Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionResources Investment Advisors, LLC.
Latest Disclosed Ownership51,412 shares
Latest Disclosed Value $ 22,456,277
Resources Investment Advisors, LLC. reports 5.83% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 8, 2026 - Resources Investment Advisors, LLC. filed a 13F-HR form disclosing ownership of 51,412 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $22,456,277 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 48,578 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 5.83% 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)
2026-05-08 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,412 2,834 5.83 22,456 -5.24 0.2192
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 48,578 3,365 7.44 23,699 9.29 0.2323
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 45,213 2,151 5.00 21,685 14.86 0.2226
2025-08-07 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 43,062 1,508 3.63 18,878 22.52 0.2096
2025-04-29 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 41,554 -10,375 -19.98 15,409 -27.71 0.1826
2025-02-13 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,929 -6,835 -11.63 21,314 -5.53 0.2471
2024-11-06 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 58,764 -1,206 -2.01 22,561 0.59 0.2576
2024-08-02 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 59,970 38,844 183.87 22,429 208.47 0.2803
2024-05-10 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,126 -284 -1.33 7,271 9.24 0.1142
2024-02-13 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,410 4,843 29.23 6,656 47.55 0.1165
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,567 -1,141 -6.44 4,511 -9.96 0.0977
2023-08-07 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,708 1,248 7.58 5,011 22.05 0.1109
2023-05-10 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,460 67 0.41 4,106 17.52 0.0963
2023-02-02 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,393 4,451 37.27 3,493 36.71 0.1013
2022-11-08 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,942 659 5.84 2,555 1.59 0.0947
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,283 479 4.43 2,515 -19.05 0.1080
2022-05-05 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,804 844 8.47 3,107 -2.78 0.1174
2022-02-23 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,960 -501 -4.79 3,196 5.27 0.1131
2021-11-05 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,461 -2,191 -17.32 3,036 -16.32 0.1204
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,652 2,952 30.43 3,628 45.47 0.1494
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,700 -1,031 -9.61 2,494 -8.31 0.1166
2021-02-08 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,731 1,451 15.64 2,720 28.97 0.1417
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,280 -405 -4.18 2,109 6.14 0.1457
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,685 -259 -2.60 1,987 21.38 0.1431
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,944 -645 -6.09 1,637 -15.14 0.1450
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,589 210 2.02 1,929 11.76 0.1519
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,379 -553 -5.06 1,726 -3.36 0.1548
2019-08-12 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,932 1,370 14.33 1,786 17.81 0.1383
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,562 -3,215 -25.16 1,516 -11.71 0.2216
2019-02-12 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,777 466 3.79 1,717 -13.41 0.2896
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,311 608 5.20 1,983 13.06 0.4649
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,703 -223 -1.87 1,754 3.66 0.3679
2018-05-14 2018-03-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 11,926 -318 -2.60 1,692 -1.74 0.3717
2018-01-31 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,244 5,392 78.69 1,722 89.23 0.1968
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,852 -6,256 -47.73 910 -45.35 0.3342
2017-08-14 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,108 13,108 1,665 0.4964
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.