Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership345,470 shares
Latest Disclosed Value $ 150,898,034
Sequoia Financial Advisors, LLC reports 11.71% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 345,470 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $150,898,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 309,261 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 11.71% 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)
2026-04-30 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 345,470 36,209 11.71 150,898 0.01 0.8439
2026-02-03 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 309,261 41,472 15.49 150,877 17.47 0.8414
2025-10-29 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 267,789 100,566 60.14 128,434 75.19 0.7803
2025-07-25 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 167,223 -2,870 -1.69 73,311 16.23 0.5019
2025-04-23 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 170,093 -5,539 -3.15 63,074 -12.50 0.4868
2025-08-08 2024-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 175,632 14,194 8.79 72,087 16.30 0.6935
2025-02-07 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 175,632 14,194 72,087 0.6964
2024-10-21 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 161,438 6,564 4.24 61,981 6.90 0.6649
2024-07-15 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 154,874 7,656 5.20 57,983 14.43 0.6986
2024-04-30 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 147,218 -69,475 -32.06 50,673 -24.78 0.6301
2024-01-26 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 216,693 57,401 36.04 67,366 55.30 0.8354
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 159,292 -794 -0.50 43,377 -4.24 0.7605
2023-08-08 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 160,086 154,266 2,650.62 45,298 3,021.78 0.7771
2023-04-25 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,820 -477 -7.58 1,452 8.20 0.0323
2023-02-10 2022-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 6,297 2,039 47.89 1,342 47.20 0.0330
2023-01-18 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,294 2,036 1,341 0.0303
2022-10-26 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,258 -27 -0.63 911 -4.61 0.0287
2022-07-22 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,285 -20 -0.46 955 -22.86 0.0270
2022-05-13 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,305 555 14.80 1,238 2.91 0.0309
2022-02-22 2021-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 3,750 3,750 1,203 0.0328
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,750 3,750 1,203 0.0220
2021-10-26 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -3,923 -100.00 0 -100.00
2021-07-27 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,923 1,093 38.62 1,125 54.75 0.0410
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,830 206 7.85 727 9.32 0.0304
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,624 3 0.11 665 11.39 0.0304
2020-10-23 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,621 44 1.71 597 14.59 0.0315
2020-08-25 2020-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 2,577 -701 -21.38 521 1.36 0.0308
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -3,278 521 30,849.7782
2020-05-11 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,278 51 1.58 514 -12.59 0.0380
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,227 504 18.51 588 29.80 0.0373
2019-10-22 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,723 83 3.14 453 5.10 0.0328
2019-07-31 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,640 322 13.89 431 18.73 0.0321
2019-05-13 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,318 -72 -3.01 363 13.08 0.0298
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,390 787 49.10 321 24.42 0.0371
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,603 1,603 258 0.0256
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.