Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership108,645 shares
Latest Disclosed Value $ 47,455,183
Foundations Investment Advisors, LLC reports 2.97% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 108,645 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $47,455,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 111,967 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -2.97% 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)
2026-05-11 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 108,645 -3,322 -2.97 47,455 -13.12 0.2942
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 111,967 -3,096 -2.69 54,624 -1.02 0.7159
2025-11-03 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 115,063 20,033 21.08 55,185 32.47 0.8019
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 95,030 20,474 27.46 41,661 50.69 0.6579
2025-05-07 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 74,556 -24,883 -25.02 27,647 -32.26 0.5104
2025-01-22 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 99,439 30,719 44.70 40,814 54.69 0.7876
2024-10-21 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 68,720 -11,696 -14.54 26,384 -12.28 0.5544
2024-08-02 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 80,416 6,082 8.18 30,076 17.55 0.7299
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 74,334 15,617 26.60 25,586 35.01 0.6698
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 58,717 -8,156 -12.20 18,952 4.07 0.5087
2023-10-05 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 66,873 30,014 81.43 18,210 74.61 0.5607
2023-07-19 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 36,859 1,239 3.48 10,430 17.38 0.3453
2023-04-25 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 35,620 12,452 53.75 8,885 79.97 0.3176
2023-01-11 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 23,168 12,548 118.15 4,937 117.30 0.1964
2022-10-19 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,620 164 1.57 2,272 -5.61 0.0991
2022-07-08 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,456 6,029 136.19 2,407 101.25 0.1006
2022-04-19 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,427 -4,988 -52.98 1,196 -58.84 0.0463
2022-01-21 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,415 9,415 2,906 0.1094
2021-10-13 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -5,506 -100.00 0 -100.00
2021-07-14 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,506 -234 -4.08 1,613 5.22 0.0774
2021-04-09 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,740 750 15.03 1,533 19.58 0.0885
2021-01-13 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,990 4,990 1,282 0.0843
2020-04-06 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -283,868 -100.00 0 -100.00
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 283,868 -69,743 -19.72 52,430 -9.39 6.4456
2019-10-07 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 353,611 36,858 11.64 57,865 9.36 7.5874
2019-07-08 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 316,753 314,420 13,477.07 52,910 14,395.89 7.9472
2019-04-08 2019-03-31 13F VANGUARD INDEX FDS SHORT S&P 500 NE 922908736 2,333 2,333 365 0.0634
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.