Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionMaltin Wealth Management, Inc.
Latest Disclosed Ownership1,630 shares
Latest Disclosed Value $ 712,125
Maltin Wealth Management, Inc. reports 1.45% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 21, 2026 - Maltin Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,630 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $712,125 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,654 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -1.45% 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)
2026-04-21 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,630 -24 -1.45 712 -11.66 0.2722
2026-01-15 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,654 -86 -4.94 807 -3.36 0.3209
2025-10-24 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,740 2 0.12 834 9.59 0.3464
2025-08-06 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,738 -125 -6.71 762 10.29 0.3428
2025-04-10 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,863 2 0.11 691 -9.57 0.3244
2025-01-16 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,861 -3 -0.16 764 6.71 0.3753
2024-10-09 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,864 -15 -0.80 716 1.85 0.3485
2024-07-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,879 0 0.00 703 8.67 0.3774
2024-04-16 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,879 2 0.11 647 10.81 0.3638
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,877 3 0.16 583 14.31 0.3715
2023-10-11 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,874 2 0.11 510 -3.59 0.3564
2023-08-03 2023-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,872 -14 -0.74 530 12.55 0.3745
2023-07-12 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,396 -490 395 0.0792
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,886 -17 -0.89 470 16.05 0.3392
2023-02-17 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,903 -459 -19.43 405 -19.80 0.2951
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,362 465 24.51 505 19.39 0.3990
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,897 -582 -23.48 423 -40.67 0.3057
2022-05-06 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,479 2 0.08 713 -10.31 0.4714
2022-02-02 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,477 3 0.12 795 10.72 0.4778
2021-11-09 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,474 2 0.08 718 1.27 0.4410
2021-07-23 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,472 152 6.55 709 18.96 0.4310
2021-04-29 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,320 453 24.26 596 26.00 0.3864
2021-01-20 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,867 3 0.16 473 11.56 0.3317
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,864 -1,027 -35.52 424 -27.40 0.3016
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,891 -493 -14.57 584 10.19 0.4409
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,384 -329 -8.86 530 -21.60 0.4505
2020-02-25 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,713 3,713 676 0.4371
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.