Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership39,421 shares
Latest Disclosed Value $ 17,218,794
IHT Wealth Management, LLC reports 1.60% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 39,421 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $17,218,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 40,061 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -1.60% 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)
2026-05-15 2026-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 39,421 -640 -1.60 17,219 -11.90 0.3983
2026-02-17 2025-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 40,061 7,615 23.47 19,544 25.59 0.4748
2025-11-14 2025-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 32,446 1,258 4.03 15,561 13.82 0.3936
2025-08-14 2025-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 31,188 1,384 4.64 13,673 23.72 0.3759
2025-05-15 2025-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 29,804 1,812 6.47 11,052 -3.80 0.3451
2025-02-14 2024-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 27,992 569 2.07 11,489 9.22 0.3707
2024-11-14 2024-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 27,423 749 2.81 10,519 5.43 0.2984
2024-08-14 2024-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 26,674 199 0.75 9,976 9.48 0.3721
2024-05-15 2024-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 26,475 758 2.95 9,113 13.99 0.3653
2024-02-14 2023-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 25,717 142 0.56 7,995 14.79 0.3565
2023-11-14 2023-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 25,575 -164 -0.64 6,964 -4.38 0.3531
2023-08-15 2023-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 25,739 140 0.55 7,283 14.06 0.3793
2023-05-15 2023-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 25,599 -782 -2.96 6,385 13.57 0.3645
2023-02-15 2022-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 26,381 164 0.63 5,622 0.23 0.3532
2022-11-22 2022-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 26,217 4,237 19.28 5,609 14.49 0.4263
2022-08-15 2022-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 21,980 -1,484 -6.32 4,899 -27.40 0.4319
2022-05-16 2022-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 23,464 -297 -1.25 6,748 -11.50 0.5115
2022-02-14 2021-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 23,761 -1,846 -7.21 7,625 2.62 0.5622
2021-11-15 2021-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 25,607 -369 -1.42 7,430 -0.27 0.6048
2021-08-16 2021-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 25,976 520 2.04 7,450 13.86 0.4725
2021-05-18 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 25,456 468 1.87 6,543 3.36 0.4706
2021-02-17 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,988 -50 -0.20 6,330 11.07 0.5262
2020-11-19 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 25,038 733 3.02 5,699 16.02 0.5720
2020-08-14 2020-06-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 24,305 635 2.68 4,912 32.43 0.6730
2020-05-13 2020-03-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 23,670 970 4.27 3,709 -10.30 0.5340
2020-02-18 2019-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 22,700 -3,057 -11.87 4,135 -3.46 0.4896
2019-11-15 2019-09-30 13F VANGUARD GROWTH LARGE CAP ETF 922908736 25,757 2,660 11.52 4,283 13.49 0.5824
2019-08-12 2019-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 23,097 2,848 14.06 3,774 19.17 0.5480
2019-05-16 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,249 198 0.99 3,167 17.60 0.5276
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 20,051 6,534 48.34 2,693 23.70 0.5184
2018-11-14 2018-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 13,517 -350 -2.52 2,177 4.81 0.4708
2018-08-13 2018-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 13,867 1,018 7.92 2,077 16.82 0.5307
2018-05-14 2018-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 12,849 372 2.98 1,778 -2.15 0.4774
2018-02-14 2017-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 12,477 1,247 11.10 1,817 20.41 0.4810
2017-11-14 2017-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 11,230 415 3.84 1,509 75,350.00 0.6424
2017-08-14 2017-06-30 13F/A-1 VANGUARD GROWTH GROWTH ETF 922908736 10,815 4,230 64.24 2 -99.75 0.0010
2017-08-14 2017-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 10,815 4,230 3
2017-05-15 2017-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 6,585 293 4.66 797 12.89 0.5314
2017-02-14 2016-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 6,292 6,292 706 0.5338
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.