Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership108,120 shares
Latest Disclosed Value $ 47,225,924
MBM Wealth Consultants, LLC reports 2.23% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 108,120 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $47,225,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 105,757 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2.23% 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 108,120 2,363 2.23 47,226 -8.47 10.8416
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 105,757 -981 -0.92 51,595 0.79 12.2685
2025-10-31 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 106,738 -7,924 -6.91 51,193 1.84 12.7110
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 114,662 1,462 1.29 50,268 19.75 13.4579
2025-04-28 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 113,200 386 0.34 41,977 -9.17 12.4030
2025-01-17 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 112,814 -503 -0.44 46,213 6.22 13.7577
2024-10-07 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 113,317 1,100 0.98 43,506 -0.17 13.7226
2024-07-30 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 112,217 -1,342 -1.18 43,577 11.49 14.8689
2024-04-18 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 113,559 -144 -0.13 39,087 5.24 13.7475
2024-01-30 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 113,703 -2,113 -1.82 37,142 15.28 13.8725
2023-10-19 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 115,816 -1,626 -1.38 32,219 -3.73 14.0072
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 117,442 14,109 13.65 33,467 119,425.00 14.3292
2023-05-31 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 103,333 0 0.00 29 33.33 11.6990
2023-02-15 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 103,333 5,423 5.54 22 -99.90 10.1272
2022-10-24 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 97,910 9,916 11.27 21,436 9.29 10.3353
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 87,994 3,150 3.71 19,613 -19.62 9.5886
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 84,844 7,485 9.68 24,401 -1.71 10.1349
2022-02-15 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 77,359 3,562 4.83 24,825 15.93 10.3016
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 73,797 180 0.24 21,414 1.42 9.7763
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 73,617 2,522 3.55 21,114 15.53 9.9067
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 71,095 801 1.14 18,275 2.62 9.2811
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 70,294 2,303 3.39 17,808 15.07 9.6966
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 67,991 1,448 2.18 15,476 15.09 9.8841
2020-08-07 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 66,543 16,112 31.95 13,447 70.17 9.4820
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 50,431 653 1.31 7,902 -12.86 6.5403
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 49,778 -1,215 -2.38 9,068 6.95 6.7217
2019-10-30 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 50,993 1,431 2.89 8,479 3.68 6.6614
2019-07-30 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 49,562 690 1.41 8,178 6.97 6.7972
2019-04-25 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 48,872 694 1.44 7,645 18.12 6.7037
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 48,178 48,178 6,472 6.3106
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.