Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership19,754 shares
Latest Disclosed Value $ 8,628,146
Wealthcare Advisory Partners LLC reports 44.33% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 19,754 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $8,628,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 35,487 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -44.33% 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)
2026-04-14 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,754 -15,733 -44.33 8,628 -50.16 0.1678
2026-01-14 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 35,487 -177 -0.50 17,313 1.22 0.3401
2025-11-07 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 35,664 536 1.53 17,105 11.06 0.3563
2025-07-22 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 35,128 7,476 27.04 15,400 50.19 0.3513
2025-04-15 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 27,652 -431 -1.53 10,254 -11.04 0.2751
2025-01-15 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 28,083 1,252 4.67 11,527 11.89 0.3201
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,831 7,059 35.70 10,301 39.32 0.2935
2024-08-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 19,772 1,568 8.61 7,395 18.02 0.2310
2024-04-15 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,204 1,005 5.84 6,266 17.19 0.2055
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,199 2,800 19.45 5,347 36.38 0.2126
2023-10-12 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,399 166 1.17 3,921 -2.66 0.1801
2023-07-17 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,233 -814 -5.41 4,027 7.30 0.1801
2023-05-04 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,047 2,589 20.78 3,753 41.41 0.1613
2023-02-13 2022-12-31 13F VANGUARD GROWTH COMMON 922908736 12,458 -902 -6.75 2,655 -7.14 0.1269
2022-11-14 2022-09-30 13F VANGUARD GROWTH COMMON 922908736 13,360 4,888 57.70 2,858 51.38 0.1630
2022-08-15 2022-06-30 13F VANGUARD GROWTH COMMON 922908736 8,472 1,540 22.22 1,888 -5.32 0.1142
2022-04-15 2022-03-31 13F VANGUARD GROWTH COMMON 922908736 6,932 -41 -0.59 1,994 -10.90 0.1211
2022-02-11 2021-12-31 13F VANGUARD GROWTH COMMON 922908736 6,973 1,222 21.25 2,238 34.09 0.1338
2021-11-15 2021-09-30 13F VANGUARD GROWTH Equity 922908736 5,751 -94 -1.61 1,669 -0.42 0.1091
2021-08-16 2021-06-30 13F VANGUARD GROWTH COMMON 922908736 5,845 1,396 31.38 1,676 46.63 0.1122
2021-04-30 2021-03-31 13F VANGUARD GROWTH COMMON 922908736 4,449 128 2.96 1,143 4.38 0.0828
2021-02-12 2020-12-31 13F VANGUARD GROWTH COMMON 922908736 4,321 2,724 170.57 1,095 200.82 0.0973
2020-10-29 2020-09-30 13F VANGUARD GROWTH COMMON 922908736 1,597 -129 -7.47 364 4.30 0.0399
2020-07-29 2020-06-30 13F VANGUARD GROWTH COMMON 922908736 1,726 -1,022 -37.19 349 -19.03 0.0435
2020-04-29 2020-03-31 13F VANGUARD GROWTH COMMON 922908736 2,748 1,621 143.83 431 110.24 0.0632
2020-01-29 2019-12-31 13F VANGUARD GROWTH COMMON 922908736 1,127 463 69.73 205 86.36 0.0261
2019-10-16 2019-09-30 13F VANGUARD GROWTH COMMON 922908736 664 120 22.06 110 23.60 0.0160
2019-07-30 2019-06-30 13F VANGUARD GROWTH COMMON 922908736 544 26 5.02 89 9.88 0.0141
2019-05-13 2019-03-31 13F VANGUARD GROWTH COMMON 922908736 518 0 0.00 81 15.71 0.0138
2019-02-14 2018-12-31 13F VANGUARD GROWTH COMMON 922908736 518 83 19.08 70 0.00 0.0136
2018-11-14 2018-09-30 13F VANGUARD GROWTH COMMON 922908736 435 0 0.00 70 7.69 0.0129
2018-08-13 2018-06-30 13F VANGUARD GROWTH COMMON 922908736 435 -143 -24.74 65 -20.73 0.0127
2018-05-14 2018-03-31 13F VANGUARD GROWTH COMMON 922908736 578 -44 -7.07 82 -6.82 0.0185
2018-02-14 2017-12-31 13F VANGUARD GROWTH COMMON 922908736 622 -13 -2.05 88 4.76 0.0226
2017-11-15 2017-09-30 13F VANGUARD GROWTH COMMON 922908736 635 354 125.98 84 133.33 0.0250
2017-08-28 2017-06-30 13F VANGUARD GROWTH COMMON 922908736 281 1 0.36 36 5.88 0.0175
2017-04-11 2017-03-31 13F VANGUARD GROWTH COMMON 922908736 280 1 0.36 34 9.68 0.0186
2017-01-11 2016-12-31 13F VANGUARD GROWTH COMMON 922908736 279 1 0.36 31 0.00 0.0183
2016-10-14 2016-09-30 13F VANGUARD GROWTH COMMON 922908736 278 1 0.36 31 3.33 0.0201
2016-08-25 2016-06-30 13F VANGUARD GROWTH COMMON 922908736 277 277 30 0.0211
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.