Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionWilliamson Legacy Group, LLC
Latest Disclosed Ownership592 shares
Latest Disclosed Value $ 258,580
Williamson Legacy Group, LLC reports 3.74% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 13, 2026 - Williamson Legacy Group, LLC filed a 13F-HR form disclosing ownership of 592 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $258,580 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 615 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -3.74% 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 GROWTH ETF ETF 922908736 592 -23 -3.74 259 -14.00 0.1939
2026-02-09 2025-12-31 13F VANGUARD GROWTH ETF ETF 922908736 615 -11 -1.76 300 0.00 0.2345
2025-11-14 2025-09-30 13F VANGUARD GROWTH ETF ETF 922908736 626 -11 -1.73 300 7.53 0.2320
2025-08-13 2025-06-30 13F VANGUARD GROWTH ETF ETF 922908736 637 -23 -3.48 279 14.34 0.2353
2025-05-08 2025-03-31 13F VANGUARD GROWTH ETF ETF 922908736 660 -106 -13.84 245 -22.29 0.2324
2025-02-05 2024-12-31 13F VANGUARD GROWTH ETF ETF 922908736 766 -499 -39.45 314 -35.26 0.2096
2024-11-12 2024-09-30 13F VANGUARD GROWTH ETF ETF 922908736 1,265 79 6.66 486 9.48 0.3246
2024-08-14 2024-06-30 13F VANGUARD GROWTH ETF ETF 922908736 1,186 1,186 444 0.3300
2024-05-14 2024-03-31 13F COCA-COLA EUROPACIFIC PARTNERS Stock 922908736 0 -1,133 -100.00 0 -100.00
2024-02-13 2023-12-31 13F COCA-COLA EUROPACIFIC PARTNERS Stock 922908736 1,133 1,133 352 0.3266
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.