Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership221,595 shares
Latest Disclosed Value $ 96,790,600
HCR Wealth Advisors reports 2.01% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 221,595 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $96,790,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 217,235 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2.01% 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)
2026-04-21 2026-03-31 13F Vanguard Growth Index Fund ETF ETF 922908736 221,595 4,360 2.01 96,791 -8.67 10.0368
2026-01-27 2025-12-31 13F Vanguard Growth Index Fund ETF ETF 922908736 217,235 272 0.13 105,981 1.07 10.4964
2025-10-03 2025-09-30 13F Vanguard Growth Index Fund ETF ETF 922908736 216,963 3,643 1.71 104,854 12.12 10.8584
2025-07-17 2025-06-30 13F Vanguard Growth Index Fund ETF ETF 922908736 213,320 5,699 2.74 93,520 21.47 11.0062
2025-04-21 2025-03-31 13F Vanguard Growth Index Fund ETF ETF 922908736 207,621 6,725 3.35 76,990 -6.63 10.0229
2025-01-14 2024-12-31 13F Vanguard Growth Index Fund ETF ETF 922908736 200,896 7,911 4.10 82,456 11.29 10.3305
2024-10-10 2024-09-30 13F Vanguard Growth Index Fund ETF ETF 922908736 192,985 1,757 0.92 74,093 3.60 9.6960
2024-08-07 2024-06-30 13F Vanguard Growth Index Fund ETF ETF 922908736 191,228 1,464 0.77 71,521 9.50 10.2210
2024-05-10 2024-03-31 13F Vanguard Growth Index Fund ETF ETF 922908736 189,764 -5,677 -2.90 65,317 7.50 9.9053
2024-02-09 2023-12-31 13F Vanguard Growth Index Fund ETF ETF 922908736 195,441 44,436 29.43 60,759 47.75 9.5973
2023-10-20 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 151,005 -8,907 -5.57 41,123 -9.12 9.0163
2023-08-10 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 159,912 -648 -0.40 45,249 12.98 8.3801
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 160,560 -2,097 -1.29 40,050 15.54 7.9271
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 162,657 -2,045 -1.24 34,664 -1.63 7.2749
2022-11-07 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 164,702 -1,307 -0.79 35,238 -4.77 7.4877
2022-08-12 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 166,009 -2,613 -1.55 37,002 -23.70 7.4274
2022-05-05 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 168,622 -9,357 -5.26 48,496 -15.09 7.9265
2022-02-04 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 177,979 17,466 10.88 57,114 22.63 8.8524
2021-11-02 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 160,513 926 0.58 46,576 1.76 7.7726
2021-07-21 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 159,587 -2,351 -1.45 45,771 9.96 7.9457
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 161,938 297 0.18 41,625 1.65 8.2302
2021-02-04 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 161,641 9,268 6.08 40,950 17.84 8.5704
2020-11-05 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 152,373 -31,740 -17.24 34,751 -7.54 7.9454
2020-07-30 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 184,113 -8,610 -4.47 37,586 24.47 8.8193
2020-05-08 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 192,723 -5,623 -2.83 30,198 -16.43 8.6387
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 198,346 4,529 2.34 36,133 11.88 8.7654
2019-11-07 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 193,817 -1,694 -0.87 32,297 1.10 10.7224
2019-07-25 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 195,511 58,106 42.29 31,945 48.64 9.0840
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 137,405 -140,675 -50.59 21,491 -42.47 6.1749
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 278,080 2,869 1.04 37,354 -9.72 12.0675
2018-11-08 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 275,211 175,088 174.87 41,374 172.81 13.4775
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 100,123 15,708 18.61 15,166 26.63 4.9763
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 84,415 8,421 11.08 11,977 12.05 4.1536
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 75,994 15,503 25.63 10,689 33.11 3.7337
2017-11-13 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 60,491 60,491 8,030 3.3798
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.