Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionKFA Private Wealth Group, LLC
Latest Disclosed Ownership8,026 shares
Latest Disclosed Value $ 3,505,906
KFA Private Wealth Group, LLC reports 15.38% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 20, 2026 - KFA Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 8,026 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $3,505,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,956 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 15.38% 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,026 1,070 15.38 3,506 3.30 0.8415
2026-01-07 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,956 172 2.54 3,394 4.30 0.8254
2025-10-03 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,784 -89 -1.29 3,254 7.97 0.9294
2025-07-24 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,873 4 0.06 3,013 18.30 0.9337
2025-05-07 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,869 1,152 20.15 2,547 8.57 0.8914
2025-01-22 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,717 265 4.86 2,346 12.09 0.9826
2024-10-18 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,452 16 0.29 2,093 2.95 0.9991
2024-08-07 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,436 -2,442 -31.00 2,033 -25.01 1.0524
2024-05-01 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,878 1,022 14.91 2,712 27.22 0.8412
2024-02-02 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,856 2,149 45.66 2,131 66.35 0.7640
2023-10-25 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,707 2,340 98.86 1,282 91.48 0.5327
2023-07-18 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,367 264 12.55 670 27.67 0.2777
2023-05-05 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,103 -7 -0.33 525 16.70 0.2389
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,110 2 0.09 450 -0.44 0.2295
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,108 274 14.94 451 10.27 0.2400
2022-07-18 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,834 3 0.16 409 -22.39 0.2262
2022-05-02 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,831 -198 -9.76 527 -19.05 0.2642
2022-01-26 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,029 -61 -2.92 651 7.43 0.3238
2021-10-18 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,090 52 2.55 606 3.77 0.3317
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,038 -91 -4.27 584 6.76 0.3188
2021-05-06 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,129 816 62.15 547 64.26 0.3191
2021-03-08 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,313 1 0.08 333 11.37 0.2114
2020-11-04 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,312 1,312 299 0.2241
2020-07-28 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -1,698 -100.00 0 -100.00
2020-04-23 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,698 1 0.06 266 -13.92 0.3147
2020-01-28 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,697 1,697 309 0.2837
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.