Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership34,761 shares
Latest Disclosed Value $ 15,183,386
Sowell Financial Services LLC reports 4.03% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 34,761 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $15,183,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 36,219 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -4.03% 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)
2026-04-20 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 34,761 -1,458 -4.03 15,183 -14.07 0.5615
2026-01-21 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 36,219 -1,075 -2.88 17,670 -1.21 0.6491
2025-10-17 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 37,294 3,603 10.69 17,887 21.10 0.6863
2025-07-14 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 33,691 1,847 5.80 14,770 25.08 0.6015
2025-04-17 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 31,844 -4,598 -12.62 11,808 -21.05 0.5374
2025-02-07 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 36,442 -5,072 -12.22 14,957 -6.16 0.7866
2024-10-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 41,514 -5,558 -11.81 15,938 -9.58 0.7404
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 47,072 -2,132 -4.33 17,627 4.08 0.8417
2024-05-03 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 49,204 352 0.72 16,936 11.52 0.7989
2024-01-24 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 48,852 -7,300 -13.00 15,187 -0.68 0.8227
2023-11-08 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 56,152 9,962 21.57 15,291 16.99 0.9596
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 46,190 43,085 1,387.60 13,070 0.7286
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS ETF 922908736 3,105 -12,662 -80.31 1 -100.00 0.0598
2023-02-09 2022-12-31 13F Vanguard Growth ETF ETF 922908736 15,767 15,767 3 0.2175
2022-05-13 2022-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 0 -11,633 -100.00 0 -100.00
2022-02-09 2021-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 11,633 1,067 10.10 3,733 21.75 0.2141
2021-11-04 2021-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 10,566 10,566 3,066 0.2071
2021-08-05 2021-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 0 -14,374 -100.00 0 -100.00
2021-05-07 2021-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 14,374 5,058 54.29 3,864 63.73 0.1345
2021-01-13 2020-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 9,316 -338 -3.50 2,360 7.42 0.1008
2020-11-12 2020-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 9,654 -20,092 -67.55 2,197 -63.45 0.1097
2020-08-13 2020-06-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 29,746 5,804 24.24 6,011 60.25 0.3304
2020-05-12 2020-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 23,942 15,966 200.18 3,751 158.16 0.2776
2020-02-07 2019-12-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 7,976 1,894 31.14 1,453 43.72 0.1107
2019-11-14 2019-09-30 13F VANGUARD GROWTH INDEX FUND ETF 922908736 6,082 2,234 58.06 1,011 67.94 0.0835
2019-05-15 2019-03-31 13F VANGUARD GROWTH INDEX FUND ETF 922908736 3,848 656 20.55 602 40.33 0.0672
2019-03-05 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,192 3,192 429 0.0608
2018-11-13 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -2,547 -100.00 0 -100.00
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,547 169 7.11 396 16.81 0.0840
2018-05-10 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,378 2,378 339 0.0847
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.