Reported 239,986 shares, up 5,801 (2.5%) from the prior quarter.
Reported value 3.1%; share count 2.5% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 2517000 |
| 2021-12-31 | 2484000 |
| 2022-03-31 | 4261000 |
| 2022-06-30 | 7819000 |
| 2022-09-30 | 17522000 |
| 2022-12-31 | 18066171 |
| 2023-03-31 | 17551805 |
| 2023-06-30 | 19236650 |
| 2023-09-30 | 17901351 |
| 2023-12-31 | 17296727 |
| 2024-03-31 | 16070676 |
| 2024-06-30 | 16357807 |
| 2024-09-30 | 16359319 |
| 2024-12-31 | 12279241 |
| 2025-03-31 | 12180990 |
| 2025-06-30 | 12586714 |
| 2025-09-30 | 12577170 |
| 2025-12-31 | 13162607 |
| 2026-03-31 | 12488225 |
| 2026-06-30 | 10842383 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 139,165 | -20,103 (-12.6%) | 3.88% | $10,842,383 | 2026-07-31 | |
| Q1 2026 | Reduced | 159,268 | -7,749 (-4.6%) | 4.98% | $12,488,225 | 2026-05-08 | |
| Q4 2025 | Added | 167,017 | +7,631 (4.8%) | 5.02% | $13,162,607 | 2026-01-28 | |
| Q3 2025 | Reduced | 159,386 | -547 (-0.3%) | 4.75% | $12,577,170 | 2025-10-31 | |
| Q2 2025 | Added | 159,933 | +4,325 (2.8%) | 5.01% | $12,586,714 | 2025-08-04 | |
| Q1 2025 | Reduced | 155,608 | -3,305 (-2.1%) | 4.53% | $12,180,990 | 2025-04-29 | |
| Q4 2024 | Reduced | 158,913 | -48,983 (-23.6%) | 4.26% | $12,279,241 | 2025-02-07 | |
| Q3 2024 | Reduced | 207,896 | -5,374 (-2.5%) | 4.19% | $16,359,319 | 2024-10-29 | |
| Q2 2024 | Added | 213,270 | +3,662 (1.7%) | 4.29% | $16,357,807 | 2024-08-12 | |
| Q1 2024 | Reduced | 209,608 | -14,966 (-6.7%) | 4.33% | $16,070,676 | 2024-05-01 | |
| Q4 2023 | Reduced | 224,574 | -13,571 (-5.7%) | 4.96% | $17,296,727 | 2024-01-26 | |
| Q3 2023 | Reduced | 238,145 | -16,409 (-6.4%) | 5.52% | $17,901,351 | 2023-10-30 | |
| Q2 2023 | Added | 254,554 | +25,089 (10.9%) | 5.76% | $19,236,650 | 2023-08-04 | |
| Q1 2023 | Reduced | 229,465 | -10,521 (-4.4%) | 5.58% | $17,551,805 | 2023-05-10 | |
| Q4 2022 | Added | 239,986 | +5,801 (2.5%) | 6.24% | $18,066,171 | 2023-02-13 | |
| Q3 2022 | Added | 234,185 | +132,364 (130.0%) | 6.74% | $17,522,000 | 2022-10-31 | |
| Q2 2022 | Added | 101,821 | +47,128 (86.2%) | 2.87% | $7,819,000 | 2022-07-29 | |
| Q1 2022 | Added | 54,693 | +23,963 (78.0%) | 1.27% | $4,261,000 | 2022-05-10 | |
| Q4 2021 | Added | 30,730 | +9 (0.0%) | 0.72% | $2,484,000 | 2022-02-07 | |
| Q3 2021 | Reduced | 30,721 | -1,386 (-4.3%) | 0.8% | $2,517,000 | 2021-11-03 | |
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Who else reported the position
1269 managers reported VANGUARD BD INDEX FD INC SHORT for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Added | 64,995,941 | +1,758,824 | 2.53% | $4,892,894,456 | 39 qtrs |
| MORGAN STANLEY | Reduced | 36,830,134 | -1,211,790 | 0.31% | $2,772,572,631 | 39 qtrs |
| Beacon Capital Management Inc | Reduced | 31,936,057 | -3,517,105 | 87.7% | $2,404,146,380 | 37 qtrs |
| PERSONAL CAPITAL ADVISORS CORP | Reduced | 13,148,563 | -592,640 | 4.81% | $989,823,804 | 37 qtrs |
| Bank of America Corporation | Reduced | 13,017,134 | -31,213 | 0.11% | $979,929,846 | 39 qtrs |
| The Goldman Sachs Group Inc | Added | 11,943,943 | +275,908 | 0.22% | $899,140,039 | 39 qtrs |
| WELLS FARGO & COMPANY MN | Reduced | 11,612,810 | -3,408,293 | 0.26% | $874,212,344 | 39 qtrs |
| MERCER GLOBAL ADVISORS INC ADV | Added | 11,519,716 | +1,233,242 | 4.34% | $867,205,000 | 16 qtrs |
| UNITED CAPITAL FINANCIAL ADVISERS LLC | Added | 10,395,538 | +655,629 | 4.39% | $782,576,097 | 39 qtrs |
| ADVISOR GROUP HOLDINGS INC | Reduced | 9,399,322 | -396,151 | 1.43% | $707,704,426 | 12 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- February 13, 2023
- Filing type
- 13F-HR
- Position type
- SHORT TRM BOND
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 239,986
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.