First reported at 10,246 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 |
|---|---|
| 2020-06-30 | 482000 |
| 2020-09-30 | 0 |
| 2020-12-31 | 255000 |
| 2021-03-31 | 1190000 |
| 2021-06-30 | 380000 |
| 2021-09-30 | 0 |
| 2021-12-31 | 573000 |
| 2022-03-31 | 599000 |
| 2022-06-30 | 416000 |
| 2022-09-30 | 0 |
| 2023-06-30 | 473160 |
| 2023-09-30 | 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 2023 | Reduced | 0 | -10,246 (-100.0%) | 0 | $0 | 2023-10-30 | |
| Q2 2023 | New | 10,246 | +10,246 (0.0%) | 2.78% | $473,160 | 2023-07-25 | |
| Q3 2022 | Reduced | 0 | -10,199 (-100.0%) | 0 | $0 | 2022-11-10 | |
| Q2 2022 | Reduced | 10,199 | -2,263 (-18.2%) | 7.2% | $416,000 | 2022-07-27 | |
| Q1 2022 | Added | 12,462 | +1,236 (11.0%) | 2.63% | $599,000 | 2022-05-06 | |
| Q4 2021 | New | 11,226 | +11,226 (0.0%) | 3.48% | $573,000 | 2022-02-11 | |
| Q3 2021 | Reduced | 0 | -7,372 (-100.0%) | 0 | $0 | 2021-11-01 | |
| Q2 2021 | Reduced | 7,372 | -16,850 (-69.6%) | 0.98% | $380,000 | 2021-08-10 | |
| Q1 2021 | Added | 24,222 | +18,819 (348.3%) | 3.61% | $1,190,000 | 2021-05-17 | |
| Q4 2020 | New | 5,403 | +5,403 (0.0%) | 0.26% | $255,000 | 2021-02-12 | |
| Q3 2020 | Reduced | 0 | -12,438 (-100.0%) | 0 | $0 | 2020-11-13 | |
| Q2 2020 | New | 12,438 | +12,438 (0.0%) | 1.1% | $482,000 | 2020-08-14 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
1996 managers reported VANGUARD FTSE DEVELOPED MARKET for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 145,060,881 | +1,422,638 | 0.7% | $6,698,911,499 | 41 qtrs |
| Creative Planning | Added | 122,405,892 | +6,390,499 | 7.53% | $5,652,704,090 | 41 qtrs |
| Betterment LLC | Added | 105,288,084 | +1,631,402 | 15.07% | $4,862,204,000 | 35 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 93,672,150 | -22,610,196 | 1.92% | $4,325,779,884 | 41 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 74,844,762 | +707,698 | 5.51% | $3,456,331,098 | 30 qtrs |
| WELLS FARGO & COMPANY MN | Added | 61,086,352 | +1,884,312 | 0.78% | $2,820,967,761 | 41 qtrs |
| Wealthfront Advisers LLC | Reduced | 52,976,612 | -137,195 | 10.37% | $2,446,077,664 | 19 qtrs |
| MORGAN STANLEY | Added | 52,828,794 | +3,512,243 | 0.24% | $2,439,633,931 | 41 qtrs |
| The Goldman Sachs Group Inc | Added | 42,912,822 | +128,862 | 0.42% | $1,981,714,123 | 41 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 42,056,946 | +1,856,585 | 2.51% | $1,942,189,730 | 41 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 25, 2023
- Filing type
- 13F-HR
- Position type
- VAN FTSE DEV MKT
Voting authority reported
- Sole
- 10,246
- Shared
- 0
- None
- 0
“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.