Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionKelman-Lazarov, Inc.
Latest Disclosed Ownership16,959 shares
Latest Disclosed Value $ 7,407,466
Kelman-Lazarov, Inc. reports 5.70% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 27, 2026 - Kelman-Lazarov, Inc. filed a 13F-HR form disclosing ownership of 16,959 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $7,407,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 16,045 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 5.70% 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)
2026-04-27 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,959 914 5.70 7,407 -5.37 1.0619
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,045 843 5.55 7,827 7.35 1.1178
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,202 6,167 68.26 7,291 84.12 1.0810
2025-07-29 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,035 -43 -0.47 3,961 17.65 0.6417
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,078 136 1.52 3,366 -8.28 0.6111
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,942 -377 -4.05 3,670 2.60 0.6607
2024-11-08 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,319 -3 -0.03 3,578 2.61 0.6156
2024-08-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,322 -353 -3.65 3,487 4.68 0.6502
2024-05-09 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,675 -326 -3.26 3,330 7.11 0.6508
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,001 -1,280 -11.35 3,109 1.24 0.6731
2023-10-30 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,281 -159 -1.39 3,072 -5.13 0.7263
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,440 555 5.10 3,237 19.23 0.7783
2023-05-04 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,885 756 7.46 2,715 25.81 0.7047
2023-02-06 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,129 2,496 32.70 2,159 32.15 0.6074
2022-10-24 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,633 849 12.51 1,633 8.00 0.5557
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,784 1,315 24.04 1,512 -3.88 0.5109
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,469 0 0.00 1,573 -10.37 0.5233
2022-02-09 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,469 0 0.00 1,755 10.59 0.5648
2021-11-04 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,469 -14 -0.26 1,587 0.89 0.5558
2021-08-10 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,483 -283 -4.91 1,573 6.14 0.5490
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,766 0 0.00 1,482 1.44 0.5282
2021-02-08 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,766 127 2.25 1,461 13.87 0.5606
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,639 -787 -12.25 1,283 -1.23 0.5830
2020-07-29 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,426 -620 -8.80 1,299 17.66 0.6019
2020-04-27 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,046 114 1.64 1,104 -12.59 0.5915
2020-01-29 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,932 -50 -0.72 1,263 8.79 0.5681
2019-10-15 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,982 0 0.00 1,161 1.75 0.5721
2019-07-22 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,982 -16 -0.23 1,141 4.20 0.5848
2019-05-08 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,998 109 1.58 1,095 18.38 0.5774
2019-02-11 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,889 -187 -2.64 925 -18.86 0.5755
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,076 -215 -2.95 1,140 4.40 0.6672
2018-08-03 2018-06-30 13F Vanguard Growth Fund ETF GROWTH ETF 922908736 7,291 -610 -7.72 1,092 -2.59 0.5862
2018-05-08 2018-03-31 13F Vanguard Growth Fund ETF GROWTH ETF 922908736 7,901 -45 -0.57 1,121 0.27 0.6026
2018-06-25 2017-12-31 13F/A-1 Vanguard Growth Fund ETF GROWTH ETF 922908736 7,946 567 7.68 1,118 14.08 0.5709
2018-01-23 2017-12-31 13F Vanguard Growth Fund ETF GROWTH ETF 922908736 7,946 567 1,118 0.5354
2017-10-05 2017-09-30 13F Vanguard Growth Fund ETF GROWTH ETF 922908736 7,379 -323 -4.19 980 0.20 0.5173
2017-07-24 2017-06-30 13F Vanguard Growth Fund ETF GROWTH ETF 922908736 7,702 -550 -6.67 978 -2.59 0.5363
2017-04-25 2017-03-31 13F Vanguard Growth Fund ETF GROWTH ETF 922908736 8,252 0 0.00 1,004 9.25 0.6466
2017-01-17 2016-12-31 13F Vanguard Growth Fund ETF VUG 922908736 8,252 0 0.00 920 -0.11 0.5189
2016-10-11 2016-09-30 13F Vanguard Growth Fund ETF Equities 922908736 8,252 0 0.00 921 3.60 0.5218
2016-07-14 2016-06-30 13F Vanguard Growth Fund ETF Equities 922908736 8,252 -60 -0.72 888 -0.45 0.5074
2016-04-19 2016-03-31 13F Vanguard Growth Fund ETF COM 922908736 8,312 8,312 892 0.5220
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.