Reported 453,962 shares, up 6,755 (1.5%) from the prior quarter.
Reported value -4.7%; share count 1.5% 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 |
|---|---|
| 2021-12-31 | 37901000 |
| 2022-03-31 | 36108000 |
| 2022-06-30 | 34797000 |
| 2022-09-30 | 32439000 |
| 2022-12-31 | 33277000 |
| 2023-03-31 | 35008000 |
| 2023-06-30 | 34939000 |
| 2023-09-30 | 34354000 |
| 2023-12-31 | 35259000 |
| 2024-03-31 | 36395000 |
| 2024-06-30 | 37207000 |
| 2024-09-30 | 39640000 |
| 2024-12-31 | 39022000 |
| 2025-03-31 | 40074000 |
| 2025-06-30 | 41357000 |
| 2025-09-30 | 43526000 |
| 2025-12-31 | 43979000 |
| 2026-03-31 | 46448000 |
| 2026-06-30 | 49330000 |
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 | Added | 671,986 | +41,234 (6.5%) | 19.45% | $49,330,000 | 2026-07-31 | |
| Q1 2026 | Added | 630,752 | +36,998 (6.2%) | 20.03% | $46,448,000 | 2026-05-01 | |
| Q4 2025 | Added | 593,754 | +8,490 (1.5%) | 19.88% | $43,979,000 | 2026-02-03 | |
| Q3 2025 | Added | 585,264 | +23,573 (4.2%) | 19.69% | $43,526,000 | 2025-11-07 | |
| Q2 2025 | Added | 561,691 | +16,086 (2.9%) | 20.04% | $41,357,000 | 2025-07-31 | |
| Q1 2025 | Added | 545,605 | +2,950 (0.5%) | 21.28% | $40,074,000 | 2025-05-09 | |
| Q4 2024 | Added | 542,655 | +14,890 (2.8%) | 20.64% | $39,022,000 | 2025-02-07 | |
| Q3 2024 | Added | 527,765 | +11,359 (2.2%) | 20.33% | $39,640,000 | 2024-11-08 | |
| Q2 2024 | Added | 516,406 | +15,316 (3.1%) | 20.66% | $37,207,000 | 2024-08-01 | |
| Q1 2024 | Added | 501,090 | +21,707 (4.5%) | 20.43% | $36,395,000 | 2024-05-03 | |
| Q4 2023 | Reduced | 479,383 | -12,946 (-2.6%) | 20.71% | $35,259,000 | 2024-02-02 | |
| Q3 2023 | Added | 492,329 | +11,667 (2.4%) | 22.25% | $34,354,000 | 2023-11-06 | |
| Q2 2023 | Added | 480,662 | +6,487 (1.4%) | 22.84% | $34,939,000 | 2023-08-07 | |
| Q1 2023 | Added | 474,175 | +10,957 (2.4%) | 23.53% | $35,008,000 | 2023-05-05 | |
| Q4 2022 | Added | 463,218 | +8,442 (1.9%) | 23.46% | $33,277,000 | 2023-02-13 | |
| Q3 2022 | Reduced | 454,776 | -7,582 (-1.6%) | 24.32% | $32,439,000 | 2022-11-01 | |
| Q2 2022 | Added | 462,358 | +8,396 (1.8%) | 24.66% | $34,797,000 | 2022-08-11 | |
| Q1 2022 | Added | 453,962 | +6,755 (1.5%) | 23.56% | $36,108,000 | 2022-05-03 | |
| Q4 2021 | New | 447,207 | +447,207 (0.0%) | 23.99% | $37,901,000 | 2022-02-14 |
Who else reported the position
1296 managers reported VANGUARD BD INDEX FD INC TOTAL for Q1 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Added | 53,148,176 | +4,471,810 | 0.57% | $4,227,406,000 | 36 qtrs |
| JPMorgan Chase & Co | Added | 49,763,240 | +27,984,408 | 0.48% | $3,955,213,000 | 36 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 49,453,447 | +2,337,966 | 6.31% | $3,933,527,000 | 36 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 43,546,373 | +813,380 | 5.11% | $3,428,145,000 | 36 qtrs |
| Creative Planning | Reduced | 39,407,955 | -3,977,277 | 4.85% | $3,134,509,000 | 36 qtrs |
| LPL Financial LLC | Reduced | 31,192,470 | -834,657 | 2.13% | $2,481,049,000 | 36 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 22,184,091 | +319,622 | 0.89% | $1,764,523,000 | 36 qtrs |
| SEI INVESTMENTS COMPANY | Added | 20,068,222 | +684,872 | 3.21% | $1,596,484,000 | 30 qtrs |
| MANUFACTURERS LIFE INSURANCE COMPANY THE | Added | 19,182,731 | +892,577 | 1.0% | $1,525,738,358 | 36 qtrs |
| Milliman Financial Risk Management LLC | Added | 17,022,697 | +1,343,798 | 17.6% | $1,353,985,000 | 26 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2022
- Filed
- May 03, 2022
- Filing type
- 13F-HR
- Position type
- TOTAL BND MRKT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 453,962
“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.