Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionSage Mountain Advisors LLC
Latest Disclosed Ownership24,740 shares
Latest Disclosed Value $ 10,806,185
Sage Mountain Advisors LLC reports 3.19% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 11, 2026 - Sage Mountain Advisors LLC filed a 13F-HR form disclosing ownership of 24,740 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $10,806,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 25,554 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -3.19% 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)
2026-05-11 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 24,740 -814 -3.19 10,806 -13.32 0.7563
2026-01-23 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 25,554 107 0.42 12,467 2.15 0.6611
2025-10-29 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 25,447 11,003 76.18 12,205 92.74 0.6994
2025-07-31 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,444 3,586 33.03 6,332 57.28 0.4121
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,858 0 0.00 4,026 -9.65 0.2968
2025-02-07 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,858 0 0.00 4,457 6.91 0.3256
2024-10-29 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,858 0 0.00 4,169 2.63 0.3554
2024-07-31 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,858 -17 -0.16 4,061 8.50 0.3755
2024-04-23 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,875 58 0.54 3,743 11.33 0.3890
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,817 800 7.99 3,363 23.29 0.3902
2023-10-25 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,017 0 0.00 2,728 -3.78 0.3752
2023-07-24 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,017 0 0.00 2,834 13.45 0.4040
2023-04-25 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,017 9,307 1,310.85 2,499 1,554.30 0.4029
2023-02-01 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 710 9 1.28 151 0.67 0.0344
2022-10-31 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 701 -616 -46.77 150 -48.98 0.0399
2022-08-25 2022-06-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 1,317 615 87.61 294 45.54 0.0520
2022-08-01 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,317 615 294 0.0484
2022-08-25 2022-03-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 702 -359 -33.84 202 -40.59 0.0316
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 702 -359 202 0.0217
2022-02-02 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,061 1 0.09 340 10.39 0.0408
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,060 0 0.00 308 1.32 0.0443
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,060 0 0.00 304 11.76 0.0502
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,060 359 51.21 272 52.81 0.0578
2021-03-01 2020-12-31 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 701 701 178 0.0583
2021-01-21 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 701 701 178
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.