Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership166,095 shares
Latest Disclosed Value $ 72,548,591
Inspirion Wealth Advisors, Llc reports 17.20% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 166,095 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $72,548,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 141,720 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 17.20% 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)
2026-04-08 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 166,095 24,375 17.20 72,549 4.93 9.0328
2026-01-09 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 141,720 12,528 9.70 69,139 39.39 8.4656
2025-10-06 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 129,192 -903 -0.69 49,601 -13.03 6.9414
2025-07-09 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 130,095 -1,431 -1.09 57,034 16.94 7.5490
2025-04-09 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 131,526 -1,837 -1.38 48,772 -11.47 6.7745
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 133,363 4,171 3.23 55,088 11.06 7.6942
2024-10-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 129,192 592 0.46 49,601 3.12 6.9357
2024-07-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 128,600 2,102 1.66 48,098 10.47 7.3575
2024-04-12 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 126,498 2,092 1.68 43,541 14.53 7.1950
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 124,406 848 0.69 38,016 12.99 6.8513
2023-10-13 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 123,558 649 0.53 33,646 -3.26 6.5614
2023-07-20 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 122,909 5,514 4.70 34,778 18.77 6.6635
2023-04-07 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 117,395 797 0.68 29,283 17.85 5.8729
2023-01-18 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 116,598 -4,689 -3.87 24,848 -4.24 5.2643
2022-10-19 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 121,287 1,453 1.21 25,949 -2.85 5.8520
2022-07-27 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 119,834 6,264 5.52 26,710 -18.23 5.8624
2022-04-14 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 113,570 4,174 3.82 32,663 -6.96 6.6860
2022-01-21 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 109,396 1,759 1.63 35,105 12.40 7.3995
2021-10-08 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 107,637 3,891 3.75 31,233 4.97 7.1851
2021-07-16 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 103,746 4,624 4.66 29,755 16.79 7.3324
2021-04-15 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 99,122 4,285 4.52 25,478 6.04 6.7538
2021-01-22 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 94,837 1,007 1.07 24,026 12.50 6.7627
2020-10-14 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 93,830 2,118 2.31 21,357 15.23 7.3391
2020-07-09 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 91,712 211 0.23 18,534 29.27 7.2765
2020-04-23 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 91,501 5,893 6.88 14,337 -8.07 7.0758
2020-01-14 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 85,608 -1,302 -1.50 15,595 7.92 5.2646
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,910 -2,781 -3.10 14,451 -1.39 6.3295
2019-07-15 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 89,691 -1,838 -2.01 14,655 2.36 6.3285
2019-04-16 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 91,529 -1,041 -1.12 14,317 15.13 6.3400
2019-01-22 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 92,570 943 1.03 12,435 -15.73 6.2080
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 91,627 -4,807 -4.98 14,756 2.14 6.2571
2018-07-19 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 96,434 521 0.54 14,447 6.17 6.8053
2018-04-18 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 95,913 -148,140 -60.70 13,608 -60.36 6.6509
2018-01-16 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 244,053 -2,323 -0.94 34,326 4.95 16.6694
2017-11-14 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 246,376 5,512 2.29 32,706 6.89 16.5855
2017-07-19 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 240,864 1,188 0.50 30,599 4.94 16.6099
2017-05-09 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 239,676 16,989 7.63 29,159 17.46 16.4976
2017-01-31 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 222,687 5,721 2.64 24,825 1.90 15.7436
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 216,966 -677 -0.31 24,363 4.42 15.8014
2016-08-02 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 217,643 9,831 4.73 23,331 5.47 15.2478
2016-04-27 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 207,812 6,730 3.35 22,122 3.41 15.5052
2016-01-13 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 201,082 69 0.03 21,393 6.12 15.6958
2015-10-21 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 201,013 9,929 5.20 20,160 -1.45 15.9219
2015-08-07 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 191,084 15,912 9.08 20,456 11.63 15.1282
2015-06-02 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 175,172 57,174 48.45 18,325 48.77 14.7500
2015-02-13 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 117,998 117,998 12,318 11.4176
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.