Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership3,651,263 shares
Latest Disclosed Value $ 1,594,835,376
EP Wealth Advisors, Inc. reports 5.40% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,651,263 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $1,594,835,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 3,464,230 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 5.40% 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,651,263 187,033 5.40 1,594,835 -5.63 7.8337
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,464,230 1,117 0.03 1,690,059 11.32 8.7809
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,463,113 126,649 3.80 1,518,229 22.71 9.9782
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,336,464 109,654 3.40 1,237,228 -6.58 9.8836
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,226,810 50,082 1.58 1,324,412 8.59 10.8083
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,176,728 194,506 6.52 1,219,641 9.35 10.4826
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,982,222 70,828 2.43 1,115,381 11.30 11.8497
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,911,394 17,609 0.61 1,002,102 11.39 11.7136
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,893,785 59,959 2.12 899,620 16.58 11.4742
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,833,826 2,544,151 878.28 771,679 -15.85 11.9700
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 289,675 -2,320,654 -88.90 917,022 154.37 13.2189
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,610,329 -363,275 -12.22 360,513 -43.11 6.2003
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,973,604 216,409 7.85 633,705 7.43 11.4195
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,757,195 204,684 8.02 589,902 3.69 13.3782
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,552,511 276,043 12.13 568,929 -13.10 12.8130
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,276,468 205,877 9.94 654,712 -1.47 14.3728
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,070,591 59,978 2.98 664,453 13.89 15.7053
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 2,010,613 142,292 7.62 583,420 8.88 15.9982
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 325,436 -1,542,885 583,420 15.9982
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,868,321 242,570 14.92 535,853 28.23 14.8561
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,625,751 206,785 14.57 417,883 16.25 13.2853
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,418,966 135,213 10.53 359,481 23.03 12.6385
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,283,753 150,906 13.32 292,195 27.63 12.5725
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,132,847 156,419 16.02 228,937 49.64 9.7760
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 976,428 70,730 7.81 152,996 -7.27 7.4873
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 905,698 53,597 6.29 164,991 16.45 6.7945
2019-11-18 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 852,101 34,197 4.18 141,687 6.02 7.0262
2019-08-27 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 817,904 817,904 -4.01 133,637 -5.68 8.3489
2019-05-17 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -674,894 -100.00 0 -100.00
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 674,894 74,250 12.36 90,658 -6.28 6.9928
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 600,644 31,798 5.59 96,728 13.51 7.5576
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 568,846 12,521 2.25 85,219 7.97 8.0407
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 556,325 4,672 0.85 78,931 1.73 7.6291
2018-02-15 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 551,653 11,487 2.13 77,590 8.20 8.1867
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 540,166 35,365 7.01 71,707 11.82 8.2817
2017-08-17 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 504,801 22,640 4.70 64,130 9.32 7.8606
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 482,161 40,096 9.07 58,660 39.74 8.0912
2017-02-15 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 442,065 41,669 10.41 41,979 -6.63 6.1350
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 400,396 7,636 1.94 44,961 6.79 7.0258
2016-08-15 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 392,760 -4,450 -1.12 42,104 -0.42 6.7094
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 397,210 20,094 5.33 42,283 5.39 6.4842
2016-02-16 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 377,116 6,909 1.87 40,121 8.06 6.7441
2015-11-17 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 370,207 31,241 9.22 37,128 2.32 7.0773
2015-08-14 2015-06-30 13F Vanguard Growth ETF Common 922908736 338,966 12,128 3.71 36,286 6.13 6.8002
2015-05-15 2015-03-31 13F Vanguard Growth ETF Common 922908736 326,838 56,931 21.09 34,190 21.34 6.4292
2015-02-17 2014-12-31 13F Vanguard Growth ETF Common 922908736 269,907 32,319 13.60 28,176 18.99 4.6433
2014-11-12 2014-09-30 13F Vanguard Growth ETF Common 922908736 237,588 237,588 23,680 3.8348
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.