Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership17,222 shares
Latest Disclosed Value $ 7,522,197
Avidian Wealth Solutions, LLC reports 19.27% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 17,222 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $7,522,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,440 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 19.27% 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)
2026-05-07 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,222 2,782 19.27 7,522 6.79 0.2380
2026-02-02 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,440 104 0.73 7,045 2.46 0.2564
2025-10-30 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,336 -282 -1.93 6,876 7.29 0.2589
2025-07-30 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,618 3,654 33.33 6,409 57.64 0.2605
2025-04-25 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,964 164 1.52 4,066 -8.28 0.1810
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,800 -139 -1.27 4,433 5.55 0.1991
2024-10-30 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,939 -5 -0.05 4,200 2.59 0.1907
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,944 425 4.04 4,093 13.07 0.1699
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,519 724 7.39 3,621 18.88 0.1756
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,795 -75 -0.76 3,045 13.32 0.1873
2023-10-13 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,870 1,587 19.16 2,688 14.68 0.1893
2023-08-03 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,283 1,203 16.99 2,344 32.75 0.1535
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,080 2,328 48.99 1,766 74.41 0.0969
2023-02-06 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,752 -404 -7.84 1,013 -8.25 0.0659
2022-11-03 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,156 603 13.24 1,103 8.67 0.0797
2022-07-29 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,553 157 3.57 1,015 -19.70 0.0718
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,396 -120 -2.66 1,264 -12.77 0.0774
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,516 0 0.00 1,449 10.61 0.0902
2021-11-10 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,516 -683 -13.14 1,310 -12.14 0.0998
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,199 155 3.07 1,491 14.96 0.1144
2021-05-05 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,044 0 0.00 1,297 1.49 0.1105
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,044 469 10.25 1,278 22.77 0.1212
2021-02-03 2020-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 4,575 1,387 43.51 1,041 61.65 0.1179
2020-08-10 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,188 1,498 88.64 644 143.02 0.0869
2020-04-22 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,690 -162 -8.75 265 -21.36 0.0425
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,852 0 0.00 337 9.42 0.0479
2019-11-14 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,852 362 24.30 308 26.75 0.0507
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,490 0 0.00 243 4.29 0.0575
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,490 0 0.00 233 16.50 0.0518
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,490 1,490 200 0.0698
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.