Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership24,136 shares
Latest Disclosed Value $ 10,542,183
Ritholtz Wealth Management reports 4.62% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 24,136 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $10,542,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 23,071 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 4.62% 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,136 1,065 4.62 10,542 -6.33 0.1829
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,071 30 0.13 11,256 1.86 0.2054
2025-10-28 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,041 855 3.85 11,051 13.61 0.2149
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,186 -868 -3.77 9,726 13.78 0.2147
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,054 6,570 39.86 8,549 26.36 0.2554
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,484 -400 -2.37 6,766 4.37 0.1987
2024-10-10 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,884 3,828 29.32 6,482 32.77 0.1954
2024-08-01 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,056 -1,076 -7.61 4,883 0.37 0.1611
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,132 1,707 13.74 4,864 25.95 0.1678
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,425 1,177 10.46 3,863 26.13 0.1498
2023-10-13 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,248 8,752 350.64 3,063 333.71 0.1375
2023-07-17 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,496 602 31.78 706 49.58 0.0318
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,894 0 0.00 472 17.12 0.0235
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,894 -5 -0.26 404 -0.74 0.0225
2022-10-19 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,899 -17 -0.89 406 -4.92 0.0216
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,916 -17 -0.88 427 -23.20 0.0269
2022-04-14 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,933 -85 -4.21 556 -14.20 0.0376
2022-01-18 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,018 -25 -1.22 648 9.27 0.0403
2021-10-14 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,043 -203 -9.04 593 -7.92 0.0411
2021-07-20 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,246 100 4.66 644 16.67 0.0464
2021-05-12 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,146 -736 -25.54 552 -24.38 0.0460
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,882 0 0.00 730 11.28 0.0699
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,882 765 36.14 656 53.27 0.0737
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,117 407 23.80 428 59.70 0.0551
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,710 47 2.83 268 -11.55 0.0430
2020-01-17 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,663 95 6.06 303 16.09 0.0442
2019-10-17 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,568 340 27.69 261 29.85 0.0424
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,228 1,228 201 0.0343
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.