Reported 484,880 shares, up 9,635 (2.0%) from the prior quarter.
Reported value 1.4%; share count 2.0% 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 |
|---|---|
| 2021-09-30 | 7231000 |
| 2021-12-31 | 8647000 |
| 2022-03-31 | 5641000 |
| 2022-06-30 | 8706000 |
| 2022-09-30 | 9333000 |
| 2022-12-31 | 9569505 |
| 2023-03-31 | 10380220 |
| 2023-06-30 | 11082539 |
| 2023-09-30 | 11665342 |
| 2023-12-31 | 13881270 |
| 2024-03-31 | 15828960 |
| 2024-06-30 | 16989543 |
| 2024-09-30 | 20117345 |
| 2024-12-31 | 26321830 |
| 2025-03-31 | 29804896 |
| 2025-06-30 | 30448885 |
| 2025-09-30 | 33411437 |
| 2025-12-31 | 35201433 |
| 2026-03-31 | 35706546 |
| 2026-06-30 | 40195591 |
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 | 547,549 | +62,669 (12.9%) | 2.69% | $40,195,591 | 2026-08-06 | |
| Q1 2026 | Added | 484,880 | +9,635 (2.0%) | 2.67% | $35,706,546 | 2026-05-05 | |
| Q4 2025 | Added | 475,245 | +25,985 (5.8%) | 2.6% | $35,201,433 | 2026-01-28 | |
| Q3 2025 | Added | 449,260 | +35,721 (8.6%) | 2.98% | $33,411,437 | 2025-10-27 | |
| Q2 2025 | Added | 413,539 | +7,754 (1.9%) | 2.95% | $30,448,885 | 2025-08-18 | |
| Q1 2025 | Added | 405,785 | +39,746 (10.9%) | 2.28% | $29,804,896 | 2025-05-07 | |
| Q4 2024 | Added | 366,039 | +98,201 (36.7%) | 2.5% | $26,321,830 | 2025-01-24 | |
| Q3 2024 | Added | 267,838 | +32,036 (13.6%) | 1.98% | $20,117,345 | 2024-10-31 | |
| Q2 2024 | Added | 235,802 | +17,863 (8.2%) | 1.83% | $16,989,543 | 2024-08-05 | |
| Q1 2024 | Added | 217,939 | +29,208 (15.5%) | 1.76% | $15,828,960 | 2024-04-24 | |
| Q4 2023 | Added | 188,731 | +21,559 (12.9%) | 1.68% | $13,881,270 | 2024-02-06 | |
| Q3 2023 | Added | 167,172 | +14,710 (9.6%) | 1.66% | $11,665,342 | 2023-11-06 | |
| Q2 2023 | Added | 152,462 | +11,867 (8.4%) | 1.54% | $11,082,539 | 2023-08-04 | |
| Q1 2023 | Added | 140,595 | +7,390 (5.5%) | 1.51% | $10,380,220 | 2023-05-10 | |
| Q4 2022 | Added | 133,205 | +2,367 (1.8%) | 1.5% | $9,569,505 | 2023-02-13 | |
| Q3 2022 | Added | 130,838 | +15,159 (13.1%) | 1.69% | $9,333,000 | 2022-11-14 | |
| Q2 2022 | Added | 115,679 | +49,021 (73.5%) | 1.52% | $8,706,000 | 2022-08-01 | |
| Q1 2022 | Reduced | 66,658 | -35,372 (-34.7%) | 1.07% | $5,641,000 | 2022-04-11 | |
| Q4 2021 | Added | 102,030 | +17,407 (20.6%) | 1.31% | $8,647,000 | 2022-01-18 | |
| Q3 2021 | Added | 84,623 | +8,960 (11.8%) | 1.18% | $7,231,000 | 2021-10-13 | |
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Who else reported the position
1931 managers reported VANGUARD BD INDEX FDS for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 142,837,967 | +3,208,380 | 0.67% | $10,495,733,853 | 52 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 134,816,565 | +3,913,767 | 6.11% | $9,927,891,915 | 52 qtrs |
| MORGAN STANLEY | Added | 125,018,604 | +89,124 | 0.55% | $9,206,370,144 | 52 qtrs |
| Creative Planning | Added | 121,385,406 | +3,604,204 | 6.06% | $8,938,821,280 | 52 qtrs |
| VANGUARD ADVISERS INC | New | 56,134,617 | +56,134,617 | 16.21% | $4,133,752,368 | 1 qtr |
| WELLS FARGO & COMPANY MN | Added | 26,033,142 | +1,389,558 | 0.36% | $1,917,080,565 | 52 qtrs |
| Bank of America Corporation | Added | 25,672,831 | +1,720,405 | 0.14% | $1,890,547,287 | 52 qtrs |
| Allworth Financial LP | Added | 24,193,579 | +2,920,592 | 7.22% | $1,781,615,123 | 45 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 23,879,834 | +2,409,801 | 0.47% | $1,758,510,987 | 52 qtrs |
| LPL Financial LLC | Added | 19,093,602 | +506,926 | 0.37% | $1,406,052,797 | 52 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 05, 2026
- Filing type
- 13F-HR
- Position type
- TOTAL BND MRKT
Voting authority reported
No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.
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.