Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership51,989 shares
Latest Disclosed Value $ 22,708,141
BKD Wealth Advisors, LLC reports 6.74% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 51,989 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $22,708,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 55,745 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -6.74% 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,989 -3,756 -6.74 22,708 -16.50 0.4310
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,745 -4,691 -7.76 27,196 -6.18 0.5135
2025-10-30 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 60,436 -1,124 -1.83 28,985 7.40 0.5757
2025-07-29 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 61,560 5,608 10.02 26,988 30.07 0.5822
2025-05-13 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,952 -4,730 -7.79 20,748 -16.69 0.4976
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 60,682 -228 -0.37 24,906 6.50 0.5740
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 60,910 -337 -0.55 23,385 2.09 0.5374
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 61,247 -2,412 -3.79 22,907 4.55 0.5717
2024-04-19 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 63,659 -613 -0.95 21,912 9.66 0.5568
2024-01-11 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 64,272 -2,111 -3.18 19,981 10.53 0.5563
2023-10-26 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 66,383 -3,485 -4.99 18,077 -8.56 0.5454
2023-08-08 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 69,868 -3,402 -4.64 19,770 8.17 0.5792
2023-04-27 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 73,270 -1,335 -1.79 18,277 14.95 0.5983
2023-02-03 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 74,605 -6,224 -7.70 15,899 -8.06 0.5558
2022-10-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 80,829 -2,081 -2.51 17,293 -6.42 0.6980
2022-07-22 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 82,910 -3,477 -4.02 18,480 -25.62 0.7476
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,387 -353 -0.41 24,845 -10.74 1.0524
2022-01-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,740 -6 -0.01 27,835 10.58 1.1711
2021-10-14 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,746 260 0.30 25,171 1.48 1.1566
2021-07-14 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,486 -1,820 -2.06 24,805 9.28 1.1542
2021-04-23 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 88,306 -10,179 -10.34 22,698 -9.03 1.1274
2021-01-22 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 98,485 -11,414 -10.39 24,950 -0.26 1.2498
2020-11-05 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 109,899 220 0.20 25,014 12.85 1.4567
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 109,679 54,822 99.94 22,165 157.85 1.4356
2020-04-10 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 54,857 50,889 1,282.48 8,596 1,088.93 0.7048
2020-01-13 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,968 1 0.03 723 9.55 0.0521
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,967 -224 -5.34 660 -3.65 0.0528
2019-07-10 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,191 54 1.31 685 5.87 0.0555
2019-04-10 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,137 -511 -10.99 647 3.69 0.0537
2019-01-28 2018-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 4,648 905 24.18 624 3.48 0.0638
2019-01-15 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,648 905 624 0.0577
2018-10-09 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,743 -210 -5.31 603 1.86 0.0528
2018-07-13 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,953 1 0.03 592 5.53 0.0575
2018-05-25 2018-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 3,952 -336 -7.84 561 -6.97 0.0562
2018-04-20 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,765 -523 550
2018-01-18 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,288 -1,674 -28.08 603 -23.77 0.0603
2017-10-13 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,962 -161 -2.63 791 1.67 0.0870
2017-07-10 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,123 120 2.00 778 6.58 0.0882
2017-04-13 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,003 -1,088 -15.34 730 -7.59 0.0891
2017-01-06 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,091 -244 -3.33 790 -4.13 0.1033
2016-10-18 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,335 3 0.04 824 4.83 0.1147
2016-07-12 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,332 -321 -4.19 786 -3.56 0.1168
2016-04-12 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,653 -1,093 -12.50 815 -12.37 0.1301
2016-01-26 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,746 -1,046 -10.68 930 -5.30 0.1399
2015-11-10 2015-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 9,792 500 5.38 982 -1.31 0.1729
2015-10-13 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,645 353 967 0.1634
2015-07-08 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,292 -7,624 -45.07 995 -43.79 0.1491
2015-04-16 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,916 16,916 1,770 0.2563
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.