Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership65,289 shares
Latest Disclosed Value $ 28,614,133
Meridian Wealth Management, LLC reports 1.75% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 65,289 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $28,614,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 66,450 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -1.75% 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)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 65,289 -1,161 -1.75 28,614 -11.73 0.9865
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 66,450 -2,662 -3.85 32,418 -1.09 1.1410
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 69,112 9,548 16.03 32,775 25.62 1.2562
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 59,564 1,574 2.71 26,090 21.40 1.1140
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 57,990 1,947 3.47 21,491 -6.49 1.0404
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 56,043 458 0.82 22,983 7.77 1.0873
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,585 55,585 21,326 1.0483
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -45,528 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 45,528 4,390 10.67 14,150 26.29 0.9035
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 41,138 3,513 9.34 11,205 5.24 0.6865
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 37,625 3,203 9.31 10,646 23.99 0.8975
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 34,422 20,797 152.64 8,586 195.76 0.7489
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,625 646 4.98 2,904 4.54 0.2843
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,979 -3,367 -20.60 2,777 -24.74 0.2988
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,346 7,223 79.17 3,690 40.63 0.3018
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,123 40 0.44 2,624 -9.98 0.2868
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,083 679 8.08 2,915 19.57 0.3113
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,404 -449 -5.07 2,438 -3.98 0.3007
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,853 385 4.55 2,539 16.63 0.3236
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,468 -2,370 -21.87 2,177 -20.69 0.3169
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,838 -1,717 -13.68 2,745 -3.92 0.4356
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,555 3,706 41.88 2,857 59.79 0.7004
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,849 8 0.09 1,788 29.10 0.5984
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,841 887 11.15 1,385 -4.35 0.6136
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,954 117 1.49 1,448 11.13 0.6963
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,837 -215 -2.67 1,303 -90.10 0.6134
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,052 -224 -2.71 13,156 916.69 0.5325
2019-06-03 2019-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 8,276 334 4.21 1,294 21.27 0.5888
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,276 334 12,945
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,942 4,109 107.20 1,067 72.93 0.6284
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,833 -3,613 -48.52 617 -44.66 0.2652
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,446 -6 -0.08 1,115 5.49 0.5247
2018-05-08 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,452 222 3.07 1,057 6.23 0.5272
2018-01-30 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,230 183 2.60 995 6.30 0.6131
2017-10-31 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,047 281 4.15 936 8.84 0.5934
2017-07-25 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,766 225 3.44 860 8.04 0.5449
2017-05-17 2017-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 6,541 3,659 126.96 796 139.04 0.4771
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF ETF 922908736 795,761 796
2017-02-13 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,882 2,882 333 0.2640
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.