Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionCapital Planning LLC
Latest Disclosed Ownership20,143 shares
Latest Disclosed Value $ 8,798,261
Capital Planning LLC reports 18.09% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 29, 2026 - Capital Planning LLC filed a 13F-HR form disclosing ownership of 20,143 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $8,798,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 17,058 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 18.09% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 20,143 3,085 18.09 8,798 6.09 2.8617
2026-01-23 2025-12-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 17,058 403 2.42 8,294 3.71 2.3238
2025-10-22 2025-09-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 16,655 -35 -0.21 7,996 9.16 2.3294
2025-07-21 2025-06-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 16,690 128 0.77 7,325 19.28 2.3015
2025-04-29 2025-03-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 16,562 75 0.45 6,142 -9.24 1.7174
2025-01-15 2024-12-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 16,487 1,223 8.01 6,767 15.46 1.7747
2024-10-16 2024-09-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 15,264 533 3.62 5,860 6.26 1.6427
2024-07-12 2024-06-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 14,731 4,669 46.40 5,516 59.25 1.6525
2024-04-12 2024-03-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 10,062 1,129 12.64 3,463 24.70 1.1298
2024-01-23 2023-12-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 8,933 2,543 39.80 2,777 59.60 0.9877
2023-10-23 2023-09-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 6,390 457 7.70 1,740 3.69 0.6859
2023-07-14 2023-06-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 5,933 1,054 21.60 1,679 37.88 0.6547
2023-04-28 2023-03-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 4,879 343 7.56 1,217 25.98 0.5032
2023-01-27 2022-12-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 4,536 1,026 29.23 967 28.63 0.4296
2022-11-07 2022-09-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 3,510 516 17.23 751 12.59 0.4255
2022-07-22 2022-06-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 2,994 235 8.52 667 -15.89 0.3599
2022-04-22 2022-03-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 2,759 -12 -0.43 793 -10.80 0.3089
2022-01-31 2021-12-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 2,771 103 3.86 889 14.86 0.3291
2021-10-19 2021-09-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 2,668 -71 -2.59 774 -1.53 0.3160
2021-07-21 2021-06-30 13F Vanguard Growth ETF Exchange Traded Fund 922908736 2,739 1,011 58.51 786 77.03 0.3341
2021-04-22 2021-03-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 1,728 464 36.71 444 38.75 0.1958
2021-02-16 2020-12-31 13F Vanguard Growth ETF Exchange Traded Fund 922908736 1,264 1,264 320 0.1498
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.