Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionCalton & Associates, Inc.
Latest Disclosed Ownership23,558 shares
Latest Disclosed Value $ 10,289,882
Calton & Associates, Inc. reports 0.88% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 13, 2026 - Calton & Associates, Inc. filed a 13F-HR form disclosing ownership of 23,558 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $10,289,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 23,767 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -0.88% 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,558 -209 -0.88 10,290 -11.26 1.4786
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,767 -74 -0.31 11,595 1.40 1.7028
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,841 3,610 17.84 11,434 28.92 1.7164
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,231 117 0.58 8,869 18.92 1.5336
2025-05-15 2025-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 20,114 1,998 11.03 7,459 0.31 1.7012
2025-05-05 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,618 -12,498 229 0.0521
2025-01-23 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,116 6,423 54.93 7,435 65.63 3.2861
2024-10-21 2024-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 11,693 -5,269 -31.06 4,490 -29.23 1.7158
2024-10-18 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,787 -6,175 1,384 0.5383
2024-07-19 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,962 -399 -2.30 6,344 6.16 3.1759
2024-04-16 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,361 -645 -3.58 5,976 6.75 2.9118
2024-02-07 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,006 16,094 841.74 5,598 976.35 2.2522
2023-11-01 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,912 -16,616 -89.68 521 -90.08 0.7611
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,528 -302 -1.60 5,243 11.63 2.4449
2023-04-19 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,830 -519 -2.68 4,697 13.90 2.1791
2023-01-18 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,349 6,354 48.90 4,123 48.31 1.5958
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 12,995 -278 -2.09 2,780 -6.02 1.5921
2022-07-12 2022-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 13,273 348 2.69 2,958 -20.42 1.6441
2022-04-26 2022-03-31 13F/A-1 VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 12,925 832 6.88 3,717 -4.20 1.1042
2022-04-12 2022-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 12,925 832 3,717 1.1083
2022-01-13 2021-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 12,093 711 6.25 3,880 17.50 1.0352
2021-11-05 2021-09-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 11,382 -370 -3.15 3,302 -2.08 0.7228
2021-08-11 2021-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 11,752 1,111 10.44 3,372 23.29 0.6406
2021-05-03 2021-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 10,641 12 0.11 2,735 1.56 0.5324
2021-01-25 2020-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 10,629 478 4.71 2,693 16.53 0.4806
2020-10-30 2020-09-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 10,151 -1,880 -15.63 2,311 -4.94 0.4746
2020-08-10 2020-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 12,031 2,859 31.17 2,431 69.17 0.5297
2020-04-30 2020-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 9,172 3,132 51.85 1,437 30.64 0.3557
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 6,040 2,008 49.80 1,100 64.18 0.2210
2019-11-07 2019-09-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 4,032 1,206 42.68 670 45.02 0.1488
2019-07-09 2019-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 2,826 -132 -4.46 462 -0.22 0.1305
2019-04-25 2019-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 2,958 287 10.75 463 28.97 0.1410
2019-02-11 2018-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 2,671 -1,829 -40.64 359 -50.48 0.1320
2018-10-24 2018-09-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 4,500 1,892 72.55 725 77.26 0.2134
2018-08-10 2018-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 2,608 767 41.66 409 56.70 0.1190
2018-04-17 2018-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 1,841 -2,417 -56.76 261 -59.41 0.0755
2018-02-05 2017-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 4,258 4,258 643 0.1618
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.