Reported 750 shares, down 26 (3.4%) from the prior quarter.
Reported value -6.4%; share count -3.4% 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 | 53000 |
| 2022-03-31 | 49000 |
| 2022-06-30 | 47000 |
| 2022-09-30 | 44000 |
| 2022-12-31 | 43860 |
| 2023-03-31 | 44970 |
| 2023-06-30 | 43995 |
| 2023-09-30 | 42863 |
| 2023-12-31 | 44490 |
| 2024-03-31 | 43913 |
| 2024-06-30 | 288239 |
| 2024-09-30 | 28461381 |
| 2024-12-31 | 30652503 |
| 2025-03-31 | 32917444 |
| 2025-06-30 | 33300049 |
| 2025-09-30 | 35303335 |
| 2025-12-31 | 36798518 |
| 2026-03-31 | 37875931 |
| 2026-06-30 | 39521329 |
| 2026-09-30 | 39567290 |
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 | 698,328 | +28,248 (4.2%) | 2.24% | $39,567,290 | 2026-10-21 | |
| Q2 2026 | Added | 670,080 | +34,044 (5.4%) | 2.29% | $39,521,329 | 2026-07-22 | |
| Q1 2026 | Added | 636,036 | +22,011 (3.6%) | 2.44% | $37,875,931 | 2026-04-27 | |
| Q4 2025 | Added | 614,025 | +25,930 (4.4%) | 2.29% | $36,798,518 | 2026-01-21 | |
| Q3 2025 | Added | 588,095 | +31,331 (5.6%) | 2.13% | $35,303,335 | 2025-10-20 | |
| Q2 2025 | Added | 556,764 | +2,598 (0.5%) | 2.18% | $33,300,049 | 2025-07-17 | |
| Q1 2025 | Added | 554,166 | +25,675 (4.9%) | 2.33% | $32,917,444 | 2025-04-25 | |
| Q4 2024 | Added | 528,491 | +57,432 (12.2%) | 2.1% | $30,652,503 | 2025-01-17 | |
| Q3 2024 | Added | 471,059 | +466,109 (9416.3%) | 1.97% | $28,461,381 | 2024-10-09 | |
| Q2 2024 | Added | 4,950 | +4,200 (560.0%) | 0.02% | $288,239 | 2024-07-10 | |
| Q1 2024 | Unchanged | 750 | 0 (0.0%) | < 0.01% | $43,913 | 2024-04-19 | |
| Q4 2023 | Unchanged | 750 | 0 (0.0%) | < 0.01% | $44,490 | 2024-01-26 | |
| Q3 2023 | Unchanged | 750 | 0 (0.0%) | < 0.01% | $42,863 | 2023-11-01 | |
| Q2 2023 | Unchanged | 750 | 0 (0.0%) | < 0.01% | $43,995 | 2023-07-25 | |
| Q1 2023 | Unchanged | 750 | 0 (0.0%) | < 0.01% | $44,970 | 2023-04-18 | |
| Q4 2022 | Unchanged | 750 | 0 (0.0%) | < 0.01% | $43,860 | 2023-02-03 | |
| Q3 2022 | Reduced | 750 | -26 (-3.4%) | < 0.01% | $44,000 | 2022-10-27 | |
| Q2 2022 | Unchanged | 776 | 0 (0.0%) | < 0.01% | $47,000 | 2022-07-29 | |
| Q1 2022 | Reduced | 776 | -26 (-3.2%) | < 0.01% | $49,000 | 2022-05-09 | |
| Q4 2021 | Added | 802 | +52 (6.9%) | < 0.01% | $53,000 | 2022-02-15 | |
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Who else reported the position
461 managers reported VANGUARD INTERMEDIATE-TERM TRE for Q3 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 30,630,217 | +26,601,698 | 0.26% | $1,786,047,000 | 27 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | 12,654,023 | +421,146 | 0.26% | $737,857,000 | 6 qtrs |
| STATE STREET CORPORATION | Unchanged | 6,800,000 | 0 | 0.03% | $396,508,000 | 14 qtrs |
| Creative Planning | Added | 5,210,216 | +652,755 | 0.53% | $303,808,000 | 32 qtrs |
| Fisher Asset Management LLC | Added | 4,609,649 | +4,538,552 | 0.2% | $268,789,000 | 4 qtrs |
| Ronald Blue Trust Inc | Reduced | 4,209,565 | -61,962 | 4.53% | $257,457,000 | 2 qtrs |
| MORGAN STANLEY | Added | 4,125,889 | +316,746 | 0.03% | $240,580,000 | 38 qtrs |
| BUCKINGHAM STRATEGIC WEALTH LLC | Reduced | 4,018,523 | -175,517 | 4.78% | $234,320,000 | 9 qtrs |
| Municipal Employees Retirement System of Michigan | Unchanged | 3,390,733 | 0 | 3.53% | $197,714,000 | 3 qtrs |
| TD AMERITRADE INVESTMENT MANAGEMENT LLC | Reduced | 3,086,348 | -196,949 | 1.8% | $179,965,000 | 23 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2022
- Filed
- October 27, 2022
- Filing type
- 13F-HR
- Position type
- INTER TERM TREAS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 750
“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.