Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership5,145 shares
Latest Disclosed Value $ 2,247,154
Sunbelt Securities, Inc. reports 2.14% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 5,145 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $2,247,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 5,037 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2.14% 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)
2026-05-16 2026-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,145 108 2.14 2,247 -8.55 0.1419
2026-02-20 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 5,037 -330 -6.15 2,457 -4.55 0.1639
2025-11-19 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 5,367 830 18.29 2,574 38.24 0.1777
2025-08-14 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 4,537 -581 -11.35 1,862 -1.85 0.1644
2025-04-24 2025-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,118 581 12.81 1,898 0.96 0.1695
2025-02-18 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 4,537 -857 -15.89 1,879 -9.23 0.1656
2024-11-18 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 5,394 63 1.18 2,071 3.86 0.2031
2024-08-16 2024-06-30 13F VANGUARD GROWTH ETF ETF 922908736 5,331 8 0.15 1,994 8.79 0.2040
2024-04-15 2024-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,323 31 0.59 1,832 11.37 0.2044
2024-02-15 2023-12-31 13F VANGUARD GROWTH ETF ETF 922908736 5,292 -252 -4.55 1,645 9.01 0.2072
2023-12-11 2023-09-30 13F VANGUARD GROWTH ETF ETF 922908736 5,544 -366 -6.19 1,510 -9.75 0.2089
2023-08-16 2023-06-30 13F VANGUARD GROWTH ETF ETF 922908736 5,910 2,128 56.27 1,672 80.56 0.2405
2023-05-17 2023-03-31 13F VANGUARD GROWTH ETF ETF 922908736 3,782 10 0.27 927 15.32 0.1490
2023-02-08 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,772 98 2.67 804 2.16 0.1571
2022-11-21 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,674 286 8.44 786 4.11 0.1662
2022-10-03 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,388 49 1.47 755 -22.64 0.1597
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,339 -15 -0.45 976 0.93 0.1787
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,354 -259 -7.17 967 -7.73 0.1571
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,613 0 0.00 1,048 0.00 0.1884
2021-07-29 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,613 -146 -3.88 1,048 8.49 0.1886
2021-05-27 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,759 -3 -0.08 966 1.36 0.1903
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,762 156 4.33 953 16.08 0.1970
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,606 -273 -7.04 821 4.72 0.2283
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,879 -2,347 -37.70 784 -25.33 0.2694
2020-05-15 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,226 656 11.78 1,050 3.45 0.0450
2020-02-26 2019-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 5,570 307 5.83 1,015 16.00 0.1068
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,570 307 254 100.0615
2019-11-15 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,263 923 21.27 875 23.41 0.0981
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,340 179 4.30 709 8.91 0.3083
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,161 311 8.08 651 25.92 0.3255
2019-02-14 2018-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 3,850 3 0.08 517 -16.61 0.3012
2019-02-11 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,847 0 620 0.3319
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,847 -285 -6.90 620 0.16 0.3319
2018-08-08 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,132 -580 -12.31 619 -7.47 0.3704
2018-05-09 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,712 425 9.91 669 10.95 0.6119
2018-02-06 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,287 1,522 55.05 603 64.31 0.5864
2017-11-03 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,765 2,765 367 0.3858
2017-05-05 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -1,048 -100.00 0 -100.00
2017-02-13 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,048 1,048 0.00 117 0.1428
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -1,045 -100.00 0 -100.00
2016-08-11 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,045 581 125.22 112 126.53 0.1175
2016-05-11 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 464 2 0.43 49 0.00 0.0573
2016-02-11 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 462 362 362.00 49 390.00 0.0551
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 100 0 0.00 10 0.00 0.0106
2015-08-13 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 100 0 0.00 11 0.00 0.0114
2015-05-19 2015-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 100 100 10 0.0120
2015-05-14 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 100 10
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.