Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionNorthwest Wealth Management, Llc
Latest Disclosed Ownership1,934 shares
Latest Disclosed Value $ 844,896
Northwest Wealth Management, Llc reports 1.15% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 14, 2026 - Northwest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,934 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $844,896 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,912 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 1.15% 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)
2026-04-14 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,934 22 1.15 845 -9.44 0.1270
2026-01-14 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,912 -120 -5.91 933 -4.31 0.1468
2025-10-14 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,032 -7 -0.34 975 8.95 0.1606
2025-07-17 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,039 -49 -2.35 894 15.50 0.1616
2025-04-25 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,088 -79 -3.65 774 -12.94 0.1542
2025-02-10 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,167 47 2.22 890 9.21 0.1885
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,120 170 8.72 814 11.66 0.1899
2024-08-05 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,950 -143 -6.83 729 1.25 0.1888
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,093 -16 -0.76 721 9.92 0.1975
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,109 687 48.31 656 69.25 0.1975
2023-11-01 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,422 -10 -0.70 387 -4.44 0.1394
2023-08-07 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,432 -697 -32.74 405 -23.73 0.1469
2023-05-10 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,129 71 3.45 531 21.23 0.2028
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,058 -241 -10.48 439 -10.98 0.1877
2022-10-27 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,299 -266 -10.37 492 -13.99 0.2174
2022-07-26 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,565 -826 -24.36 572 -41.33 0.2480
2022-04-29 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,391 2,066 155.92 975 129.41 0.4777
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,325 -128 -8.81 425 0.71 0.1976
2021-10-20 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,453 68 4.91 422 6.30 0.2095
2021-08-02 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,385 -40 -2.81 397 8.47 0.2101
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,425 41 2.96 366 4.27 0.2295
2021-01-28 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,384 -160 -10.36 351 0.00 0.2423
2020-10-19 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,544 0 0.00 351 12.50 0.2912
2020-07-13 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,544 -253 -14.08 312 10.64 0.2722
2020-04-29 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,797 -665 -27.01 282 -37.05 0.2854
2020-01-14 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,462 -1,148 -31.80 448 -25.33 0.4106
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,610 -45 -1.23 600 0.50 0.4925
2019-07-23 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,655 -374 -9.28 597 -5.24 0.4816
2019-04-12 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,029 -112 -2.70 630 13.31 0.4749
2019-01-23 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,141 -408 -8.97 556 -24.15 0.4707
2018-10-11 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,549 -146 -3.11 733 4.27 0.5487
2018-07-10 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,695 -155 -3.20 703 2.18 0.5284
2018-04-13 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,850 1 0.02 688 0.88 0.5111
2018-01-31 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,849 -90 -1.82 682 3.96 0.5555
2017-10-30 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,939 -379 -7.13 656 -2.96 0.9177
2017-07-24 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,318 182 3.54 676 8.16 0.6172
2017-05-02 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,136 -1,244 -19.50 625 -12.10 0.5785
2017-02-10 2016-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 6,380 6,380 711 0.7245
2017-02-09 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,522 7,522 845 0.8973
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.