SEC 13F Intelligence

Gleason Group, Inc. / VUG

Gleason Group, Inc.’s Vanguard Index Fds Position

Does Gleason Group, Inc. own Vanguard Index Fds (VUG)? Yes133.0K shares worth $58M (+5.75% of its 13F portfolio) as of Q1 2026, down from 135.1K shares the prior filed quarter.

Position Value
$58M
Q1 2026
Shares
133.0K
% of Portfolio
+5.75%
Quarters Held
24
currently held

Position History VUG

Reported value by quarter
Q2 ’20: $14MQ2 ’20Q3 ’20: $16MQ4 ’20: $18MQ1 ’21: $20MQ1 ’21Q2 ’21: $23MQ3 ’21: $23MQ4 ’21: $26MQ4 ’21Q1 ’22: $27MQ2 ’22: $22MQ3 ’22: $25MQ3 ’22Q4 ’22: $22MQ1 ’23: $26MQ2 ’23: $30MQ2 ’23Q3 ’23: $29MQ4 ’23: $33MQ1 ’24: $36MQ1 ’24Q2 ’24: $39MQ3 ’24: $41MQ4 ’24: $44MQ4 ’24Q1 ’25: $37MQ2 ’25: $62MQ3 ’25: $65MQ3 ’25Q4 ’25: $66MQ1 ’26: $58Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026133.0K$58M+5.75%
Q4 2025135.1K$66M+6.46%
Q3 2025136.1K$65M+6.56%
Q2 2025141.2K$62M+6.71%
Q1 202598.6K$37M+6.60%
Q4 2024106.4K$44M+7.67%
Q3 2024105.6K$41M+7.43%
Q2 2024104.8K$39M+7.96%
Q1 2024104.9K$36M+7.54%
Q4 2023105.3K$33M+7.52%
Q3 2023105.7K$29M+7.56%
Q2 2023106.3K$30M+7.80%
Q1 2023105.0K$26M+7.51%
Q4 2022105.3K$22M+7.04%
Q3 2022114.9K$25M+8.47%
Q2 2022100.1K$22M+7.68%
Q1 202294.4K$27M+8.05%
Q4 202181.8K$26M+8.57%
Q3 202177.7K$23M+8.15%
Q2 202179.1K$23M+8.22%
Q1 202178.6K$20M+7.96%
Q4 202072.2K$18M+8.77%
Q3 202069.9K$16M+9.19%
Q2 202071.3K$14M+8.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gleason Group, Inc.’s full portfolio or all institutional holders of VUG.