Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership18,299 shares
Latest Disclosed Value $ 7,992,648
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 57.57% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 18,299 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $7,992,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 11,613 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 57.57% 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,299 6,686 57.57 7,993 41.08 0.0953
2026-01-16 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,613 1,547 15.37 5,665 17.36 0.1009
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,066 95 0.95 4,828 10.43 0.0966
2025-07-21 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,971 -4,350 -30.37 4,371 -17.68 0.0987
2025-05-08 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,321 7,697 116.20 5,310 95.36 0.1366
2025-01-22 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,624 11 0.17 2,719 7.05 0.0738
2024-11-01 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,613 250 3.93 2,539 6.73 0.0712
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,363 44 0.70 2,380 9.43 0.0705
2024-05-07 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,319 -25 -0.39 2,175 10.24 0.0656
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,344 108 1.73 1,972 16.14 0.0655
2023-11-03 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,236 204 3.38 1,698 -0.47 0.0665
2023-08-11 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,032 -504 -7.71 1,707 4.66 0.0687
2023-05-09 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,536 -85 -1.28 1,630 15.52 0.0707
2023-02-08 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,621 -1,279 -16.19 1,411 -16.51 0.0665
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,900 -2,125 -21.20 1,690 -24.35 0.0886
2022-08-02 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,025 1,867 22.89 2,234 -4.77 0.1172
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,158 -381 -4.46 2,346 -14.38 0.1170
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,539 549 6.87 2,740 18.21 0.1368
2021-11-02 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,990 -4,985 -38.42 2,318 -37.70 0.1320
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,975 4,588 54.70 3,721 72.59 0.2254
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,387 1,897 29.23 2,156 31.14 0.1727
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,490 -804 -11.02 1,644 -0.96 0.1253
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,294 -800 -9.88 1,660 1.47 0.1418
2020-08-12 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,094 -786 -8.85 1,636 17.61 0.1526
2020-05-11 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,880 -426 -4.58 1,391 -17.94 0.1520
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,306 1,156 14.18 1,695 25.09 0.1863
2019-11-13 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,150 0 0.00 1,355 1.73 0.1641
2019-08-12 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,150 1,461 21.84 1,332 27.34 0.1735
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,689 -282 -4.05 1,046 11.75 0.1522
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,971 0 0.00 936 -16.65 0.1590
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,971 0 0.00 1,123 7.57 0.1991
2018-08-13 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,971 686 10.91 1,044 17.04 0.1955
2018-05-14 2018-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 6,285 0 0.00 892 0.90 0.1763
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,285 0 892
2018-02-12 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,285 0 0.00 884 6.00 0.1896
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,285 820 15.00 834 20.17 0.1925
2017-08-10 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,465 5,465 694 0.1689
2014-11-12 2014-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -2,119 -100.00 0 -100.00
2014-07-17 2014-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,119 2,119 210 0.0521
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.