Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionAtria Investments Llc
Latest Disclosed Ownership188,629 shares
Latest Disclosed Value $ 82,391,101
Atria Investments Llc reports 21.48% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 188,629 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $82,391,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 155,270 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 21.48% 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)
2026-05-05 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 188,629 33,359 21.48 82,391 8.77 0.9219
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 155,270 -8,352 -5.10 75,750 -3.47 0.8609
2025-11-06 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 163,622 -5,408 -3.20 78,475 5.90 0.8968
2025-08-04 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 169,030 -7,012 -3.98 74,103 13.52 0.8751
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 176,042 -5,294 -2.92 65,280 -12.29 0.8368
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 181,336 -188 -0.10 74,428 6.79 0.9262
2024-11-01 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 181,524 -14,727 -7.50 69,692 -5.05 0.8656
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 196,251 -141 -0.07 73,400 8.58 0.9504
2024-05-21 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 196,392 3,476 1.80 67,598 12.71 0.9304
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 192,916 12,162 6.73 59,974 21.84 0.9281
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 180,754 40,030 28.45 49,221 23.61 0.8767
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 140,724 -44,452 -24.01 39,819 -13.79 0.7189
2023-05-10 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 185,176 15,150 8.91 46,190 27.48 0.8743
2023-01-31 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 170,026 -6,289 -3.57 36,234 -3.95 0.7428
2022-11-01 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 176,315 -12,308 -6.53 37,723 -10.27 0.8328
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 188,623 -18,827 -9.08 42,042 -29.53 0.8816
2022-05-02 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 207,450 -5,654 -2.65 59,662 -12.76 1.0446
2022-02-04 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 213,104 -7,365 -3.34 68,385 6.90 1.2186
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 220,469 30,319 15.94 63,973 17.30 1.1556
2021-08-10 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 190,150 27,196 16.69 54,537 30.20 1.0525
2021-05-11 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 162,954 9,855 6.44 41,886 7.99 0.9271
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 153,099 3,502 2.34 38,786 13.91 0.9361
2020-11-05 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 149,597 -3,026 -1.98 34,050 10.39 1.0344
2020-09-22 2020-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 152,623 152,623 30,844 1.0568
2020-05-15 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -144,510 -100.00 0 -100.00
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 144,510 52,606 57.24 26,325 72.26 0.7132
2019-11-14 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 91,904 7,581 8.99 15,282 11.30 0.5446
2019-08-26 2019-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 84,323 29,870 54.85 13,731 61.20 0.5121
2019-08-09 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,388 -43,065 1,018
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 54,453 20,051 58.28 8,518 84.33 0.3604
2019-02-12 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 34,402 -79,019 -69.67 4,621 -74.70 0.2048
2018-10-09 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 113,421 2,223 2.00 18,265 9.64 0.7219
2018-07-13 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 111,198 1,087 0.99 16,659 6.63 0.7321
2018-04-30 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 110,111 7,060 6.85 15,623 7.79 0.7538
2018-01-12 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 103,051 5,952 6.13 14,494 12.44 0.7201
2017-10-12 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 97,099 721 0.75 12,890 5.28 0.7020
2017-07-10 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 96,378 -8,203 -7.84 12,244 -3.76 0.7489
2017-04-14 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 104,581 17,378 19.93 12,723 30.88 0.8286
2017-01-13 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 87,203 -6,152 -6.59 9,721 -7.27 0.7416
2016-10-12 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 93,355 18,626 24.92 10,483 28.91 0.9632
2016-07-12 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 74,729 -13,230 -15.04 8,132 -13.15 0.8758
2016-04-19 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 87,959 -7,822 -8.17 9,363 -2.09 1.0642
2016-01-14 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 95,781 5,677 6.30 9,563 5.82 1.0510
2015-11-16 2015-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 90,104 -125,562 -58.22 9,037 -60.86 1.2491
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,037 90,104
2015-08-03 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 215,666 -6,836 -3.07 23,087 -0.81 2.7102
2015-04-13 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 222,502 -43,575 -16.38 23,276 -16.20 2.6344
2015-01-12 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 266,077 -20,877 -7.28 27,776 -2.88 2.9510
2014-11-12 2014-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 286,954 2,106 0.74 28,601 1.52 2.9246
2014-07-21 2014-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 284,848 7,217 2.60 28,172 8.55 2.8109
2014-05-12 2014-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 277,631 9,217 3.43 25,953 3.91 2.6450
2014-01-09 2013-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 268,414 11,625 4.53 24,976 14.95 2.4874
2013-10-28 2013-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 256,789 19,093 8.03 21,727 16.96 2.2601
2013-07-24 2013-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 237,696 237,696 18,576 2.2618
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.