Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionZhang Financial LLC
Latest Disclosed Ownership61,944 shares
Latest Disclosed Value $ 27,056,427
Zhang Financial LLC reports 21.94% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 61,944 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $27,056,427 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 50,797 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 21.94% 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)
2026-05-06 2026-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 61,944 11,147 21.94 27,056 9.18 0.9355
2026-02-10 2025-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 50,797 15,555 44.14 24,782 46.62 0.9241
2025-11-10 2025-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 35,242 10,518 42.54 16,902 55.94 0.6867
2025-08-01 2025-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 24,724 10,465 73.39 10,839 105.01 0.5001
2025-04-15 2025-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 14,259 4,129 40.76 5,288 27.18 0.2796
2025-01-16 2024-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 10,130 24 0.24 4,158 7.14 0.2380
2024-10-15 2024-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 10,106 0 0.00 3,880 2.67 0.2449
2024-07-19 2024-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 10,106 0 0.00 3,780 8.65 0.2643
2024-04-24 2024-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 10,106 -382 -3.64 3,478 6.69 0.2577
2024-01-31 2023-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 10,488 -49 -0.47 3,260 13.63 0.2801
2023-10-11 2023-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 10,537 0 0.00 2,869 -3.76 0.2908
2023-07-18 2023-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 10,537 1 0.01 2,981 13.43 0.3059
2023-05-11 2023-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 10,536 0 0.00 2,628 17.06 0.3001
2023-05-17 2022-12-31 13F/A-1 VANGUARD GROWTH GROWTH ETF 922908736 10,536 7,967 310.12 2,245 308.18 0.2863
2023-01-17 2022-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 10,536 7,967 2 0.0003
2022-10-18 2022-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 2,569 0 0.00 550 -4.01 0.0829
2022-07-14 2022-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 2,569 -160 -5.86 573 -27.01 0.0920
2022-04-21 2022-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 2,729 409 17.63 785 5.37 0.1325
2022-02-10 2021-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 2,320 0 0.00 745 10.70 0.1320
2021-10-20 2021-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 2,320 0 0.00 673 1.20 0.1557
2021-07-26 2021-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 2,320 -90 -3.73 665 7.43 0.1632
2021-04-21 2021-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 2,410 214 9.74 619 11.33 0.1660
2021-01-20 2020-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 2,196 -61 -2.70 556 8.17 0.1713
2020-10-13 2020-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 2,257 354 18.60 514 33.51 0.1852
2020-07-23 2020-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 1,903 0 0.00 385 29.19 0.1484
2020-05-06 2020-03-31 13F VANGUARD GROWTH GROWTH ETF 922908736 1,903 0 0.00 298 -14.12 0.1319
2020-01-21 2019-12-31 13F VANGUARD GROWTH GROWTH ETF 922908736 1,903 0 0.00 347 9.81 0.1322
2019-10-17 2019-09-30 13F VANGUARD GROWTH GROWTH ETF 922908736 1,903 0 0.00 316 1.61 0.1335
2019-07-24 2019-06-30 13F VANGUARD GROWTH GROWTH ETF 922908736 1,903 1,903 311 0.1301
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.