Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership48,779 shares
Latest Disclosed Value $ 21,305,979
Arkadios Wealth Advisors reports 3.64% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 48,779 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $21,305,979 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 47,065 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 3.64% 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)
2026-05-18 2026-03-31 13F VANGUARD GROWTH ETF ETF 922908736 48,779 1,714 3.64 21,306 -7.21 0.2244
2026-02-13 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 47,065 18,463 64.55 22,961 67.39 0.4451
2025-10-29 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 28,602 10,321 56.46 13,718 71.16 0.3291
2025-08-04 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 18,281 -278 -1.50 8,014 16.45 0.2363
2025-05-08 2025-03-31 13F VANGUARD GROWTH ETF ETF 922908736 18,559 7,688 70.72 6,882 54.27 0.2600
2025-01-15 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 10,871 735 7.25 4,462 14.65 0.2433
2024-10-24 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 10,136 133 1.33 3,891 4.01 0.2204
2024-07-29 2024-06-30 13F VANGUARD GROWTH ETF ETF 922908736 10,003 -8,696 -46.51 3,741 -41.87 0.2523
2024-04-30 2024-03-31 13F VANGUARD GROWTH ETF ETF 922908736 18,699 -747 -3.84 6,436 6.47 0.4989
2024-01-24 2023-12-31 13F VANGUARD GROWTH ETF ETF 922908736 19,446 -1,208 -5.85 6,045 7.49 0.5112
2023-10-13 2023-09-30 13F VANGUARD GROWTH ETF ETF 922908736 20,654 2,294 12.49 5,624 8.26 0.5337
2023-07-26 2023-06-30 13F VANGUARD GROWTH ETF ETF 922908736 18,360 38 0.21 5,195 13.68 0.6041
2023-05-02 2023-03-31 13F VANGUARD GROWTH ETF ETF 922908736 18,322 309 1.72 4,570 19.07 0.5442
2023-01-11 2022-12-31 13F VANGUARD GROWTH ETF ETF 922908736 18,013 452 2.57 3,839 127,833.33 0.5089
2022-10-21 2022-09-30 13F VANGUARD GROWTH ETF ETF 922908736 17,561 4,769 37.28 4 50.00 0.5694
2022-07-14 2022-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 12,792 -302 -2.31 3 -33.33 0.4241
2022-05-02 2022-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 13,094 275 2.15 4 -25.00 0.4933
2022-02-03 2021-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 12,819 -323 -2.46 4 33.33 0.5449
2021-10-19 2021-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 13,142 -184 -1.38 4 0.00 0.5497
2021-07-28 2021-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 13,326 1,508 12.76 4 0.00 0.4656
2021-04-26 2021-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 11,818 406 3.56 3 50.00 0.5003
2021-02-09 2020-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 11,412 11,059 3,132.86 3 -97.59 0.6065
2020-11-10 2020-09-30 13F VANGUARD GROWTH INDEX FUND Exchange Traded Fund 922908736 353 -40 -10.18 84 1.22 0.0419
2020-08-10 2020-06-30 13F VANGUARD GROWTH INDEX FUND Exchange Traded Fund 922908736 393 -168 -29.95 83 -5.75 0.0460
2020-05-14 2020-03-31 13F VANGUARD GROWTH INDEX FUND Exchange Traded Fund 922908736 561 1 0.18 88 -21.62 0.0561
2020-02-14 2019-12-31 13F VANGUARD GROWTH INDEX FUND Exchange Traded Fund 922908736 560 560 112 0.0668
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.