Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership1,040,017 shares
Latest Disclosed Value $ 454,260,634
Rsm Us Wealth Management Llc reports 2.36% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,040,017 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $454,260,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,016,084 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2.36% 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)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,040,017 23,933 2.36 454,261 -9.07 5.5770
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,016,084 -1,872 -0.18 499,598 2.22 6.3655
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,017,956 -6,436 -0.63 488,737 8.70 6.3682
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,024,392 449 0.04 449,607 19.99 6.2708
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,023,943 -30,090 -2.85 374,691 -12.28 5.8152
2025-01-27 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,054,033 -2,805 -0.27 427,151 7.99 6.1384
2024-11-07 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,056,838 19,475 1.88 395,533 2.34 5.8020
2024-08-07 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,037,363 57,317 5.85 386,490 14.57 6.4848
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 980,046 26,001 2.73 337,334 13.74 8.6612
2024-02-05 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 954,045 -7,371 -0.77 296,593 13.29 8.0365
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 961,416 -7,987 -0.82 261,803 -4.56 9.2666
2023-08-04 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 969,403 -13,245 -1.35 274,302 11.91 9.3688
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 982,648 2,208 0.23 245,112 17.31 8.6516
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 980,440 32,382 3.42 208,942 3.01 10.3435
2022-10-21 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 948,058 24,501 2.65 202,837 -1.46 11.6985
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 923,557 -37,727 -3.92 205,852 -25.54 11.5314
2022-05-02 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 961,284 48,191 5.28 276,465 -5.65 14.0011
2022-02-08 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 913,093 -7,804 -0.85 293,012 9.65 14.3085
2021-11-08 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 920,897 -1,342 -0.15 267,217 1.02 14.2930
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 922,239 15,085 1.66 264,508 13.44 14.2883
2021-04-29 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 907,154 40,183 4.63 233,175 6.16 14.8845
2021-02-04 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 866,971 35,989 4.33 219,638 16.12 15.5685
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 830,982 15,032 1.84 189,140 14.70 15.8136
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 815,950 64,657 8.61 164,895 40.07 15.9557
2020-05-15 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 751,293 27,470 3.80 117,720 -10.72 14.4711
2020-06-04 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 723,823 30,972 4.47 131,859 14.45 13.0905
2020-06-04 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 692,851 21,176 3.15 115,207 4.71 13.3122
2020-06-04 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 671,675 41,031 6.51 110,020 11.23 12.8428
2020-06-04 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 630,644 115,320 22.38 98,916 42.89 12.1102
2020-06-04 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 515,324 10,311 2.04 69,223 -15.13 9.8988
2020-06-04 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 505,013 17,445 3.58 81,563 11.66 10.6746
2020-06-04 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 487,568 -9,306 -1.87 73,043 3.61 9.7880
2020-06-04 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 496,874 56,142 12.74 70,496 13.72 8.4094
2020-06-04 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 440,732 42,097 10.56 61,989 17.14 7.4953
2020-06-04 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 398,635 34,003 9.33 52,919 14.24 6.9442
2020-06-04 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 364,632 59,482 19.49 46,323 24.78 6.5274
2020-06-04 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 305,150 92,621 43.58 37,125 56.69 5.3948
2020-06-04 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 212,529 81,589 62.31 23,693 61.14 3.7636
2020-06-04 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 130,940 86,920 197.46 14,703 211.57 2.5646
2020-06-04 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 44,020 31,472 250.81 4,719 253.22 0.9069
2020-06-04 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,548 0 0.00 1,336 0.07 0.2696
2020-06-04 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,548 366 3.00 1,335 9.25 0.3147
2020-06-04 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,182 0 0.00 1,222 -6.29 0.3203
2020-06-04 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,182 91 0.75 1,304 3.08 0.3256
2020-06-04 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,091 914 8.18 1,265 8.40 0.3225
2020-06-04 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,177 552 5.20 1,167 10.20 0.3131
2020-06-04 2014-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,625 0 0.00 1,059 0.76 0.3099
2020-06-04 2014-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,625 0 0.00 1,051 5.84 0.2971
2020-06-04 2014-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,625 10,625 993 0.2916
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.