Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionO'Brien Wealth Partners LLC
Latest Disclosed Ownership45,530 shares
Latest Disclosed Value $ 22,212,081
O'Brien Wealth Partners LLC reports 1.34% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On January 22, 2026 - O'Brien Wealth Partners LLC filed a 13F-HR form disclosing ownership of 45,530 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $22,212,081 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 22, 2025 disclosing 46,147 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -1.34% 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)
2026-01-22 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 45,530 -617 -1.34 22,212 0.36 2.9372
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 46,147 1,226 2.73 22,132 12.39 2.9976
2025-07-09 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 44,921 540 1.22 19,694 19.66 3.0909
2025-04-28 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 44,381 44 0.10 16,458 -9.56 3.0644
2025-01-28 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 44,337 4,338 10.85 18,198 18.50 3.2792
2024-10-23 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 39,999 8,490 26.94 15,357 30.31 3.0120
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 31,509 4,769 17.83 11,785 28.05 2.6489
2024-04-18 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,740 13,267 98.47 9,204 119.75 2.1287
2024-01-25 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,473 4,491 50.00 4,189 71.29 1.0936
2023-10-24 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,982 6,112 212.96 2,446 201.11 0.7016
2023-08-07 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,870 685 31.35 812 48.99 0.2391
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,185 96 4.60 545 22.47 0.1718
2023-02-10 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,089 -136 -6.11 445 -6.51 0.1767
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,225 -219 -8.96 476 -12.66 0.2003
2022-07-22 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,444 318 14.96 545 9.22 0.2277
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,126 53 2.56 499 -16.42 0.1980
2022-02-09 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,073 -75 -3.49 597 -4.33 0.2071
2021-10-07 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,148 -28 -1.29 624 -2.19 0.2180
2021-07-12 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,176 -7 -0.32 638 8.14 0.2110
2021-04-13 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,183 181 9.04 590 14.56 0.1955
2021-01-11 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,002 239 13.56 515 25.92 0.1861
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,763 1,763 409 0.1671
2020-04-03 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -1,892 -100.00 0 -100.00
2020-01-07 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,892 1,892 350 0.2500
2019-01-17 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -931 -100.00 0 -100.00
2018-10-09 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 931 643 223.26 150 248.84 0.0974
2018-07-11 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 288 0 0.00 43 4.88 0.0321
2018-04-11 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 288 288 41 0.0282
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.