Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionRezny Wealth Management, Inc.
Latest Disclosed Ownership323,977 shares
Latest Disclosed Value $ 141,509,914
Rezny Wealth Management, Inc. reports 0.94% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 13, 2026 - Rezny Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 323,977 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $141,509,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 320,962 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 0.94% 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 323,977 3,015 0.94 141,510 -9.63 30.4693
2026-02-03 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 320,962 4,236 1.34 156,585 3.08 31.5645
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 316,726 -7,222 -2.23 151,905 6.96 31.7037
2025-07-16 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 323,948 4,222 1.32 142,019 19.79 32.0309
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 319,726 -7,802 -2.38 118,561 -11.81 30.6977
2025-01-16 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 327,528 6,754 2.11 134,431 9.16 33.0120
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 320,774 2,068 0.65 123,155 3.32 31.0392
2024-07-24 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 318,706 52,449 19.70 119,199 30.07 31.8820
2024-04-15 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 266,257 5,518 2.12 91,646 13.06 26.5127
2024-02-12 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 260,739 61,383 30.79 81,059 49.32 25.8144
2023-10-19 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 199,356 4,361 2.24 54,287 -1.61 19.1126
2023-07-28 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 194,995 -3,739 -1.88 55,176 11.30 18.5874
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 198,734 46,860 30.85 49,572 53.17 18.2872
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 151,874 -1,145 -0.75 32,366 -1.14 12.4331
2022-10-28 2022-09-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 153,019 643 0.42 32,738 -3.61 13.2818
2022-08-11 2022-06-30 13F/A-1 VANGUARD GROWTH ETF GROWTH ETF 922908736 152,376 -201 -0.13 33,963 -22.60 13.0846
2022-08-08 2022-06-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 3,669,470 3,516,893 868,942 13.2893
2022-05-06 2022-03-31 13F/A-1 VANGUARD GROWTH ETF GROWTH ETF 922908736 152,577 -8,835 -5.47 43,881 -15.28 14.2792
2022-04-20 2022-03-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 152,577 -8,835 43,881 14.3856
2022-01-26 2021-12-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 161,412 4,308 2.74 51,797 13.62 16.0618
2021-10-21 2021-09-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 157,104 -1,653 -1.04 45,587 0.12 15.4510
2021-07-20 2021-06-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 158,757 4,470 2.90 45,533 14.81 15.8938
2021-04-23 2021-03-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 154,287 -1,013 -0.65 39,658 0.80 15.4607
2021-01-13 2020-12-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 155,300 -613 -0.39 39,343 10.87 16.4150
2020-10-30 2020-09-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 155,913 2,550 1.66 35,487 14.50 16.4513
2020-07-16 2020-06-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 153,363 4,395 2.95 30,993 163,021.05 15.8740
2020-04-17 2020-03-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 148,968 2,580 1.76 19 -99.93 0.0226
2020-01-17 2019-12-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 146,388 6,480 4.63 26,667 14.63 13.7734
2019-10-22 2019-09-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 139,908 -9,157 -6.14 23,264 -4.48 13.4208
2019-07-24 2019-06-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 149,065 139,854 1,518.34 24,355 1,591.32 14.6669
2019-05-07 2019-03-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 9,211 4,882 112.77 1,440 147.85 0.8748
2019-02-05 2018-12-31 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 4,329 2,388 123.03 581 86.22 0.4048
2018-10-31 2018-09-30 13F VANGUARD GROWTH ETF GROWTH ETF 922908736 1,941 1,941 312 0.1912
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.