First reported at 263,239 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 |
|---|---|
| 2021-12-31 | 13020000 |
| 2022-03-31 | 12786000 |
| 2022-06-30 | 12496000 |
| 2022-09-30 | 11783000 |
| 2022-12-31 | 12311482 |
| 2023-03-31 | 13814457 |
| 2023-06-30 | 14285840 |
| 2023-09-30 | 15629172 |
| 2023-12-31 | 15096893 |
| 2024-03-31 | 17064674 |
| 2024-06-30 | 18352944 |
| 2024-09-30 | 20739051 |
| 2024-12-31 | 19233237 |
| 2025-03-31 | 20208771 |
| 2025-06-30 | 24227091 |
| 2025-09-30 | 26904867 |
| 2025-12-31 | 27187722 |
| 2026-03-31 | 27389621 |
| 2026-06-30 | 30390567 |
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 | Added | 509,140 | +2,394 (0.5%) | 12.59% | $30,390,567 | 2026-08-12 | |
| Q1 2026 | Added | 506,746 | +1,022 (0.2%) | 12.58% | $27,389,621 | 2026-05-15 | |
| Q4 2025 | Added | 505,724 | +9,141 (1.8%) | 12.4% | $27,187,722 | 2026-02-17 | |
| Q3 2025 | Added | 496,583 | +6,751 (1.4%) | 12.67% | $26,904,867 | 2025-11-06 | |
| Q2 2025 | Added | 489,832 | +43,328 (9.7%) | 12.84% | $24,227,091 | 2025-08-13 | |
| Q1 2025 | Added | 446,504 | +9,782 (2.2%) | 12.02% | $20,208,771 | 2025-05-13 | |
| Q4 2024 | Added | 436,722 | +3,304 (0.8%) | 11.29% | $19,233,237 | 2025-02-03 | |
| Q3 2024 | Added | 433,418 | +14,018 (3.3%) | 11.76% | $20,739,051 | 2024-10-28 | |
| Q2 2024 | Added | 419,400 | +10,861 (2.7%) | 11.4% | $18,352,944 | 2024-08-02 | |
| Q1 2024 | Added | 408,539 | +41,218 (11.2%) | 10.72% | $17,064,674 | 2024-05-03 | |
| Q4 2023 | Reduced | 367,321 | -32,709 (-8.2%) | 10.17% | $15,096,893 | 2024-02-06 | |
| Q3 2023 | Added | 400,030 | +48,854 (13.9%) | 11.67% | $15,629,172 | 2023-11-01 | |
| Q2 2023 | Added | 351,176 | +9,234 (2.7%) | 10.67% | $14,285,840 | 2023-07-14 | |
| Q1 2023 | Added | 341,942 | +26,101 (8.3%) | 10.98% | $13,814,457 | 2023-04-18 | |
| Q4 2022 | Reduced | 315,841 | -7,082 (-2.2%) | 10.56% | $12,311,482 | 2023-01-30 | |
| Q3 2022 | Added | 322,923 | +22,891 (7.6%) | 11.08% | $11,783,000 | 2022-11-09 | |
| Q2 2022 | Added | 300,032 | +22,852 (8.2%) | 11.4% | $12,496,000 | 2022-08-12 | |
| Q1 2022 | Added | 277,180 | +13,941 (5.3%) | 10.55% | $12,786,000 | 2022-05-16 | |
| Q4 2021 | New | 263,239 | +263,239 (0.0%) | 10.35% | $13,020,000 | 2022-02-15 |
Who else reported the position
1918 managers reported VANGUARD FTSE EMERGING MKTS ET for Q4 2021.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 76,809,780 | +7,282,575 | 0.37% | $3,799,012,000 | 35 qtrs |
| Betterment LLC | Added | 64,290,644 | +6,477,042 | 9.9% | $3,179,815,000 | 29 qtrs |
| WELLS FARGO & COMPANY MN | Reduced | 57,555,672 | -3,450,353 | 0.71% | $2,846,703,000 | 35 qtrs |
| VANGUARD GROUP INC | Added | 53,906,221 | +1,160,039 | 0.06% | $2,666,202,000 | 35 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 49,607,805 | +2,390,707 | 3.46% | $2,453,601,000 | 35 qtrs |
| Wealthfront Advisers LLC | Reduced | 42,500,202 | -1,534,802 | 8.89% | $2,102,060,000 | 13 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 42,052,905 | +5,362,274 | 3.4% | $2,079,936,000 | 35 qtrs |
| MORGAN STANLEY | Added | 36,737,006 | +2,524,195 | 0.22% | $1,817,012,000 | 35 qtrs |
| WIT LLC | Reduced | 35,244,381 | -771,741 | 39.09% | $1,743,187,000 | 5 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 30,779,663 | +1,192,824 | 0.75% | $1,522,383,000 | 35 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2021
- Filed
- February 15, 2022
- Filing type
- 13F-HR
- Position type
- UIT EXCHANGE TRADED
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 263,239
“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.