Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionAAFCPAs Wealth Management, LLC
Latest Disclosed Ownership2,180 shares
Latest Disclosed Value $ 952,260
AAFCPAs Wealth Management, LLC reports 3.33% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 8, 2026 - AAFCPAs Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,180 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $952,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,255 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -3.33% 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)
2026-05-08 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,180 -75 -3.33 952 -13.45 0.3906
2026-02-06 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,255 170 8.15 1,100 10.00 0.4639
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,085 -79 -3.65 1,000 5.49 0.4530
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,164 5 0.23 949 18.50 0.4321
2025-05-16 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,159 -26 -1.19 801 -10.71 0.4321
2025-05-19 2024-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 2,185 -19 -0.86 897 5.91 0.4524
2025-02-18 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,185 -19 897 0.4558
2025-05-19 2024-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 2,204 10 0.46 846 3.17 0.4263
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,204 10 846 0.4275
2025-05-19 2024-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 2,194 328 17.58 821 27.73 0.4251
2024-08-01 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,194 328 821 0.4263
2025-05-19 2024-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,866 -53 -2.76 642 7.72 0.3613
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,866 -53 642 0.3624
2025-05-19 2023-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,919 1 0.05 597 14.18 0.3488
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,919 1 597 0.3498
2025-05-19 2023-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,918 -245 -11.33 522 -14.57 0.3355
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,918 -245 522 0.3355
2025-05-19 2023-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 2,163 350 19.31 612 35.18 0.3768
2023-08-10 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,163 350 612 0.3796
2025-05-19 2023-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,813 44 2.49 453 19.89 0.2954
2023-05-05 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,813 44 453 0.2954
2025-05-19 2022-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,769 70 4.12 377 3.86 0.2670
2023-02-07 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,769 70 377 0.2670
2025-05-19 2022-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,699 51 3.09 364 -1.09 0.2900
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,699 51 364 0.2901
2025-05-19 2022-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,648 4 0.24 367 -22.41 0.2766
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,648 4 369 0.2780
2025-05-19 2022-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,644 1 0.06 473 -10.25 0.3111
2022-04-29 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,644 1 473 0.3109
2025-05-19 2021-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,643 -13 -0.79 528 9.79 0.3817
2022-02-10 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,643 -13 526 0.3805
2025-05-19 2021-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,656 3 0.18 480 1.27 0.3649
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,656 3 480 0.3647
2025-05-19 2021-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,653 1 0.06 474 11.79 0.3661
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,653 1 475 0.3666
2025-05-19 2021-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,652 -1 -0.06 425 1.44 0.3607
2021-05-04 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,652 -1 425 0.3609
2025-05-19 2020-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,653 1,653 419 0.3794
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,653 1,653 419 0.3795
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.