Reported 1,009,671 shares, up 14,261 (1.4%) from the prior quarter.
Reported value 4.0%; share count 1.4% 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 | 17157000 |
| 2022-03-31 | 18279000 |
| 2022-06-30 | 19492000 |
| 2022-09-30 | 16121000 |
| 2022-12-31 | 25464719 |
| 2023-03-31 | 27720064 |
| 2023-06-30 | 29478226 |
| 2023-09-30 | 29606607 |
| 2023-12-31 | 33396624 |
| 2024-03-31 | 37634309 |
| 2024-06-30 | 39017615 |
| 2024-09-30 | 45135464 |
| 2024-12-31 | 44653786 |
| 2025-03-31 | 49105697 |
| 2025-06-30 | 55914959 |
| 2025-09-30 | 58996779 |
| 2025-12-31 | 62183249 |
| 2026-03-31 | 64699703 |
| 2026-06-30 | 74732616 |
| 2026-09-30 | 81631799 |
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 | 1,156,094 | +107,215 (10.2%) | 3.95% | $81,631,799 | 2026-10-20 | |
| Q2 2026 | Added | 1,048,879 | +39,208 (3.9%) | 3.95% | $74,732,616 | 2026-07-29 | |
| Q1 2026 | Added | 1,009,671 | +14,261 (1.4%) | 3.98% | $64,699,703 | 2026-04-28 | |
| Q4 2025 | Added | 995,410 | +10,818 (1.1%) | 4.19% | $62,183,249 | 2026-01-13 | |
| Q3 2025 | Added | 984,592 | +3,800 (0.4%) | 4.19% | $58,996,779 | 2025-10-22 | |
| Q2 2025 | Added | 980,792 | +14,715 (1.5%) | 4.3% | $55,914,959 | 2025-07-16 | |
| Q1 2025 | Added | 966,077 | +32,288 (3.5%) | 4.17% | $49,105,697 | 2025-05-01 | |
| Q4 2024 | Added | 933,789 | +79,113 (9.3%) | 4.0% | $44,653,786 | 2025-01-14 | |
| Q3 2024 | Added | 854,676 | +65,165 (8.3%) | 4.23% | $45,135,464 | 2024-10-15 | |
| Q2 2024 | Added | 789,511 | +39,375 (5.2%) | 4.13% | $39,017,615 | 2024-07-01 | |
| Q1 2024 | Added | 750,136 | +52,920 (7.6%) | 4.3% | $37,634,309 | 2024-04-16 | |
| Q4 2023 | Added | 697,216 | +20,029 (3.0%) | 4.33% | $33,396,624 | 2024-04-16 | |
| Q3 2023 | Added | 677,187 | +38,854 (6.1%) | 4.39% | $29,606,607 | 2023-10-11 | |
| Q2 2023 | Added | 638,333 | +24,650 (4.0%) | 4.58% | $29,478,226 | 2023-07-11 | |
| Q1 2023 | Added | 613,683 | +6,947 (1.1%) | 4.55% | $27,720,064 | 2023-04-20 | |
| Q4 2022 | Added | 606,736 | +163,372 (36.8%) | 4.5% | $25,464,719 | 2023-01-24 | |
| Q3 2022 | Reduced | 443,364 | -34,392 (-7.2%) | 3.21% | $16,121,000 | 2022-10-11 | |
| Q2 2022 | Added | 477,756 | +97,191 (25.5%) | 3.59% | $19,492,000 | 2022-08-09 | |
| Q1 2022 | Added | 380,565 | +44,552 (13.3%) | 3.11% | $18,279,000 | 2022-04-28 | |
| Q4 2021 | Added | 336,013 | +11,422 (3.5%) | 2.98% | $17,157,000 | 2022-01-27 | |
|
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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 | 34 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
- April 28, 2026
- Filing type
- 13F-HR
- Position type
- VAN FTSE DEV MKT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 1,009,671
“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.