Reported 18,669 shares, unchanged from the prior quarter.
Reported value 1.3%; share count 0.0% 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 |
|---|---|
| 2018-12-31 | 1467000 |
| 2019-03-31 | 1486000 |
| 2019-06-30 | 1078000 |
| 2019-09-30 | 0 |
| 2020-03-31 | 536000 |
| 2020-06-30 | 542000 |
| 2020-09-30 | 741000 |
| 2020-12-31 | 640000 |
| 2021-03-31 | 724000 |
| 2021-06-30 | 858000 |
| 2021-09-30 | 827000 |
| 2021-12-31 | 751000 |
| 2022-03-31 | 888000 |
| 2022-06-30 | 879000 |
| 2022-09-30 | 959000 |
| 2022-12-31 | 949624 |
| 2023-03-31 | 919000 |
| 2023-06-30 | 749882 |
| 2023-09-30 | 664578 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2023 | Reduced | 8,841 | -1,082 (-10.9%) | 1.23% | $664,578 | 2023-10-16 | |
| Q2 2023 | Reduced | 9,923 | -2,102 (-17.5%) | 1.28% | $749,882 | 2023-08-11 | |
| Q1 2023 | Reduced | 12,025 | -590 (-4.7%) | 1.45% | $919,000 | 2023-05-09 | |
| Q4 2022 | Reduced | 12,615 | -202 (-1.6%) | 1.38% | $949,624 | 2023-02-14 | |
| Q3 2022 | Added | 12,817 | +1,368 (11.9%) | 1.13% | $959,000 | 2022-11-01 | |
| Q2 2022 | Reduced | 11,449 | -78 (-0.7%) | 0.93% | $879,000 | 2022-08-10 | |
| Q1 2022 | Added | 11,527 | +2,229 (24.0%) | 0.84% | $888,000 | 2022-05-04 | |
| Q4 2021 | Reduced | 9,298 | -790 (-7.8%) | 0.5% | $751,000 | 2022-02-10 | |
| Q3 2021 | Reduced | 10,088 | -354 (-3.4%) | 0.53% | $827,000 | 2021-11-12 | |
| Q2 2021 | Added | 10,442 | +1,622 (18.4%) | 0.54% | $858,000 | 2021-08-10 | |
| Q1 2021 | Added | 8,820 | +1,101 (14.3%) | 0.7% | $724,000 | 2021-05-14 | |
| Q4 2020 | Reduced | 7,719 | -1,208 (-13.5%) | 0.61% | $640,000 | 2021-02-12 | |
| Q3 2020 | Added | 8,927 | +2,406 (36.9%) | 0.79% | $741,000 | 2020-11-12 | |
| Q2 2020 | Unchanged | 6,521 | 0 (0.0%) | 0.58% | $542,000 | 2020-08-10 | |
| Q1 2020 | New | 6,521 | +6,521 (0.0%) | 0.62% | $536,000 | 2020-05-08 | |
| Q3 2019 | Reduced | 0 | -13,391 (-100.0%) | 0 | $0 | 2019-10-30 | |
| Q2 2019 | Reduced | 13,391 | -5,278 (-28.3%) | 0.78% | $1,078,000 | 2019-08-13 | |
| Q1 2019 | Unchanged | 18,669 | 0 (0.0%) | 1.12% | $1,486,000 | 2019-05-10 | |
| Q4 2018 | Reduced | 18,669 | -37,671 (-66.9%) | 1.32% | $1,467,000 | 2019-02-15 | |
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Who else reported the position
674 managers reported VANGUARD BD INDEX FD INC SHORT for Q1 2019.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 22,719,202 | -40,282,980 | 0.28% | $1,808,222,000 | 24 qtrs |
| JPMorgan Chase & Co | Reduced | 18,394,820 | -1,878,812 | 0.3% | $1,464,044,000 | 24 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 17,572,681 | -2,466,190 | 1.92% | $1,398,610,000 | 24 qtrs |
| WELLS FARGO & COMPANY MN | Added | 12,720,261 | +1,018,093 | 0.3% | $1,012,405,000 | 24 qtrs |
| MORGAN STANLEY | Reduced | 8,855,416 | -13,998 | 0.2% | $704,803,000 | 24 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 5,996,514 | +274,928 | 2.09% | $477,278,000 | 24 qtrs |
| MANUFACTURERS LIFE INSURANCE COMPANY THE | Added | 5,214,601 | +120,170 | 0.45% | $415,030,000 | 24 qtrs |
| PERSONAL CAPITAL ADVISORS CORP | Added | 5,147,362 | +429,236 | 4.6% | $409,679,000 | 22 qtrs |
| TD AMERITRADE INVESTMENT MANAGEMENT LLC | Added | 4,495,117 | +88,912 | 3.0% | $357,766,000 | 24 qtrs |
| LPL Financial LLC | Reduced | 2,830,152 | -19,193 | 0.51% | $225,252,000 | 24 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2019
- Filed
- May 10, 2019
- Filing type
- 13F-HR
- Position type
- SHORT TRM BOND
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 18,669
“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.