Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership25,351 shares
Latest Disclosed Value $ 11,073,163
Visionary Wealth Advisors reports 2.85% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 25,351 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $11,073,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,648 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2.85% 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)
2026-05-13 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 25,351 703 2.85 11,073 -7.91 0.4899
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,648 2,816 12.90 12,025 14.84 0.5418
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,832 -149 -0.68 10,471 8.66 0.4884
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,981 1,660 8.17 9,636 27.88 0.4922
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,321 419 2.11 7,535 -7.75 0.4523
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,902 -889 -4.28 8,169 2.33 0.4789
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 20,791 -327 -1.55 7,982 1.06 0.4857
2024-08-13 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,118 1,665 8.56 7,898 17.97 0.5163
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,453 13 0.07 6,696 10.79 0.4520
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,440 -2,403 -11.00 6,043 1.60 0.4441
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,843 521 2.44 5,948 -1.41 0.4819
2023-08-11 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,322 -646 -2.94 6,033 10.11 0.4829
2023-05-15 2023-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 21,968 2,906 15.24 5,480 34.88 0.4643
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,968 2,906 5 0.4644
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,062 5,184 37.35 4,062 36.81 0.3749
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,878 -2,905 -17.31 2,969 -20.64 0.3084
2022-08-12 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,783 -144 -0.85 3,741 -23.15 0.3357
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,927 -354 -2.05 4,868 -12.21 0.3916
2022-02-14 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,281 -1,291 -6.95 5,545 2.89 0.4547
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,572 -1,005 -5.13 5,389 -4.02 0.5548
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,577 79 0.41 5,615 12.03 0.5644
2021-05-18 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,498 15,916 444.33 5,012 452.59 0.5272
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,582 1,107 44.73 907 61.10 0.1017
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,475 670 37.12 563 54.25 0.0793
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,805 -358 -16.55 365 7.67 0.0556
2020-05-15 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,163 -166 -7.13 339 -20.05 0.0639
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 2,329 2,329 424 0.0759
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.