Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionLifeSteps Financial, Inc.
Latest Disclosed Ownership3,257 shares
Latest Disclosed Value $ 1,422,796
LifeSteps Financial, Inc. reports 17.27% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 22, 2026 - LifeSteps Financial, Inc. filed a 13F-HR form disclosing ownership of 3,257 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $1,422,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,937 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -17.27% 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)
2026-04-22 2026-03-31 13F VANGUARD GROWTH ETF ETF 922908736 3,257 -680 -17.27 1,423 -25.94 0.9011
2026-01-28 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 3,937 -210 -5.06 1,921 -3.42 1.2292
2025-10-16 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 4,147 -211 -4.84 1,989 4.08 1.2774
2025-07-23 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 4,358 -50 -1.13 1,910 16.89 1.3127
2025-04-23 2025-03-31 13F VANGUARD GROWTH ETF ETF 922908736 4,408 -643 -12.73 1,634 -21.18 1.3255
2025-02-03 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 5,051 -32 -0.63 2,073 6.25 1.5906
2024-10-16 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 5,083 -80 -1.55 1,952 1.04 1.5268
2024-07-17 2024-06-30 13F VANGUARD GROWTH ETF ETF 922908736 5,163 -99 -1.88 1,931 6.63 1.5941
2024-04-26 2024-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,262 -14 -0.27 1,811 10.43 1.3668
2024-01-19 2023-12-31 13F VANGUARD GROWTH ETF ETF 922908736 5,276 2 0.04 1,640 14.21 1.4547
2023-10-25 2023-09-30 13F VANGUARD GROWTH ETF ETF 922908736 5,274 -33 -0.62 1,436 -4.33 1.4614
2023-07-14 2023-06-30 13F VANGUARD GROWTH ETF ETF 922908736 5,307 -63 -1.17 1,502 12.10 1.4844
2023-04-12 2023-03-31 13F VANGUARD GROWTH ETF ETF 922908736 5,370 -1,090 -16.87 1,339 -2.69 1.4213
2023-01-18 2022-12-31 13F VANGUARD GROWTH ETF ETF 922908736 6,460 -163 -2.46 1,377 -2.89 1.4340
2022-10-14 2022-09-30 13F VANGUARD GROWTH ETF ETF 922908736 6,623 -177 -2.60 1,417 -6.53 1.5970
2022-07-13 2022-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 6,800 20 0.29 1,516 -22.26 1.5804
2022-04-12 2022-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 6,780 -29 -0.43 1,950 -10.76 1.4421
2022-01-26 2021-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 6,809 -319 -4.48 2,185 5.66 1.5466
2021-10-06 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,128 1 0.01 2,068 1.17 1.5822
2021-07-09 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,127 -339 -4.54 2,044 6.51 1.5700
2021-04-20 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,466 -189 -2.47 1,919 -1.03 1.6023
2021-01-25 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,655 -555 -6.76 1,939 3.75 1.7788
2020-10-21 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,210 152 1.89 1,869 14.73 1.9718
2020-08-05 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,058 3 0.04 1,629 29.08 1.8807
2020-05-21 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,055 0 0.00 1,262 -13.97 1.4527
2020-01-30 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,055 8,055 1,467 1.3845
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.