Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership3,733 shares
Latest Disclosed Value $ 1,630,680
Winch Advisory Services, LLC reports 55.28% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 3,733 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $1,630,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,404 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 55.28% 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)
2026-04-30 2026-03-31 13F VANGUARD GROWTH ETF ETF 922908736 3,733 1,329 55.28 1,631 39.08 0.3722
2026-02-03 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 2,404 77 3.31 1,173 5.02 0.2594
2025-11-12 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 2,327 233 11.13 1,116 21.57 0.2512
2025-08-07 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 2,094 189 9.92 918 30.03 0.2242
2025-05-06 2025-03-31 13F VANGUARD GROWTH ETF ETF 922908736 1,905 43 2.31 706 -7.59 0.1868
2025-01-14 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 1,862 105 5.98 764 13.35 0.1988
2024-10-21 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 1,757 774 78.74 675 83.65 0.1866
2024-07-31 2024-06-30 13F VANGUARD GROWTH ETF ETF 922908736 983 365 59.06 368 73.11 0.1051
2024-05-14 2024-03-31 13F VANGUARD GROWTH ETF ETF 922908736 618 202 48.56 213 64.34 0.0649
2024-01-18 2023-12-31 13F VANGUARD GROWTH ETF ETF 922908736 416 200 92.59 129 0.0429
2023-11-06 2023-09-30 13F VANGUARD GROWTH ETF ETF 922908736 216 95 78.51 0 0.0216
2023-08-08 2023-06-30 13F VANGUARD GROWTH ETF ETF 922908736 121 0 0.00 0 0.0122
2023-05-10 2023-03-31 13F VANGUARD GROWTH ETF ETF 922908736 121 -78 -39.20 0 0.0116
2023-01-26 2022-12-31 13F VANGUARD GROWTH ETF ETF 922908736 199 62 45.26 0 -100.00 0.0179
2022-10-31 2022-09-30 13F VANGUARD GROWTH ETF ETF 922908736 137 64 87.67 29 81.25 0.0125
2022-08-12 2022-06-30 13F VANGUARD GROWTH ETF ETF 922908736 73 -1 -1.35 16 -23.81 0.0065
2022-04-26 2022-03-31 13F VANGUARD GROWTH ETF ETF 922908736 74 0 0.00 21 -12.50 0.0073
2022-02-04 2021-12-31 13F VANGUARD GROWTH ETF ETF 922908736 74 -35 -32.11 24 -25.00 0.0079
2021-11-10 2021-09-30 13F VANGUARD GROWTH ETF ETF 922908736 109 0 0.00 32 3.23 0.0112
2021-08-05 2021-06-30 13F VANGUARD GROWTH ETF ETF 922908736 109 0 0.00 31 10.71 0.0111
2021-05-03 2021-03-31 13F VANGUARD GROWTH ETF ETF 922908736 109 75 220.59 28 211.11 0.0112
2021-02-09 2020-12-31 13F VANGUARD GROWTH ETF ETF 922908736 34 0 0.00 9 12.50 0.0037
2020-11-04 2020-09-30 13F VANGUARD GROWTH ETF ETF 922908736 34 0 0.00 8 14.29 0.0034
2020-08-12 2020-06-30 13F VANGUARD GROWTH ETF ETF 922908736 34 0 0.00 7 40.00 0.0033
2020-05-13 2020-03-31 13F VANGUARD GROWTH ETF ETF 922908736 34 0 0.00 5 -16.67 0.0025
2020-02-12 2019-12-31 13F VANGUARD GROWTH ETF ETF 922908736 34 -181 -84.19 6 -83.33 0.0028
2019-11-13 2019-09-30 13F VANGUARD GROWTH ETF ETF 922908736 215 215 36 0.0187
2017-11-13 2017-09-30 13F Vanguard Growth ETF ETF 922908736 0 -25,173 -100.00 0 -100.00
2017-08-07 2017-06-30 13F Vanguard Growth ETF ETF 922908736 25,173 2,303 10.07 3,198 14.95 2.0124
2017-05-01 2017-03-31 13F VANGUARD CRSP US LARGE CAP GROW IND ETF ETF 922908736 22,870 22,870 2,782 1.7654
2015-11-13 2015-09-30 13F VANGUARD CRSP US LARGE CAP GROW IND ETF ETF 922908736 0 -20,366 -100.00 0 -100.00
2015-08-11 2015-06-30 13F VANGUARD CRSP US LARGE CAP GROW IND ETF ETF 922908736 20,366 20,338 72,635.71 2,180 72,566.67 1.1915
2015-05-14 2015-03-31 13F VANGUARD CRSP US LARGE CAP GROW IND ETF ETF 922908736 28 28 0.00 3 0.0017
2014-11-14 2014-09-30 13F Vanguard Growth ETF GRWT ETF 922908736 0 -379 -100.00 0 -100.00
2014-08-15 2014-06-30 13F Vanguard Growth ETF GRWT ETF 922908736 379 1 0.26 38 8.57 0.0223
2014-05-14 2014-03-31 13F Vanguard Growth ETF GRWT ETF 922908736 378 378 35 0.0222
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.