Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership149 shares
Latest Disclosed Value $ 65,082
Atwood & Palmer Inc ownership in VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 149 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $65,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 149 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F VANGUARD INDEX FDS COM 922908736 149 0 0.00 65 -9.72 0.0037
2026-01-28 2025-12-31 13F VANGUARD INDEX FDS COM 922908736 149 -400 -72.86 73 -72.62 0.0041
2025-10-15 2025-09-30 13F VANGUARD INDEX FDS COM 922908736 549 89 19.35 263 30.85 0.0155
2025-07-08 2025-06-30 13F VANGUARD INDEX FDS COM 922908736 460 0 0.00 202 18.24 0.0126
2025-04-15 2025-03-31 13F VANGUARD INDEX FDS COM 922908736 460 0 0.00 171 -9.57 0.0118
2025-01-16 2024-12-31 13F VANGUARD INDEX FDS COM 922908736 460 0 0.00 189 6.82 0.0129
2024-10-07 2024-09-30 13F VANGUARD INDEX FDS COM 922908736 460 0 0.00 177 2.33 0.0120
2024-07-10 2024-06-30 13F VANGUARD INDEX FDS COM 922908736 460 0 0.00 172 8.86 0.0130
2024-04-10 2024-03-31 13F VANGUARD INDEX FDS COM 922908736 460 -435 -48.60 158 -43.17 0.0120
2024-01-12 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 895 875 4,375.00 278 5,460.00 0.0225
2023-10-20 2023-09-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 5 0.00 0.0005
2023-07-18 2023-06-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 6 25.00 0.0005
2023-04-21 2023-03-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 5 0.00 0.0005
2023-01-31 2022-12-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 4 0.00 0.0004
2022-10-12 2022-09-30 13F VANGUARD INDEX FDS COM 922908736 20 -727 -97.32 4 -97.59 0.0004
2022-07-21 2022-06-30 13F VANGUARD INDEX FDS COM 922908736 747 727 3,635.00 166 2,666.67 0.0162
2022-04-29 2022-03-31 13F VANGUARD INDEX FDS COM 922908736 20 -121 -85.82 6 -86.67 0.0005
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS COM 922908736 141 0 0.00 45 9.76 0.0038
2021-10-29 2021-09-30 13F/A-1 VANGUARD INDEX FDS COM 922908736 141 121 605.00 41 583.33 0.0037
2021-10-19 2021-09-30 13F VANGUARD INDEX FDS COM 922908736 141 121 41 0.0037
2021-07-26 2021-06-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 6 20.00 0.0005
2021-04-26 2021-03-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 5 0.00 0.0005
2021-02-04 2020-12-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 5 0.00 0.0005
2020-10-28 2020-09-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 5 25.00 0.0006
2020-07-24 2020-06-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 4 33.33 0.0005
2020-04-20 2020-03-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 3 -25.00 0.0005
2020-02-05 2019-12-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 4 33.33 0.0005
2019-10-21 2019-09-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 3 0.00 0.0004
2019-07-17 2019-06-30 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 3 0.00 0.0004
2019-04-23 2019-03-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 3 0.00 0.0004
2019-02-01 2018-12-31 13F VANGUARD INDEX FDS COM 922908736 20 0 0.00 3 0.00 0.0005
2018-10-29 2018-09-30 13F VANGUARD INDEX FDS COM 922908736 20 20 3 0.0004
2017-04-28 2017-03-31 13F VANGUARD INDEX FDS COM 922908736 0 -2,800 -100.00 0 -100.00
2017-02-06 2016-12-31 13F VANGUARD INDEX FDS COM 922908736 2,800 0 0.00 312 -0.64 0.0561
2016-11-08 2016-09-30 13F VANGUARD INDEX FDS COM 922908736 2,800 0 0.00 314 4.67 0.0570
2016-07-21 2016-06-30 13F VANGUARD INDEX FDS COM 922908736 2,800 0 0.00 300 0.67 0.0542
2016-04-28 2016-03-31 13F VANGUARD INDEX FDS COM 922908736 2,800 -3,086 -52.43 298 -52.40 0.0530
2016-01-28 2015-12-31 13F VANGUARD INDEX FDS COM 922908736 5,886 286 5.11 626 11.39 0.1188
2015-11-12 2015-09-30 13F VANGUARD INDEX FDS COM 922908736 5,600 0 0.00 562 -6.18 0.1097
2015-07-31 2015-06-30 13F VANGUARD INDEX FDS COM 922908736 5,600 0 0.00 599 2.22 0.1077
2015-05-05 2015-03-31 13F VANGUARD INDEX FDS COM 922908736 5,600 0 0.00 586 0.17 0.1046
2015-02-17 2014-12-31 13F VANGUARD INDEX FDS COM 922908736 5,600 0 0.00 585 4.84 0.1092
2014-12-02 2014-09-30 13F/A-1 VANGUARD INDEX FDS COM 922908736 5,600 0 0.00 558 6.69 0.1054
2014-11-12 2014-09-30 13F VANGUARD INDEX FDS COM 922908736 5,600 0 558 0.1022
2014-04-11 2014-03-31 13F Vanguard Growth COM 922908736 5,600 0 0.00 523 0.38 0.1223
2014-01-17 2013-12-31 13F Vanguard Growth COM 922908736 5,600 0 0.00 521 9.92 0.1285
2013-10-09 2013-09-30 13F Vanguard Growth COM 922908736 5,600 5,600 474 0.1308
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.