Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionRetirement Planning Group
Latest Disclosed Ownership72,519 shares
Latest Disclosed Value $ 31,675,364
Retirement Planning Group reports 2.05% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 72,519 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $31,675,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 74,036 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -2.05% 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 72,519 -1,517 -2.05 31,675 -12.30 0.9814
2026-02-03 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 74,036 -9,763 -11.65 36,119 -10.13 1.1864
2025-10-27 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 83,799 370 0.44 40,191 9.89 1.3955
2025-07-30 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 83,429 -168 -0.20 36,575 17.99 1.5559
2025-04-10 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 83,597 30,067 56.17 30,999 41.10 1.4537
2025-02-18 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 53,530 -4,142 -7.18 21,971 -0.78 1.1054
2024-10-10 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 57,672 9,104 18.74 22,142 21.89 1.2063
2024-07-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 48,568 -1,300 -2.61 18,165 5.83 1.1548
2024-04-12 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 49,868 36,562 274.78 17,165 314.99 1.3147
2024-01-16 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,306 7,161 116.53 4,137 147.22 0.3704
2023-10-25 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,145 166 2.78 1,673 -1.06 0.1777
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,979 -129 -2.11 1,692 11.03 0.1689
2023-04-20 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,108 189 3.19 1,524 20.78 0.1623
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,919 -371 -5.90 1,261 -6.32 0.1441
2022-10-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,290 -6 -0.10 1,346 -4.06 0.1692
2022-07-13 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,296 -111 -1.73 1,403 -23.87 0.1731
2022-04-19 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,407 0 0.00 1,843 -10.36 0.2014
2022-01-20 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,407 6 0.09 2,056 10.72 0.1988
2021-10-18 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,401 0 0.00 1,857 1.14 0.2111
2021-07-19 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,401 0 0.00 1,836 11.61 0.2108
2021-04-26 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,401 29 0.46 1,645 1.92 0.2265
2021-01-27 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,372 0 0.00 1,614 11.31 0.2338
2020-10-15 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,372 -24 -0.38 1,450 12.14 0.2365
2020-08-06 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,396 -140 -2.14 1,293 26.27 0.2375
2020-05-05 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,536 120 1.87 1,024 -12.40 0.2445
2020-01-29 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,416 22 0.34 1,169 9.97 0.2327
2019-10-25 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,394 200 3.23 1,063 5.04 0.2250
2019-07-25 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,194 -81 -1.29 1,012 3.05 0.2295
2019-05-06 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,275 5 0.08 982 16.63 0.2370
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,270 168 2.75 842 -14.34 0.2250
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,102 -92 -1.49 983 5.93 0.2532
2018-08-07 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,194 -876 -12.39 928 -7.48 0.2500
2018-05-07 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,070 0 0.00 1,003 0.91 0.2722
2018-01-31 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,070 276 4.06 994 10.20 0.2714
2017-10-16 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,794 0 0.00 902 4.52 0.2574
2017-07-31 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,794 -329 -4.62 863 -0.46 0.2592
2017-04-27 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,123 -630 -8.13 867 0.35 0.2636
2017-01-30 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,753 262 3.50 864 2.73 0.2763
2016-11-03 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,491 -11,422 -60.39 841 -58.51 0.2720
2016-08-03 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,913 -91 -0.48 2,027 0.20 0.6872
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,004 -624 -3.18 2,023 -3.11 0.7163
2016-02-08 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,628 609 3.20 2,088 9.49 0.7715
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,019 -377 -1.94 1,907 -8.14 0.8365
2015-08-07 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,396 617 3.29 2,076 5.70 0.8491
2015-05-13 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,779 6,498 52.91 1,964 53.20 0.7823
2015-02-24 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,281 3,688 42.92 1,282 49.77 0.3953
2014-10-21 2014-09-30 13F Vanguard Growth ETF COM 922908736 8,593 3,350 63.89 856 64.93 0.2669
2014-07-30 2014-06-30 13F Vanguard Growth ETF COM 922908736 5,243 5,243 519 0.1571
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.