Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership824,223 shares
Latest Disclosed Value $ 360,012,167
Merit Financial Group, LLC reports 0.77% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 824,223 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $360,012,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 817,895 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 0.77% 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)
2026-04-15 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 824,223 6,328 0.77 360,012 -9.78 2.0696
2026-01-26 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 817,895 7,018 0.87 399,018 2.60 3.2003
2025-11-07 2025-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 810,877 -6,576 -0.80 388,905 8.52 3.5724
2025-10-20 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 810,876 -6,577 388,904 3.5714
2025-07-22 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 817,453 347,412 73.91 358,372 105.61 3.9961
2025-04-09 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 470,041 9,186 1.99 174,301 -7.85 2.6107
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 460,855 -69,308 -13.07 189,153 -7.07 3.3988
2024-10-17 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 530,163 -97,601 -15.55 203,545 -13.31 4.5510
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 627,764 -15,754 -2.45 234,790 7.63 5.1767
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 643,518 -48,269 -6.98 218,146 1.43 5.1968
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 691,787 9,424 1.38 215,063 15.74 6.5420
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 682,363 12,224 1.82 185,814 -2.01 6.0799
2023-08-01 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 670,139 -129,188 -16.16 189,622 -4.90 6.1367
2023-04-24 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 799,327 -95,582 -10.68 199,384 4.55 7.2502
2023-01-13 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 894,909 22,808 2.62 190,714 2.21 6.8991
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 872,101 -206,738 -19.16 186,586 -22.41 8.0969
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,078,839 79,350 7.94 240,462 -16.35 7.4408
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 999,489 -92,667 -8.48 287,453 -17.98 17.3362
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,092,156 -23,126 -2.07 350,473 8.30 34.3775
2021-10-27 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,115,282 27,903 2.57 323,621 3.77 33.8715
2021-08-16 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,087,379 37,995 3.62 311,871 15.62 29.3152
2021-05-18 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,049,384 95,366 10.00 269,734 11.60 28.2192
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 954,018 -17,098 -1.76 241,691 9.34 23.3579
2020-11-10 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 971,116 12,627 1.32 221,036 14.11 20.1908
2020-08-13 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 958,489 -203,101 -17.48 193,701 6.42 19.2740
2020-05-05 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,161,590 -42,287 -3.51 182,010 -17.01 20.3379
2020-01-16 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,203,877 51,498 4.47 219,310 14.45 19.4067
2019-11-25 2019-09-30 13F VANGUARD INDEX FDS MF Closed and MF Open 922908736 1,152,379 -100,467 -8.02 191,618 -6.39 20.9512
2019-08-13 2019-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS Equities 922908736 1,252,846 19,570 1.59 204,701 6.11 24.0081
2019-05-16 2019-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS Equities 922908736 1,233,276 51,345 4.34 192,908 21.50 23.5320
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS Equities 922908736 1,181,931 5,934 0.50 158,767 -16.17 23.8826
2018-10-25 2018-09-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS Equities 922908736 1,175,997 57,756 5.16 189,392 13.05 30.3258
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS Equities 922908736 1,118,241 83,673 8.09 167,523 14.13 30.0144
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS Equities 922908736 1,034,568 82,827 8.70 146,783 9.65 28.8414
2018-02-13 2017-12-31 13F VANGUARD GROWTH MF Closed and MF Open 922908736 951,741 951,741 133,862 28.4955
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.