Reported 120,755 shares, down 4,059 (3.3%) from the prior quarter.
Reported value 4.1%; share count -3.3% 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 | 4780000 |
| 2022-03-31 | 5258000 |
| 2022-06-30 | 5236000 |
| 2022-09-30 | 4364000 |
| 2022-12-31 | 5238444 |
| 2023-03-31 | 5454503 |
| 2023-06-30 | 5277173 |
| 2023-09-30 | 4807539 |
| 2023-12-31 | 4917560 |
| 2024-03-31 | 5110668 |
| 2024-06-30 | 0 |
| 2024-09-30 | 4889507 |
| 2024-12-31 | 4114338 |
| 2025-03-31 | 4290307 |
| 2025-06-30 | 4290307 |
| 2025-09-30 | 5066630 |
| 2025-12-31 | 5252568 |
| 2026-03-31 | 5319892 |
| 2026-06-30 | 5071849 |
| 2026-09-30 | 5040232 |
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 | 71,381 | -570 (-0.8%) | 0.6% | $5,040,232 | 2026-10-28 | |
| Q2 2026 | Reduced | 71,951 | -11,069 (-13.3%) | 0.63% | $5,071,849 | 2026-07-24 | |
| Q1 2026 | Reduced | 83,020 | -1,061 (-1.3%) | 0.96% | $5,319,892 | 2026-05-01 | |
| Q4 2025 | Reduced | 84,081 | -476 (-0.6%) | 1.42% | $5,252,568 | 2026-02-09 | |
| Q3 2025 | Added | 84,557 | +152 (0.2%) | 1.5% | $5,066,630 | 2025-11-25 | |
| Q2 2025 | Unchanged | 84,405 | 0 (0.0%) | 1.47% | $4,290,307 | 2025-08-18 | |
| Q1 2025 | Reduced | 84,405 | -1,633 (-1.9%) | 1.59% | $4,290,307 | 2025-05-05 | |
| Q4 2024 | Reduced | 86,038 | -7,291 (-7.8%) | 1.57% | $4,114,338 | 2025-02-19 | |
| Q3 2024 | New | 93,329 | +93,329 (0.0%) | 1.85% | $4,889,507 | 2024-11-05 | |
| Q2 2024 | Reduced | 0 | -101,867 (-100.0%) | 0 | $0 | 2024-08-05 | |
| Q1 2024 | Reduced | 101,867 | -796 (-0.8%) | 2.22% | $5,110,668 | 2024-05-23 | |
| Q4 2023 | Reduced | 102,663 | -7,299 (-6.6%) | 2.93% | $4,917,560 | 2024-02-27 | |
| Q3 2023 | Reduced | 109,962 | -4,312 (-3.8%) | 3.6% | $4,807,539 | 2023-11-30 | |
| Q2 2023 | Reduced | 114,274 | -6,481 (-5.4%) | 3.43% | $5,277,173 | 2023-08-18 | |
| Q1 2023 | Reduced | 120,755 | -4,059 (-3.3%) | 4.01% | $5,454,503 | 2023-05-09 | |
| Q4 2022 | Added | 124,814 | +4,805 (4.0%) | 3.42% | $5,238,444 | 2023-02-08 | |
| Q3 2022 | Reduced | 120,009 | -8,323 (-6.5%) | 3.37% | $4,364,000 | 2022-10-14 | |
| Q2 2022 | Added | 128,332 | +18,854 (17.2%) | 3.75% | $5,236,000 | 2022-08-05 | |
| Q1 2022 | Added | 109,478 | +15,859 (16.9%) | 3.54% | $5,258,000 | 2022-05-12 | |
| Q4 2021 | Added | 93,619 | +48 (0.1%) | 3.4% | $4,780,000 | 2022-02-09 | |
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Who else reported the position
1958 managers reported VANGUARD FTSE DEVELOPED MARKET for Q1 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 143,638,243 | -15,310,830 | 0.67% | $6,488,139,449 | 40 qtrs |
| Creative Planning | Added | 116,015,393 | +1,722,600 | 7.55% | $5,240,415,331 | 40 qtrs |
| Betterment LLC | Reduced | 103,656,682 | -302,824 | 15.16% | $4,682,172,000 | 34 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 116,282,346 | +30,551,322 | 1.9% | $3,951,165,546 | 40 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 74,137,064 | +235,494 | 5.5% | $3,348,771,158 | 29 qtrs |
| WELLS FARGO & COMPANY MN | Added | 59,202,040 | +1,447,269 | 0.77% | $2,674,156,233 | 40 qtrs |
| Wealthfront Advisers LLC | Reduced | 53,113,807 | -890,093 | 10.91% | $2,399,956,416 | 18 qtrs |
| MORGAN STANLEY | Added | 49,316,551 | +468,684 | 0.24% | $2,227,628,709 | 40 qtrs |
| The Goldman Sachs Group Inc | Reduced | 42,783,960 | -726,838 | 0.44% | $1,932,551,475 | 40 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 40,200,361 | +2,088,598 | 2.53% | $1,815,850,322 | 40 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2023
- Filed
- May 09, 2023
- Filing type
- 13F-HR
- Position type
- VAN FTSE DEV MKT
Voting authority reported
- Sole
- 25,985
- Shared
- 0
- None
- 94,770
“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.