First reported at 52,399 shares this 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 |
|---|---|
| 2022-12-31 | 3898550 |
| 2023-06-30 | 629205 |
| 2023-09-30 | 399839 |
| 2023-12-31 | 284786 |
| 2024-03-31 | 103030 |
| 2024-06-30 | 82092 |
| 2024-09-30 | 105809 |
| 2024-12-31 | 1340 |
| 2025-03-31 | 150114 |
| 2025-06-30 | 1394 |
| 2025-09-30 | 295767 |
| 2025-12-31 | 1422276 |
| 2026-03-31 | 256962 |
| 2026-06-30 | 25891 |
| 2026-09-30 | 0 |
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 2026 | Reduced | 0 | -358 (-100.0%) | 0 | $0 | 2026-10-16 | |
| Q2 2026 | Reduced | 358 | -3,151 (-89.8%) | < 0.01% | $25,891 | 2026-07-29 | |
| Q1 2026 | Reduced | 3,509 | -15,646 (-81.7%) | 0.03% | $256,962 | 2026-05-06 | |
| Q4 2025 | Added | 19,155 | +18,270 (2064.4%) | 0.22% | $1,422,276 | 2026-02-02 | |
| Q3 2025 | Added | 885 | +866 (4557.9%) | 0.05% | $295,767 | 2025-11-04 | |
| Q2 2025 | Reduced | 19 | -2,051 (-99.1%) | < 0.01% | $1,394 | 2025-08-11 | |
| Q1 2025 | Added | 2,070 | +2,051 (10794.7%) | 0.04% | $150,114 | 2025-04-30 | |
| Q4 2024 | Reduced | 19 | -1,428 (-98.7%) | < 0.01% | $1,340 | 2025-01-29 | |
| Q3 2024 | Added | 1,447 | +342 (31.0%) | 0.03% | $105,809 | 2024-11-05 | |
| Q2 2024 | Reduced | 1,105 | -339 (-23.5%) | 0.02% | $82,092 | 2024-08-13 | |
| Q1 2024 | Reduced | 1,444 | -2,428 (-62.7%) | 0.03% | $103,030 | 2024-05-07 | |
| Q4 2023 | Reduced | 3,872 | -1,858 (-32.4%) | 0.09% | $284,786 | 2024-02-12 | |
| Q3 2023 | Reduced | 5,730 | -2,926 (-33.8%) | 0.15% | $399,839 | 2023-11-08 | |
| Q2 2023 | Reduced | 8,656 | -43,743 (-83.5%) | 0.25% | $629,205 | 2023-08-15 | |
| Q4 2022 | New | 52,399 | +52,399 (0.0%) | 1.63% | $3,898,550 | 2023-02-14 |
Who else reported the position
1348 managers reported VANGUARD BD INDEX FD INC TOTAL for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 94,508,035 | +6,935,497 | 0.9% | $6,789,457,000 | 39 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 65,934,014 | +11,947,873 | 7.17% | $4,736,732,845 | 39 qtrs |
| MORGAN STANLEY | Added | 64,417,907 | +7,045,711 | 0.53% | $4,627,782,553 | 39 qtrs |
| Arete Wealth Advisors LLC | Added | 45,073 | +22,084 | 0.28% | $3,238,013,361 | 4 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Reduced | 41,537,677 | -1,170,184 | 5.19% | $2,984,066,517 | 39 qtrs |
| Creative Planning | Added | 40,290,437 | +3,023,385 | 4.35% | $2,894,465,018 | 39 qtrs |
| LPL Financial LLC | Reduced | 30,653,969 | -417,770 | 1.89% | $2,202,181,165 | 39 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 21,463,190 | -191,077 | 0.8% | $1,541,915,580 | 39 qtrs |
| SEI INVESTMENTS COMPANY | Reduced | 19,063,152 | -1,250,305 | 3.04% | $1,369,497,130 | 33 qtrs |
| MANUFACTURERS LIFE INSURANCE COMPANY THE | Reduced | 18,341,973 | -1,087,109 | 0.83% | $1,317,687,082 | 39 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- February 14, 2023
- Filing type
- 13F-HR
- Position type
- TOTAL BND MRKT ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 52,399
“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.