Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionAries Wealth Management
Latest Disclosed Ownership42,177 shares
Latest Disclosed Value $ 18,422,492
Aries Wealth Management reports 4.16% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 42,177 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $18,422,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 40,491 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 4.16% during the quarter.

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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 42,177 1,686 4.16 18,422 -6.74 4.0505
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 40,491 2,474 6.51 19,754 8.34 4.3738
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 38,017 39 0.10 18,233 9.51 4.3142
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 37,978 503 1.34 16,650 19.81 4.3508
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 37,475 389 1.05 13,896 -8.71 3.7733
2025-01-30 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 37,086 1,193 3.32 15,222 10.46 4.1909
2024-10-31 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 35,893 3,693 11.47 13,780 14.42 3.7879
2024-07-25 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,200 1,029 3.30 12,043 12.25 3.7948
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 31,171 1,981 6.79 10,729 18.24 3.4578
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 29,190 4,770 19.53 9,075 32.06 3.2361
2023-10-19 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,420 1,367 5.93 6,871 5.33 2.6896
2023-07-14 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,053 -175 -0.75 6,523 12.60 2.5292
2023-04-11 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,228 171 0.74 5,794 17.91 2.3760
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,057 -187 -0.80 4,914 -5.10 2.1180
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,244 350 1.53 5,177 1.45 2.2912
2022-07-27 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,894 22,894 5,103 2.3169
2022-04-23 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -19,975 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 19,975 739 3.84 6,410 14.83 2.4426
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 139,825 120,589 44,870 2.4556
2021-10-13 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,236 40 0.21 5,582 1.38 2.3612
2021-07-14 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,196 601 3.23 5,506 8.81 2.3551
2021-04-20 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,595 -264 -1.40 5,060 4.39 2.2730
2021-01-22 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,859 -25 -0.13 4,847 12.77 2.4215
2020-10-14 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,884 -2,398 -11.27 4,298 -0.07 2.4394
2020-07-09 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,282 -360 -1.66 4,301 30.45 2.6253
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,642 760 3.64 3,297 -14.52 2.5136
2020-01-13 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,882 -40 -0.19 3,857 10.14 2.3544
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,922 1,075 5.42 3,502 5.80 2.3292
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,847 615 3.20 3,310 10.04 2.3139
2019-04-09 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,232 -143 -0.74 3,008 15.56 2.2490
2019-01-15 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,375 2,588 15.42 2,603 -3.70 2.7603
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,787 1,570 10.32 2,703 15.66 2.4272
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,217 330 2.22 2,337 10.24 2.1604
2018-04-17 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,887 352 2.42 2,120 -2.21 2.0539
2018-02-05 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,535 14,535 2,168 1.9964
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.