Reported 887,584 shares, up 22,186 (2.6%) from the prior quarter.
Reported value 6.9%; share count 2.6% 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 | 21151000 |
| 2022-03-31 | 37131000 |
| 2022-06-30 | 28408000 |
| 2022-09-30 | 27876000 |
| 2022-12-31 | 33696238 |
| 2023-03-31 | 36457884 |
| 2023-06-30 | 37965128 |
| 2023-09-30 | 36436514 |
| 2023-12-31 | 42236412 |
| 2024-03-31 | 39073735 |
| 2024-06-30 | 38794690 |
| 2024-09-30 | 41024710 |
| 2024-12-31 | 36860269 |
| 2025-03-31 | 39374599 |
| 2025-06-30 | 44891357 |
| 2025-09-30 | 51854670 |
| 2025-12-31 | 55447398 |
| 2026-03-31 | 57568384 |
| 2026-06-30 | 64557405 |
| 2026-09-30 | 64681166 |
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 | Added | 916,034 | +9,965 (1.1%) | 4.22% | $64,681,166 | 2026-10-16 | |
| Q2 2026 | Added | 906,069 | +7,686 (0.9%) | 4.34% | $64,557,405 | 2026-07-15 | |
| Q1 2026 | Added | 898,383 | +10,799 (1.2%) | 4.55% | $57,568,384 | 2026-04-23 | |
| Q4 2025 | Added | 887,584 | +22,186 (2.6%) | 4.27% | $55,447,398 | 2026-01-23 | |
| Q3 2025 | Added | 865,398 | +77,968 (9.9%) | 4.18% | $51,854,670 | 2025-10-15 | |
| Q2 2025 | Added | 787,430 | +12,797 (1.7%) | 3.98% | $44,891,357 | 2025-07-22 | |
| Q1 2025 | Added | 774,633 | +3,820 (0.5%) | 3.93% | $39,374,599 | 2025-04-14 | |
| Q4 2024 | Reduced | 770,813 | -6,024 (-0.8%) | 3.63% | $36,860,269 | 2025-01-16 | |
| Q3 2024 | Reduced | 776,837 | -8,163 (-1.0%) | 4.1% | $41,024,710 | 2024-10-24 | |
| Q2 2024 | Added | 785,000 | +6,173 (0.8%) | 4.15% | $38,794,690 | 2024-07-16 | |
| Q1 2024 | Reduced | 778,827 | -102,935 (-11.7%) | 4.54% | $39,073,735 | 2024-04-24 | |
| Q4 2023 | Added | 881,762 | +48,356 (5.8%) | 5.18% | $42,236,412 | 2024-01-17 | |
| Q3 2023 | Added | 833,406 | +11,295 (1.4%) | 4.92% | $36,436,514 | 2023-10-19 | |
| Q2 2023 | Added | 822,111 | +14,985 (1.9%) | 5.16% | $37,965,128 | 2023-07-20 | |
| Q1 2023 | Added | 807,126 | +4,261 (0.5%) | 5.33% | $36,457,884 | 2023-04-17 | |
| Q4 2022 | Added | 802,865 | +36,203 (4.7%) | 5.33% | $33,696,238 | 2023-01-20 | |
| Q3 2022 | Added | 766,662 | +70,379 (10.1%) | 4.64% | $27,876,000 | 2022-10-21 | |
| Q2 2022 | Reduced | 696,283 | -76,803 (-9.9%) | 4.44% | $28,408,000 | 2022-07-22 | |
| Q1 2022 | Added | 773,086 | +358,844 (86.6%) | 4.56% | $37,131,000 | 2022-04-20 | |
| Q4 2021 | Added | 414,242 | +13,918 (3.5%) | 2.49% | $21,151,000 | 2022-01-21 | |
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Who else reported the position
2903 managers reported VANGUARD TAX-MANAGED FDS for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 205,758,023 | +4,288,061 | 0.94% | $12,853,703,687 | 51 qtrs |
| Betterment LLC | Added | 138,588,366 | +1,140,627 | 16.49% | $8,657,615,000 | 45 qtrs |
| Creative Planning | Reduced | 124,175,031 | -3,909,525 | 5.55% | $7,757,214,167 | 51 qtrs |
| MORGAN STANLEY | Added | 90,491,038 | +27,650,637 | 0.34% | $5,652,975,329 | 51 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 76,401,735 | -6,434,836 | 1.42% | $4,772,816,398 | 51 qtrs |
| WELLS FARGO & COMPANY MN | Added | 64,314,341 | +828,196 | 0.73% | $4,017,716,924 | 51 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 61,886,335 | +3,757,877 | 2.45% | $3,866,039,404 | 51 qtrs |
| Wealthfront Advisers LLC | Added | 58,685,582 | +375,614 | 8.19% | $3,666,088,292 | 29 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 52,908,486 | +1,596,711 | 2.02% | $3,305,193,099 | 40 qtrs |
| NORTHERN TRUST CORPORATION | Added | 51,950,297 | +2,981,115 | 0.41% | $3,245,335,054 | 51 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- January 23, 2026
- Filing type
- 13F-HR
- Position type
- VAN FTSE DEV MKT
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.