Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionOxford Financial Group Ltd
Latest Disclosed Ownership5,352 shares
Latest Disclosed Value $ 2,337,700
Oxford Financial Group Ltd ownership in VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 6, 2026 - Oxford Financial Group Ltd filed a 13F-HR form disclosing ownership of 5,352 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $2,337,700 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,352 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 0.00% 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 5,352 0 0.00 2,338 -10.49 0.1259
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,352 0 0.00 2,611 1.75 0.1435
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,352 2,344 77.93 2,567 94.69 0.1452
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,008 15 0.50 1,319 18.85 0.0784
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,993 144 5.05 1,110 -5.13 0.0778
2025-02-11 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,849 -16 -0.56 1,169 6.37 0.0757
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,865 974 51.51 1,100 55.45 0.0697
2024-08-14 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,891 274 16.94 707 27.16 0.0467
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,617 700 76.34 557 95.09 0.0386
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 917 125 15.78 285 32.56 0.0209
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 792 0 0.00 216 -4.02 0.0186
2023-08-10 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 792 -37 -4.46 224 8.74 0.0213
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 829 53 6.83 207 24.85 0.0232
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 0 0.00 165 -0.60 0.0193
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 0 0.00 166 -4.05 0.0250
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 0 0.00 173 -22.42 0.0255
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 0 0.00 223 -10.44 0.0283
2022-02-10 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 0 0.00 249 10.67 0.0280
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 0 0.00 225 0.90 0.0287
2021-08-03 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 776 -881 -53.17 223 -47.65 0.0299
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 426 1.43 0.0591
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 420 11.41 0.0608
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 377 12.54 0.0608
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 335 28.85 0.0568
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 260 -13.91 0.0520
2020-02-10 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 302 9.42 0.0838
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 276 1.85 0.0872
2019-07-30 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 0 0.00 271 4.63 0.0889
2019-04-26 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,657 1,657 259 0.0926
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.