Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionLincoln National Corp
Latest Disclosed Ownership719,053 shares
Latest Disclosed Value $ 314,075,160
Lincoln National Corp reports 7.94% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 4, 2026 - Lincoln National Corp filed a 13F-HR form disclosing ownership of 719,053 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $314,075,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 666,181 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 7.94% 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 719,053 52,872 7.94 314,075 -3.36 9.0931
2026-02-09 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 666,181 -7,970 -1.18 325,003 0.52 9.5010
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 674,151 -23,938 -3.43 323,330 5.65 9.2204
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 698,089 1,171 0.17 306,042 18.42 9.2818
2025-04-30 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 696,918 -17,221 -2.41 258,431 -11.83 8.3268
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 714,139 714,139 293,111 9.4308
2024-07-25 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -71,084 -100.00 0 -100.00
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 71,084 4,724 7.12 24,467 18.60 0.3818
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 66,360 1,883 2.92 20,630 17.50 0.3625
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 64,477 2,251 3.62 17,557 -0.28 0.3541
2023-08-07 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 62,226 1,609 2.65 17,607 16.45 0.3480
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 60,617 5,958 10.90 15,120 29.81 0.3178
2023-02-08 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 54,659 3,008 5.82 11,648 5.40 0.2636
2022-11-04 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,651 3,271 6.76 11,051 2.48 0.2725
2022-08-02 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 48,380 2,252 4.88 10,784 -18.71 0.2525
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 46,128 -1,411 -2.97 13,266 -13.04 0.2741
2022-01-26 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 47,539 3,553 8.08 15,256 19.52 0.3075
2021-11-05 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 43,986 4,079 10.22 12,764 11.51 0.2803
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 39,907 -2,738 -6.42 11,446 4.42 0.2455
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 42,645 -551 -1.28 10,962 0.17 0.2704
2021-02-05 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 43,196 2,568 6.32 10,943 18.34 0.2892
2020-11-09 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 40,628 335 0.83 9,247 13.57 0.2747
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 40,293 2,899 7.75 8,142 38.97 0.2600
2020-05-05 2020-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 37,394 4,769 14.62 5,859 -1.41 0.2199
2020-04-24 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 37,394 4,769 5,859 219,886.6227
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,625 1,449 4.65 5,943 14.66 0.1922
2019-11-06 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 31,176 5,126 19.68 5,183 21.75 0.1914
2019-08-06 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,050 -184 -0.70 4,257 3.75 0.1650
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,234 3,801 16.94 4,103 36.18 0.1701
2019-02-08 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,433 -439 -1.92 3,013 -18.19 0.1384
2018-11-06 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,872 1,277 5.91 3,683 13.85 0.1250
2018-08-08 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,595 1,303 6.42 3,235 12.37 0.1184
2018-05-09 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,292 -9,135 -31.04 2,879 -30.44 0.1060
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 29,427 15,356 109.13 4,139 121.57 0.1259
2017-10-31 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,071 1,689 13.64 1,868 18.75 0.0785
2017-08-07 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,382 301 2.49 1,573 7.08 0.0737
2017-05-04 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,081 460 3.96 1,469 13.44 0.0756
2017-02-02 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,621 856 7.95 1,295 7.20 0.0712
2016-11-10 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,765 2,228 26.10 1,208 32.02 0.0681
2016-11-04 2016-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 8,537 2,138 33.41 915 34.36 0.0541
2016-08-05 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,537 915
2016-11-04 2016-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 6,399 929 16.98 681 24.50 0.0479
2016-05-13 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,399 681
2016-11-04 2015-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 5,470 499 10.04 547 7.68 0.0427
2016-02-16 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,470 499 547 0.0419
2015-11-13 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,971 -45 -0.90 508 -9.29 0.0391
2015-08-12 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,016 1,395 38.53 560 47.76 0.0415
2015-05-06 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,621 174 5.05 379 5.28 0.0307
2015-02-17 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,447 308 9.81 360 15.02 0.0313
2014-11-10 2014-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,139 -119 -3.65 313 -2.80 0.0299
2014-08-11 2014-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,258 1 0.03 322 5.92 0.0333
2014-05-13 2014-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,257 230 7.60 304 8.19 0.0419
2014-02-13 2013-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,027 3,027 281 0.0422
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.