Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership619 shares
Latest Disclosed Value $ 270,452
Stony Point Wealth Management Inc. reports 6.50% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 619 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $270,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 662 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -6.50% 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)
2026-05-01 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 619 -43 -6.50 270 -16.41 0.1075
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 662 -16 -2.36 323 -0.62 0.1209
2025-10-10 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 325 9.43 0.1314
2025-07-09 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 297 18.33 0.1264
2025-04-11 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 251 -9.71 0.1070
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 278 6.92 0.1103
2024-10-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 260 2.77 0.1097
2024-07-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 254 8.58 0.1100
2024-04-18 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 0 0.00 233 10.95 0.1015
2024-01-10 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 678 211 0.0976
2022-04-14 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -678 -100.00 0 -100.00
2022-02-02 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 678 678 218 0.1155
2021-10-14 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -1,197 -100.00 0 -100.00
2021-07-29 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,197 -366 -23.42 343 -14.68 0.2224
2021-04-27 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,563 -671 -30.04 402 -28.98 0.2840
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,234 -699 -23.83 566 -15.27 0.4112
2020-11-10 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,933 -693 -19.11 668 -8.87 0.5285
2020-08-12 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,626 -201 -5.25 733 22.37 0.6203
2020-04-09 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,827 -95 -2.42 599 -16.22 0.6340
2020-01-13 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,922 -405 -9.36 715 -0.56 0.6186
2019-10-15 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,327 -178 -3.95 719 -4.77 0.6800
2019-07-23 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,505 39 0.87 755 8.01 0.6922
2019-04-22 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,466 287 6.87 699 24.60 0.6071
2019-01-14 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,179 209 5.26 561 -12.21 0.5281
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,970 -126 -3.08 639 4.07 0.5003
2018-07-23 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,096 4 0.10 614 5.68 0.4990
2018-04-12 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,092 1 0.02 581 1.04 0.4859
2018-02-20 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 4,091 4,091 575 0.4920
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.