Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership18,656 shares
Latest Disclosed Value $ 8,148,686
Sigma Planning Corp reports 6.12% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 18,656 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $8,148,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 17,580 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 6.12% 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)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,656 1,076 6.12 8,149 -4.99 0.2263
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,580 994 5.99 8,576 7.81 0.2367
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,586 2,120 14.66 7,956 25.43 0.2262
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,466 352 2.49 6,343 21.19 0.1907
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,114 2,593 22.51 5,234 10.68 0.1669
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,521 -679 -5.57 4,729 0.94 0.1485
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,200 -1,085 -8.17 4,684 -5.72 0.1435
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,285 -1,168 -8.08 4,969 -0.12 0.1575
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,453 10,218 241.28 4,975 277.96 0.1564
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,235 -10,355 -70.97 1,317 -66.88 0.1030
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,590 486 3.45 3,973 -0.45 0.1489
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,104 -2,922 -17.16 3,991 -6.03 0.1433
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,026 -289 -1.67 4,247 15.09 0.1411
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,315 4,463 34.73 3,690 34.18 0.1319
2022-11-10 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,852 -549 -4.10 2,750 -7.93 0.1048
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,401 335 2.56 2,987 -20.52 0.1038
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,066 -2,092 -13.80 3,758 -22.74 0.1126
2022-02-02 2021-12-31 13F VANGUARD GROWTH ETF ETF 922908736 15,158 1,461 10.67 4,864 22.40 0.1356
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,697 -738 -5.11 3,974 -4.01 0.1195
2021-08-13 2021-06-30 13F VANGUARD GROWTH ETF ETF 922908736 14,435 1,918 15.32 4,140 28.65 0.1234
2021-05-06 2021-03-31 13F VANGUARD GROWTH ETF ETF 922908736 12,517 -8,538 -40.55 3,218 -39.67 0.1028
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,055 -83 -0.39 5,334 10.87 0.1814
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,138 1,914 9.96 4,811 23.84 0.1904
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,224 2,631 15.86 3,885 49.42 0.1705
2020-05-01 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,593 23 0.14 2,600 -13.88 0.1544
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,570 -924 -5.28 3,019 3.78 0.1274
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,494 -2,088 -10.66 2,909 -9.09 0.1396
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,582 4,349 28.55 3,200 34.28 0.1649
2019-05-01 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,233 4,000 35.61 2,383 57.92 0.1353
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,233 194 1.76 1,509 -15.13 0.1098
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 11,039 828 8.11 1,778 16.21 0.1045
2018-08-02 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,211 388 3.95 1,530 9.76 0.1024
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,823 2,693 37.77 1,394 38.98 0.1019
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 7,130 -2,352 -24.80 1,003 -20.33 0.0773
2017-11-06 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,482 1,078 12.83 1,259 17.88 0.1038
2017-08-02 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,404 -1,607 -16.05 1,068 -12.32 0.1004
2017-04-24 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,011 1,036 11.54 1,218 21.68 0.1179
2017-01-23 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,975 841 10.34 1,001 9.64 0.1094
2016-11-07 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,134 -20,470 -71.56 913 -70.22 0.1082
2016-07-22 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 28,604 1,518 5.60 3,066 6.35 0.3997
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 27,086 -896 -3.20 2,883 -3.16 0.3941
2016-01-20 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 27,982 513 1.87 2,977 8.06 0.4167
2015-11-02 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 27,469 -504 -1.80 2,755 -8.01 0.4365
2015-07-14 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 27,973 -1,088 -3.74 2,995 -1.48 0.4134
2015-04-23 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 29,061 263 0.91 3,040 1.13 0.4027
2015-02-13 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 28,798 28,798 3,006 0.3974
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.