.2421
2018-08-30 2017-06-30 13F VANGUARD INDEX FDS MID CAP ETF INDEX FDS MID CAP ETF 922908629 5,289 200 3.93 754 6.35 0.2379
2018-09-05 2017-03-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,089 -296 -5.50 709 0.00 0.2761
2018-09-10 2016-12-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,385 1 0.02 709 1.72 0.3374
2018-09-25 2016-09-30 13F VANGUARD INDEX FDS MID CAP ETF INDEX FDS MID CAP ETF 922908629 5,384 130 2.47 697 7.23 0.3393
2018-10-01 2016-06-30 13F VANGUARD INDEX FDS MID CAP ETF INDEX FDS MID CAP ETF 922908629 5,254 -732 -12.23 650 -10.47 0.3449
2018-10-12 2016-03-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,986 -233 -3.75 726 -2.81 0.4538
2018-10-18 2015-12-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 6,219 -544 -8.04 747 -5.32 0.4926
2018-10-29 2015-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,763 961 16.56 789 6.77 0.5505
2018-11-06 2015-06-30 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 5,802 2,587 80.47 739 73.07 0.5226
2018-11-13 2015-03-31 13F VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 3,215 3,215 427 0.3607
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.