Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership677,349 shares
Latest Disclosed Value $ 295,859,385
Wealthspire Advisors, LLC reports 12.91% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 677,349 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $295,859,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 599,927 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 12.91% 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 677,349 77,422 12.91 295,859 1.09 2.3234
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 599,927 -322,957 -34.99 292,681 -33.88 2.3292
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 922,884 25,908 2.89 442,625 12.56 2.3143
2025-08-11 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 896,976 -22,580 -2.46 393,234 15.32 2.2098
2025-05-09 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 919,556 463,025 101.42 340,990 81.98 2.0372
2025-02-04 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 456,531 110,806 32.05 187,379 41.17 1.8623
2024-11-13 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 345,725 23,073 7.15 132,734 9.99 1.3504
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 322,652 11,885 3.82 120,675 12.82 1.5454
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 310,767 -2,398 -0.77 106,966 9.87 1.4267
2024-02-07 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 313,165 -5,668 -1.78 97,357 12.13 1.3830
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 318,833 34,569 12.16 86,822 7.94 1.4337
2023-08-01 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 284,264 15,204 5.65 80,435 19.85 1.3146
2023-05-09 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 269,060 -97,339 -26.57 67,114 -14.05 1.1519
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 366,399 188,240 105.66 78,083 104.85 1.4209
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 178,159 94,944 114.09 38,117 105.50 0.7967
2022-08-09 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 83,215 18,389 28.37 18,548 -0.51 0.3878
2022-05-09 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 64,826 14,260 28.20 18,644 14.89 0.4194
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 50,566 -1,138 -2.20 16,227 8.16 0.3590
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,704 717 1.41 15,003 2.59 0.3113
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 50,987 -1,958 -3.70 14,624 7.46 0.3844
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 52,945 2,103 4.14 13,609 5.66 0.3230
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 50,842 28,353 126.07 12,880 151.61 0.3833
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,489 2,422 12.07 5,119 26.24 0.3043
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,067 -7,217 -26.45 4,055 -5.15 0.2824
2020-05-12 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 27,284 27,284 4,275 0.1792
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.