Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionLido Advisors, LLC
Latest Disclosed Ownership174,329 shares
Latest Disclosed Value $ 76,146,682
Lido Advisors, LLC reports 4.18% decrease in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 174,329 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $76,146,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 181,934 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of -4.18% 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 INDEX FDS GROWTH ETF 922908736 174,329 -7,605 -4.18 76,147 -14.06 0.2218
2026-02-10 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 181,934 38,745 27.06 88,606 29.00 0.2649
2025-11-14 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 143,189 605 0.42 68,686 9.87 0.2151
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 142,584 74,601 109.73 62,519 148.00 0.2436
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 67,983 1,852 2.80 25,210 -7.12 0.1135
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 66,131 50,615 326.21 27,143 355.63 0.1235
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,516 -373 -2.35 5,957 0.13 0.0297
2024-08-15 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,889 249 1.59 5,950 10.51 0.0331
2024-05-15 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,640 -1,003 -6.03 5,383 4.06 0.0317
2024-02-14 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,643 -1,202 -6.74 5,174 6.46 0.0350
2023-11-14 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 17,845 -890 -4.75 4,859 -8.34 0.0370
2023-08-09 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 18,735 2,684 16.72 5,301 32.43 0.0378
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 16,051 783 5.13 4,004 23.06 0.0389
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 15,268 936 6.53 3,254 6.10 0.0397
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 14,332 1,001 7.51 3,066 3.20 0.0385
2022-08-15 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,331 -621 -4.45 2,971 -25.95 0.0394
2022-05-17 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,952 724 5.47 4,012 -5.47 0.0447
2022-02-15 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 13,228 291 2.25 4,244 13.08 0.0462
2022-02-15 2021-09-30 13F/A-1 VANGUARD INDEX FDS GROWTH ETF 922908736 12,937 6 0.05 3,753 1.19 0.0524
2021-11-12 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,353 -11,578 3,754 0.0486
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 12,931 2,319 21.85 3,709 35.96 0.0516
2021-05-13 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 10,612 1,438 15.67 2,728 17.38 0.0795
2021-02-08 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 9,174 862 10.37 2,324 22.83 0.0781
2020-11-12 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,312 2,890 53.30 1,892 72.63 0.0811
2020-08-12 2020-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,422 -614 -10.17 1,096 15.86 0.0534
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 6,036 -2,484 -29.15 946 -39.05 0.0611
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 8,520 5,008 142.60 1,552 165.75 0.0903
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,512 446 14.55 584 16.33 0.0454
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,066 1,092 55.32 502 62.46 0.0425
2019-05-10 2019-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,974 316 19.06 309 39.19 0.0276
2019-02-14 2018-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,658 1,658 222 0.0307
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.