Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionCrestwood Advisors Group LLC
Latest Disclosed Ownership6,983 shares
Latest Disclosed Value $ 3,050,105
Crestwood Advisors Group LLC reports 2.51% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 5, 2026 - Crestwood Advisors Group LLC filed a 13F-HR form disclosing ownership of 6,983 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $3,050,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 6,812 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2.51% 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)
2026-05-05 2026-03-31 13F VANGUARD GROWTH ETF ETF 922908736 6,983 171 2.51 3,050 -8.22 0.0511
2026-02-03 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 6,812 680 11.09 3,323 13.03 0.0551
2025-11-07 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 6,132 876 16.67 2,941 27.60 0.0500
2025-08-05 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 5,256 39 0.75 2,304 19.13 0.0413
2025-05-05 2025-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,217 26 0.50 1,935 -9.20 0.0368
2025-02-04 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 5,191 146 2.89 2,131 10.02 0.0399
2024-10-30 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 5,045 182 3.74 1,937 6.49 0.0370
2024-08-01 2024-06-30 13F VANGUARD GROWTH ETF ETF 922908736 4,863 -222 -4.37 1,819 3.89 0.0376
2024-05-08 2024-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,085 -37 -0.72 1,750 9.92 0.0382
2024-02-13 2023-12-31 13F/A-1 VANGUARD GROWTH ETF ETF 922908736 5,122 2,323 82.99 1,592 108.92 0.0371
2024-01-29 2023-12-31 13F VANGUARD GROWTH ETF ETF 922908736 5,122 2,323 1,592 0.0370
2023-11-15 2023-09-30 13F VANGUARD GROWTH ETF ETF 922908736 2,799 -501 -15.18 762 -18.33 0.0200
2023-08-15 2023-06-30 13F VANGUARD GROWTH ETF ETF 922908736 3,300 103 3.22 934 17.06 0.0294
2023-05-12 2023-03-31 13F VANGUARD GROWTH ETF ETF 922908736 3,197 100 3.23 797 20.76 0.0266
2023-02-14 2022-12-31 13F VANGUARD GROWTH ETF ETF 922908736 3,097 -20 -0.64 660 -1.05 0.0225
2022-10-26 2022-09-30 13F VANGUARD GROWTH ETF ETF 922908736 3,117 36 1.17 667 -2.91 0.0237
2022-07-07 2022-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,081 269 9.57 687 -15.08 0.0231
2022-04-12 2022-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,812 -170 -5.70 809 -15.46 0.0227
2022-02-15 2021-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,982 13 0.44 957 11.02 0.0248
2021-11-03 2021-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,969 -75 -2.46 862 -1.26 0.0244
2021-08-13 2021-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,044 340 12.57 873 25.61 0.0253
2021-04-21 2021-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,704 -335 -11.02 695 -9.74 0.0218
2021-02-09 2020-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,039 -120 -3.80 770 7.09 0.0254
2020-10-06 2020-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,159 989 45.58 719 63.78 0.0270
2020-08-14 2020-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,170 -151 -6.51 439 20.60 0.0176
2020-05-15 2020-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,321 -479 -17.11 364 -28.63 0.0181
2020-02-12 2019-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,800 49 1.78 510 11.60 0.0202
2019-11-13 2019-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,751 -131 -4.55 457 -2.97 0.0201
2019-08-14 2019-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,882 40 1.41 471 5.84 0.0213
2019-05-09 2019-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 2,842 -245 -7.94 445 7.23 0.0319
2019-02-14 2018-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,087 -384 -11.06 415 -25.76 0.0330
2018-11-14 2018-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,471 0 0.00 559 3.52 0.0392
2018-08-14 2018-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,471 -530 -13.25 540 -4.93 0.0393
2018-05-14 2018-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 4,001 111 2.85 568 3.84 0.0445
2018-01-11 2017-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,890 291 8.09 547 14.44 0.0435
2017-11-20 2017-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,599 -94 -2.55 478 -1.04 0.0410
2017-07-31 2017-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,693 3,191 635.66 483 666.67 0.0411
2017-05-03 2017-03-31 13F/A-1 VANGUARD GROWTH INDEX FUND ETF 922908736 502 502 63 0.0056
2017-04-24 2017-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 502 61 0.0059
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.