Reported 127,474 shares, up 22,943 (21.9%) from the prior quarter.
Reported value 25.1%; share count 21.9% 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 | 7000 |
| 2022-03-31 | 6000 |
| 2022-06-30 | 12182000 |
| 2022-09-30 | 8100000 |
| 2022-12-31 | 8263976 |
| 2023-03-31 | 6824201 |
| 2023-06-30 | 7266561 |
| 2023-09-30 | 4981139 |
| 2023-12-31 | 5527695 |
| 2024-03-31 | 6035273 |
| 2024-06-30 | 5872731 |
| 2024-09-30 | 5748590 |
| 2024-12-31 | 4643644 |
| 2025-03-31 | 4944869 |
| 2025-06-30 | 5543117 |
| 2025-09-30 | 6380071 |
| 2025-12-31 | 6530058 |
| 2026-03-31 | 8168382 |
| 2026-06-30 | 9070358 |
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 | Reduced | 127,303 | -171 (-0.1%) | 4.25% | $9,070,358 | 2026-08-13 | |
| Q1 2026 | Added | 127,474 | +22,943 (21.9%) | 4.09% | $8,168,382 | 2026-05-14 | |
| Q4 2025 | Reduced | 104,531 | -1,945 (-1.8%) | 3.54% | $6,530,058 | 2026-02-10 | |
| Q3 2025 | Added | 106,476 | +9,245 (9.5%) | 3.59% | $6,380,071 | 2025-11-10 | |
| Q2 2025 | Reduced | 97,231 | -51 (-0.1%) | 3.55% | $5,543,117 | 2025-07-23 | |
| Q1 2025 | Added | 97,282 | +175 (0.2%) | 3.22% | $4,944,869 | 2025-04-17 | |
| Q4 2024 | Reduced | 97,107 | -11,747 (-10.8%) | 3.05% | $4,643,644 | 2025-01-14 | |
| Q3 2024 | Reduced | 108,854 | -9,979 (-8.4%) | 3.73% | $5,748,590 | 2024-11-07 | |
| Q2 2024 | Reduced | 118,833 | -1,463 (-1.2%) | 4.14% | $5,872,731 | 2024-08-08 | |
| Q1 2024 | Added | 120,296 | +4,895 (4.2%) | 4.04% | $6,035,273 | 2024-05-13 | |
| Q4 2023 | Added | 115,401 | +1,468 (1.3%) | 3.94% | $5,527,695 | 2024-02-13 | |
| Q3 2023 | Reduced | 113,933 | -43,420 (-27.6%) | 3.75% | $4,981,139 | 2023-11-13 | |
| Q2 2023 | Added | 157,353 | +6,275 (4.2%) | 5.2% | $7,266,561 | 2023-08-14 | |
| Q1 2023 | Reduced | 151,078 | -45,824 (-23.3%) | 4.46% | $6,824,201 | 2023-05-09 | |
| Q4 2022 | Reduced | 196,902 | -25,873 (-11.6%) | 6.29% | $8,263,976 | 2023-02-14 | |
| Q3 2022 | Reduced | 222,775 | -75,803 (-25.4%) | 5.78% | $8,100,000 | 2022-11-10 | |
| Q2 2022 | Added | 298,578 | +298,448 (229575.4%) | 8.07% | $12,182,000 | 2022-08-15 | |
| Q1 2022 | Unchanged | 130 | 0 (0.0%) | < 0.01% | $6,000 | 2022-05-16 | |
| Q4 2021 | New | 130 | +130 (0.0%) | < 0.01% | $7,000 | 2022-02-14 | |
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Who else reported the position
3010 managers reported VANGUARD TAX-MANAGED FDS for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 198,676,662 | -7,081,361 | 0.93% | $12,731,200,496 | 52 qtrs |
| Betterment LLC | Reduced | 137,930,799 | -657,567 | 16.74% | $8,838,606,000 | 46 qtrs |
| Creative Planning | Reduced | 120,418,397 | -3,756,634 | 5.23% | $7,716,410,910 | 52 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 86,071,437 | +9,669,702 | 1.48% | $5,515,457,656 | 52 qtrs |
| MORGAN STANLEY | Reduced | 84,618,722 | -5,872,316 | 0.33% | $5,422,367,814 | 52 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 64,148,091 | +2,261,756 | 2.53% | $4,110,609,744 | 52 qtrs |
| WELLS FARGO & COMPANY MN | Reduced | 61,389,203 | -2,925,138 | 0.74% | $3,933,820,105 | 52 qtrs |
| Wealthfront Advisers LLC | Reduced | 57,686,964 | -998,618 | 8.11% | $3,696,580,632 | 30 qtrs |
| NORTHERN TRUST CORPORATION | Added | 53,670,869 | +1,720,572 | 0.45% | $3,439,229,285 | 52 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 54,998,602 | +2,090,116 | 1.64% | $3,416,739,421 | 41 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 14, 2026
- Filing type
- 13F-HR
- Position type
- VAN FTSE DEV MKT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 127,474
“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.