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

SecurityVO / Vanguard Index Funds - Vanguard Mid-Cap ETF
InstitutionPatten Group, Inc.
Latest Disclosed Ownership8,913 shares
Latest Disclosed Value $ 2,559,744
Patten Group, Inc. reports 0.44% decrease in ownership of VO / Vanguard Index Funds - Vanguard Mid-Cap ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 8,913 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) valued at $2,559,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 8,952 shares of Vanguard Index Funds - Vanguard Mid-Cap ETF. This represents a change in shares of -0.44% during the quarter. The current value of the position is $714,644 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)
2026-04-24 2026-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,913 -39 -0.44 2,560 -1.46 0.4450
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,952 385 4.49 2,598 3.22 0.4805
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,567 83 0.98 2,516 6.03 0.4899
2025-07-30 2025-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,484 657 8.39 2,374 17.24 0.5015
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,827 -343 -4.20 2,024 -6.21 0.4638
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,170 -25 -0.31 2,158 -0.19 0.4776
2024-10-08 2024-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,195 -171 -2.04 2,162 6.77 0.4802
2024-07-25 2024-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,366 31 0.37 2,025 -2.74 0.4778
2024-04-17 2024-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,335 -7 -0.08 2,083 7.32 0.5125
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,342 224 2.76 1,941 14.79 0.5267
2023-10-12 2023-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,118 -28 -0.34 1,690 -5.74 0.5051
2023-07-26 2023-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,146 -24 -0.29 1,793 4.06 0.2658
2023-04-06 2023-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,170 -14 -0.17 1,723 3.36 0.5172
2023-02-10 2022-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,184 -184 -2.20 1,668 3.67 0.5239
2022-10-13 2022-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,368 -315 -3.63 1,608 -8.84 0.5524
2022-07-18 2022-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,683 -69 -0.79 1,764 -15.27 0.5652
2022-04-28 2022-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,752 -30 -0.34 2,082 -6.93 0.5841
2022-01-20 2021-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,782 0 0.00 2,237 7.60 0.5922
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,782 -275 -3.04 2,079 -3.30 0.6112
2021-08-03 2021-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 9,057 637 7.57 2,150 15.34 0.6318
2021-04-23 2021-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,420 -5 -0.06 1,864 7.00 0.5970
2021-02-02 2020-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 8,425 1,795 27.07 1,742 49.02 0.4702
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,630 0 0.00 1,169 7.54 0.4561
2020-07-20 2020-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,630 -198 -2.90 1,087 20.91 0.4677
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,828 -730 -9.66 899 -33.26 0.4649
2020-01-14 2019-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,558 83 1.11 1,347 7.50 0.5021
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,475 220 3.03 1,253 3.30 0.5092
2019-07-11 2019-06-30 13F VANGUARD INDEX FDS MID CAP ETF 922908629 7,255 172 2.43 1,213 6.50 0.4961
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS ETF 922908629 7,083 -694 -8.92 1,139 5.95 0.4903
2019-02-12 2018-12-31 13F Vanguard Mid-Cap ETF EF 922908629 7,777 -95 -1.21 1,075 -16.80 0.5098
2018-11-14 2018-09-30 13F Vanguard Mid-Cap ETF EF 922908629 7,872 0 0.00 1,292 4.11 0.4927
2018-08-13 2018-06-30 13F Vanguard Mid-Cap ETF EF 922908629 7,872 1 0.01 1,241 2.22 0.4972
2018-05-11 2018-03-31 13F Vanguard Mid-Cap ETF EF 922908629 7,871 70 0.90 1,214 0.58 0.4981
2018-02-02 2017-12-31 13F Vanguard Mid-Cap ETF EF 922908629 7,801 0 0.00 1,207 5.23 0.4781
2017-12-12 2017-09-30 13F/A-1 Vanguard Mid-Cap ETF EF 922908629 7,801 0 0.00 1,147 1.68 0.4640
2017-11-14 2017-09-30 13F Vanguard Mid-Cap ETF EF 922908629 301,173 293,372 1,147 464,009.9032
2017-08-14 2017-06-30 13F Vanguard Mid-Cap ETF EF 922908629 7,801 -85 -1.08 1,128 3.20 0.4572
2017-05-30 2017-03-31 13F Vanguard Mid-Cap ETF EF 922908629 7,886 325 4.30 1,093 6.32 0.4744
2017-02-10 2016-12-31 13F Vanguard Mid Cap ETF EF 922908629 7,561 570 8.15 1,028 16.69 0.4613
2016-11-14 2016-09-30 13F Vanguard Index Funds Vanguard Mid-Cap Etf EF 922908629 6,991 130 1.89 881 3.89 0.4137
2016-08-15 2016-06-30 13F Vanguard Index Funds Vanguard Mid-Cap Etf EF 922908629 6,861 150 2.24 848 4.31 0.3970
2016-05-13 2016-03-31 13F Vanguard Mid-Cap ETF EF 922908629 6,711 0 0.00 814 0.87 0.3860
2016-02-17 2015-12-31 13F Vanguard Mid-Cap ETF EF 922908629 6,711 205 3.15 806 6.19 0.3875
2015-11-16 2015-09-30 13F Vanguard Mid-Cap ETF EF 922908629 6,506 645 11.00 759 1.74 0.3908
2015-08-24 2015-06-30 13F Vanguard Mid-Cap ETF EF 922908629 5,861 -295 -4.79 747 -8.58 0.3547
2015-05-06 2015-03-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,156 40 0.65 816 7.94 0.4179
2015-02-18 2014-12-31 13F VANGUARD INDEX FDS MID CAP ETF 922908629 6,116 6,116 756 0.3671
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.