Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionCreative Planning
Latest Disclosed Ownership360,936 shares
Latest Disclosed Value $ 157,653,074
Creative Planning reports 4.83% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 360,936 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $157,653,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 379,265 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -4.83% 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)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 360,936 -18,329 -4.83 157,653 -14.80 0.1051
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 379,265 68,857 22.18 185,028 24.28 0.1324
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 310,408 13,491 4.54 148,875 14.37 0.1137
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 296,917 -461 -0.16 130,168 18.04 0.1112
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 297,378 2,889 0.98 110,274 -8.77 0.1037
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 294,489 23,206 8.55 120,870 16.05 0.1175
2024-10-11 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 271,283 3,749 1.40 104,154 4.09 0.1031
2024-08-15 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 267,534 808 0.30 100,061 8.99 0.1068
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 266,726 -2,045 -0.76 91,807 9.88 0.1018
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 268,771 48,922 22.25 83,555 39.57 0.1549
2023-11-16 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 219,849 9,063 4.30 59,867 0.38 0.0799
2023-07-21 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 210,786 2,915 1.40 59,644 15.03 0.0795
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 207,871 -12,347 -5.61 51,851 10.49 0.0747
2023-02-10 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 220,218 36,979 20.18 46,931 19.71 0.0706
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 183,239 1,753 0.97 39,204 -3.08 0.0678
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 181,486 16,111 9.74 40,451 -14.95 0.0666
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 165,375 24,562 17.44 47,561 5.25 0.0737
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 140,813 -1,638 -1.15 45,187 9.32 0.0726
2021-11-10 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 142,451 -11,516 -7.48 41,335 -6.40 0.0733
2021-08-04 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 153,967 13,218 9.39 44,159 22.06 0.0784
2021-04-30 2021-03-31 13F CreativePlanning GROWTH ETF 922908736 140,749 5,986 4.44 36,178 5.97 0.0729
2021-01-29 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 134,763 3,568 2.72 34,141 14.33 0.0751
2020-11-05 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 131,195 9,711 7.99 29,861 21.63 0.0780
2020-07-23 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 121,484 2,217 1.86 24,550 31.37 0.0710
2020-05-05 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 119,267 -4,128 -3.35 18,688 -16.86 0.0663
2020-01-30 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 123,395 3,336 2.78 22,479 12.60 0.0675
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 120,059 1,106 0.93 19,963 2.71 0.0650
2019-07-26 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 118,953 10,835 10.02 19,436 14.92 0.0654
2019-04-24 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 108,118 -99 -0.09 16,912 16.34 0.0609
2019-02-12 2018-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 108,217 -3,323 -2.98 14,537 -19.07 0.0596
2019-02-01 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 108,217 -3,323 14,537
2018-10-25 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 111,540 4,118 3.83 17,962 11.61 0.0666
2018-07-20 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 107,422 2,529 2.41 16,093 8.14 0.0632
2018-04-18 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 104,893 1,766 1.71 14,882 2.60 0.0606
2018-01-17 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 103,127 4,255 4.30 14,505 10.51 0.0625
2017-10-17 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 98,872 -4,524 -4.38 13,125 -0.08 0.0610
2017-07-12 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 103,396 1,872 1.84 13,135 6.35 0.0665
2017-04-07 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 101,524 6,701 7.07 12,351 16.84 0.0675
2017-01-09 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 94,823 8,006 9.22 10,571 8.43 0.0644
2016-10-12 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,817 1,312 1.53 9,749 6.36 0.0621
2016-07-12 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 85,505 2,284 2.74 9,166 3.47 0.0664
2016-04-08 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 83,221 1,045 1.27 8,859 1.33 0.0691
2016-01-11 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 82,176 -570 -0.69 8,743 5.35 0.0719
2015-10-09 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 82,746 -996 -1.19 8,299 -7.43 0.0733
2015-07-09 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 83,742 5,655 7.24 8,965 9.74 0.0813
2015-04-13 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 78,087 78,087 0.00 8,169 0.0768
2015-01-29 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -61,368 -100.00 0 -100.00
2014-10-10 2014-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 61,368 6,307 11.45 6,117 12.32 0.0710
2014-08-20 2014-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,061 2,143 4.05 5,446 10.09 0.0706
2014-04-11 2014-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 52,918 3,533 7.15 4,947 7.66 0.0744
2014-01-06 2013-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 49,385 7,392 17.60 4,595 29.33 0.0784
2013-10-10 2013-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 41,993 2,428 6.14 3,553 14.91 0.0704
2013-07-09 2013-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 39,565 39,565 3,092 0.0719
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.