Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionGradient Investments LLC
Latest Disclosed Ownership1,634 shares
Latest Disclosed Value $ 713,809
Gradient Investments LLC reports 14.19% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 1,634 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $713,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,431 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 14.19% 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)
2026-04-13 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,634 203 14.19 714 2.15 0.0111
2026-01-08 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,431 44 3.17 698 4.96 0.0111
2025-10-06 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,387 45 3.35 665 13.10 0.0111
2025-07-08 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,342 406 43.38 588 69.45 0.0108
2025-04-09 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 936 201 27.35 347 15.28 0.0070
2025-01-21 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 735 -57 -7.20 302 -0.99 0.0061
2024-10-15 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 792 -686 -46.41 304 -44.93 0.0063
2024-07-18 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,478 -477 -24.40 553 -17.98 0.0124
2024-04-23 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,955 381 24.21 673 37.63 0.0156
2024-01-18 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,574 293 22.87 489 40.52 0.0118
2023-10-27 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,281 -37 -2.81 349 -6.45 0.0092
2023-07-11 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,318 55 4.35 373 18.10 0.0096
2023-04-17 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,263 192 17.93 315 38.16 0.0086
2023-01-10 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,071 -554 -34.09 228 -34.48 0.0072
2022-10-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,625 283 21.09 348 16.39 0.0106
2022-07-11 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,342 -211 -13.59 299 -33.11 0.0087
2022-05-26 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,553 433 38.66 447 24.51 0.0115
2022-01-12 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,120 251 28.88 359 42.46 0.0091
2021-10-18 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 869 -36 -3.98 252 -3.08 0.0071
2021-07-12 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 905 -287 -24.08 260 -15.03 0.0076
2021-04-21 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,192 662 124.91 306 152.89 0.0099
2021-01-08 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 530 0 0.00 121 0.00 0.0051
2020-10-06 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 530 24 4.74 121 18.63 0.0051
2020-07-10 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 506 -36 -6.64 102 20.00 0.0047
2020-04-07 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 542 179 49.31 85 28.79 0.0046
2020-01-15 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 363 -23 -5.96 66 3.13 0.0029
2019-10-10 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 386 252 188.06 64 190.91 0.0031
2019-07-16 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 134 -116 -46.40 22 -43.59 0.0011
2019-04-11 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 250 -312 -55.52 39 -48.00 0.0025
2019-01-18 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 562 57 11.29 75 -7.41 0.0045
2018-10-11 2018-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 505 94 22.87 81 30.65 0.0042
2018-08-09 2018-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 411 91 28.44 62 37.78 0.0033
2018-04-10 2018-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 320 -51 -13.75 45 -13.46 0.0024
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 371 371 52 0.0030
2017-10-16 2017-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -265 -100.00 0 -100.00
2017-07-19 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 265 165 165.00 34 183.33 0.0024
2017-04-11 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 100 -72 -41.86 12 -36.84 0.0009
2017-01-17 2016-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 172 -124 -41.89 19 -42.42 0.0017
2016-10-11 2016-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 296 78 35.78 33 43.48 0.0032
2016-07-14 2016-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 218 -60 -21.58 23 -23.33 0.0025
2016-04-13 2016-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 278 -5,102 -94.83 30 -94.76 0.0037
2016-01-19 2015-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,380 -47,368 -89.80 572 -89.19 0.0763
2015-10-14 2015-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 52,748 848 1.63 5,290 -4.79 0.7507
2015-08-25 2015-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 51,900 -771 -1.46 5,556 0.83 0.7609
2015-04-10 2015-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 52,671 -185,665 -77.90 5,510 -77.85 0.8234
2015-01-15 2014-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 238,336 18,177 8.26 24,880 13.38 4.0971
2014-10-14 2014-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 220,159 41,780 23.42 21,943 31.59 3.9669
2014-04-11 2014-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 178,379 30,771 20.85 16,675 21.41 3.8593
2014-01-13 2013-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 147,608 24,453 19.86 13,735 31.81 3.6531
2013-10-15 2013-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 123,155 20,401 19.85 10,420 29.76 3.2834
2013-07-19 2013-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 102,754 102,754 8,030 3.0150
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.