Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionPlanned Solutions, Inc.
Latest Disclosed Ownership1,374 shares
Latest Disclosed Value $ 600,161
Planned Solutions, Inc. reports 1.65% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 9, 2026 - Planned Solutions, Inc. filed a 13F-HR form disclosing ownership of 1,374 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $600,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,397 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -1.65% 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)
2026-04-09 2026-03-31 13F VANGUARD GROWTH ETF ETF 922908736 1,374 -23 -1.65 600 -11.89 0.1964
2026-01-28 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 1,397 48 3.56 682 5.42 0.2186
2025-10-23 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 1,349 -276 -16.98 647 -9.27 0.2225
2025-07-29 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 1,625 1,625 712 0.2710
2025-01-17 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 0 -204 -100.00 0 -100.00
2024-10-09 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 204 204 78 0.0314
2024-04-26 2024-03-31 13F VANGUARD GROWTH ETF ETF 922908736 0 -204 -100.00 0 -100.00
2024-01-18 2023-12-31 13F VANGUARD GROWTH ETF ETF 922908736 204 204 63 0.0297
2021-04-29 2021-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 0 -173 -100.00 0 -100.00
2021-01-29 2020-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 173 0 0.00 44 12.82 0.0352
2020-11-06 2020-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 173 173 39 0.0381
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.