Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionPatten Group, Inc.
Latest Disclosed Ownership920 shares
Latest Disclosed Value $ 236,762
Patten Group, Inc. reports 29.23% decrease in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 920 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $236,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,300 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of -29.23% during the quarter. The current value of the position is $270,048 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 MCAP GR IDXVIP 922908538 920 -380 -29.23 237 -34.81 0.0412
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,300 -210 -13.91 363 -18.28 0.0671
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,510 399 35.91 444 40.63 0.0864
2025-07-30 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,111 1,111 316 0.0667
2019-05-14 2019-03-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 0 -834 -100.00 0 -100.00
2019-02-12 2018-12-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 834 -514 -38.13 100 -47.92 0.0474
2018-11-14 2018-09-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 1,348 63 4.90 192 10.98 0.0732
2018-08-13 2018-06-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 1,285 71 5.85 173 10.19 0.0693
2018-05-11 2018-03-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 1,214 0 0.00 157 1.29 0.0644
2018-02-02 2017-12-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 1,214 7 0.58 155 5.44 0.0614
2017-12-12 2017-09-30 13F/A-1 Vanguard Mid-Cap Growth ETF EF 922908538 1,207 -110 -8.35 147 -5.77 0.0595
2017-11-14 2017-09-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 64,054 62,737 147 59,467.7034
2017-08-14 2017-06-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 1,317 411 45.36 156 52.94 0.0632
2017-05-30 2017-03-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 906 0 0.00 102 2.00 0.0443
2017-02-10 2016-12-31 13F Vanguard Mid Cap Growth ETF EF 922908538 906 476 110.70 100 127.27 0.0449
2016-11-14 2016-09-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 430 173 67.32 44 69.23 0.0209
2016-08-15 2016-06-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 257 -38 -12.88 26 -10.34 0.0123
2016-05-13 2016-03-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 295 0 0.00 30 0.00 0.0140
2016-02-17 2015-12-31 13F Vanguard Mid-Cap Growth ETF EF 922908538 295 0 0.00 29 3.57 0.0141
2015-11-16 2015-09-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 295 240 436.36 29 460.00 0.0148
2015-08-24 2015-06-30 13F Vanguard Mid-Cap Growth ETF EF 922908538 55 55 6 0.0028
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.