Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership21,997 shares
Latest Disclosed Value $ 9,607,869
Cornerstone Wealth Management, LLC reports 0.83% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 21,997 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $9,607,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 21,815 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 0.83% 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)
2026-04-23 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,997 182 0.83 9,608 -9.73 0.4806
2026-02-05 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,815 -1,057 -4.62 10,643 -2.98 0.5536
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,872 14 0.06 10,970 9.46 0.6059
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,858 -124 -0.54 10,021 17.59 0.6084
2025-04-18 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,982 -855 -3.59 8,522 -12.89 0.5768
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,837 -33 -0.14 9,784 6.75 0.6605
2024-10-16 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,870 -321 -1.33 9,164 1.29 0.6452
2024-07-16 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,191 -169 -0.69 9,048 7.91 0.6962
2024-04-19 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,360 -581 -2.33 8,385 8.14 0.6788
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,941 -1,663 -6.25 7,754 7.01 0.6668
2023-11-07 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,604 -5,902 -18.16 7,245 -21.22 0.6839
2023-07-14 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,506 520 1.63 9,198 15.28 0.8214
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 31,986 -341 -1.05 7,979 15.36 0.7836
2022-10-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,327 239 0.74 6,916 -3.30 0.7700
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,088 -138 -0.43 7,152 -22.83 0.7928
2022-04-21 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,226 -393 -1.20 9,268 -11.45 0.9006
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,619 -370 -1.12 10,466 9.34 0.9977
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 32,989 -91 -0.28 9,572 0.89 1.0184
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 33,080 -1,776 -5.10 9,488 5.90 0.9987
2021-04-30 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 34,856 -726 -2.04 8,959 -0.61 1.0596
2021-01-29 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 35,582 -4,268 -10.71 9,014 -0.62 1.1316
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 39,850 -4,348 -9.84 9,070 1.55 1.3445
2020-07-16 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 44,198 -7,601 -14.67 8,932 10.05 1.4447
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,799 -2,727 -5.00 8,116 -18.29 1.5647
2020-02-20 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 54,526 -1,097 -1.97 9,933 7.40 1.6093
2019-10-28 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,623 -1,191 -2.10 9,249 -0.45 1.6317
2019-08-02 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 56,814 -4,100 -6.73 9,291 36.91 1.6688
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 60,914 1,791 3.03 6,786 -14.51 0.8242
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 59,123 -6,960,473 -99.16 7,938 -84.81 1.6954
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,019,596 -1,475,267 -17.37 52,257 -7.50 0.6576
2018-07-20 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,494,863 8,439,654 15,286.74 56,492 639.33 0.6371
2018-04-24 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,209 1,844 3.46 7,641 -1.66 1.4577
2018-02-09 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 53,365 1,108 2.12 7,770 10.67 1.4581
2017-11-14 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 52,257 383 0.74 7,021 6.14 1.4549
2017-08-11 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,874 554 1.08 6,615 6.44 1.4836
2017-05-11 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,320 1,535 3.08 6,215 11.18 1.5370
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 49,785 3,046 6.52 5,590 7.21 1.7928
2016-10-31 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 46,739 2,128 4.77 5,214 8.81 1.9251
2016-05-16 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 44,611 44,611 4,792 3.6390
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.