Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionAPCM Wealth Management for Individuals
Latest Disclosed Ownership2,333 shares
Latest Disclosed Value $ 1,019,031
APCM Wealth Management for Individuals reports 6.63% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 24, 2026 - APCM Wealth Management for Individuals filed a 13F-HR form disclosing ownership of 2,333 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $1,019,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,188 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 6.63% 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)
2026-04-24 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,333 145 6.63 1,019 -4.50 0.1224
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,188 -68 -3.01 1,067 -1.39 0.1359
2025-10-31 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,256 25 1.12 1,082 10.63 0.1415
2025-07-29 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,231 -14 -0.62 978 17.55 0.1401
2025-05-01 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,245 -184 -7.58 832 -16.47 0.1304
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,429 -10 -0.41 997 6.41 0.1550
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,439 -1 -0.04 936 2.63 0.1405
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,440 -36 -1.45 913 7.04 0.1416
2024-04-18 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,476 -111 -4.29 852 5.97 0.1288
2024-01-16 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,587 -158 -5.76 804 7.63 0.1339
2023-10-31 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,745 -221 -7.45 747 -10.97 0.1191
2023-07-28 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,966 -52 -1.72 839 11.57 0.1323
2023-05-09 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,018 -43 -1.40 753 15.34 0.1259
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,061 -180 -5.55 652 -5.92 0.1170
2022-10-24 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,241 -368 -10.20 693 -13.81 0.1355
2022-07-15 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,609 405 12.64 804 -12.70 0.1608
2022-04-11 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,204 -240 -6.97 921 -16.65 0.1684
2022-01-19 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,444 270 8.51 1,105 19.98 0.1959
2021-10-21 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,174 -44 -1.37 921 -0.22 0.1767
2021-07-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,218 0 0.00 923 11.61 0.1801
2021-04-13 2021-03-31 13F VANGUARD INDEX FDS COM 922908736 3,218 -189 -5.55 827 -4.17 0.1632
2021-01-12 2020-12-31 13F VANGUARD INDEX FDS COM 922908736 3,407 -73 -2.10 863 8.96 0.1760
2020-10-06 2020-09-30 13F VANGUARD INDEX FDS COM 922908736 3,480 -15 -0.43 792 12.18 0.1746
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS COM 922908736 3,495 -347 -9.03 706 17.28 0.1666
2020-05-15 2020-03-31 13F VANGUARD INDEX FDS COM 922908736 3,842 122 3.28 602 -11.21 0.1668
2020-02-11 2019-12-31 13F VANGUARD INDEX FDS COM 922908736 3,720 3,720 678 0.1082
2019-11-15 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -3,805 -100.00 0 -100.00
2019-08-16 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,805 0 0.00 595 0.00 0.0637
2019-05-16 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,805 -193 -4.83 595 10.80 0.0637
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,998 3,998 537 0.1668
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.