Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership31,528 shares
Latest Disclosed Value $ 13,771,143
Gladstone Institutional Advisory LLC reports 8.02% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 31,528 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $13,771,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,277 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -8.02% 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)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 31,528 -2,749 -8.02 13,771 -17.65 0.5102
2026-02-17 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 34,277 3,347 10.82 16,723 12.73 0.6315
2025-10-22 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 30,930 1,905 6.56 14,834 16.58 0.5713
2025-08-12 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 29,025 -1,135 -3.76 12,725 13.78 0.5257
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 30,160 3,379 12.62 11,184 1.75 0.5213
2025-01-29 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,781 2,303 9.41 10,992 16.96 0.5099
2024-10-28 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,478 2,086 9.32 9,398 12.22 0.4588
2024-08-02 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 22,392 4,894 27.97 8,375 39.06 0.4361
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,498 334 1.95 6,023 12.86 0.3305
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,164 375 2.23 5,336 16.74 0.2993
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,789 -8,310 -33.11 4,572 -35.64 0.2960
2023-08-10 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 25,099 7,414 41.92 7,102 61.01 0.4329
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,685 -13,152 -42.65 4,411 -32.87 0.2856
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 30,837 -86 -0.28 6,572 -0.68 0.4638
2023-01-30 2022-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 30,923 12,177 64.96 6,616 58.35 0.5172
2022-10-20 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 30,923 12,177 6,616 0.5172
2023-01-30 2022-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 18,746 328 1.78 4,178 -21.13 0.3304
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,746 328 4,178 0.3304
2023-01-30 2022-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 18,418 1,014 5.83 5,297 -5.16 0.3581
2022-05-04 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,418 1,014 5,297 0.3581
2023-01-30 2021-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 17,404 1,832 11.76 5,585 23.59 0.4327
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,404 1,832 5,585 0.4327
2023-01-30 2021-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 15,572 1,068 7.36 4,519 8.63 0.4414
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,572 1,068 4,519 0.4414
2023-01-30 2021-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 14,504 -204 -1.39 4,160 10.02 0.4942
2021-08-13 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,504 -204 4,160 0.4942
2023-01-30 2021-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 14,708 -1,090 -6.90 3,781 -5.52 0.5876
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,708 -1,090 3,781 0.5876
2023-01-30 2020-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 15,798 262 1.69 4,002 13.18 0.7972
2021-02-16 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,798 262 4,002 0.7972
2023-01-30 2020-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 15,536 593 3.97 3,536 17.09 0.8446
2020-11-16 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,536 593 3,536 0.8446
2020-08-17 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,943 87 0.59 3,020 29.73 0.7682
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,856 -3,459 -18.89 2,328 -30.24 0.6007
2020-02-12 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,315 -3,270 -15.15 3,337 -7.02 0.8180
2019-11-13 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 21,585 -5,353 -19.87 3,589 -18.45 0.9128
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 26,938 -24,859 -47.99 4,401 -45.68 1.3409
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,797 -3,771 -6.79 8,102 8.55 2.9739
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 55,568 55,568 7,464 4.3472
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.