VANGUARD INTERMEDIATE-TERM COR
Reported by Robertson Stephens Wealth Management LLC
First reported at 84,606 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 |
|---|---|
| 2022-12-31 | 6557811 |
| 2023-03-31 | 457042 |
| 2023-06-30 | 392937 |
| 2023-09-30 | 1214246 |
| 2023-12-31 | 1720067 |
| 2024-03-31 | 1274136 |
| 2024-06-30 | 503269 |
| 2024-09-30 | 52467943 |
| 2024-12-31 | 66901850 |
| 2025-03-31 | 69389801 |
| 2025-06-30 | 73271265 |
| 2025-09-30 | 82865055 |
| 2025-12-31 | 88368660 |
| 2026-03-31 | 91021972 |
| 2026-06-30 | 98987215 |
| 2026-09-30 | 97011122 |
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 | 1,238,809 | +41,142 (3.4%) | 2.34% | $97,011,122 | 2026-10-16 | |
| Q2 2026 | Added | 1,197,667 | +97,704 (8.9%) | 2.44% | $98,987,215 | 2026-07-29 | |
| Q1 2026 | Added | 1,099,963 | +44,815 (4.2%) | 2.55% | $91,021,972 | 2026-04-28 | |
| Q4 2025 | Added | 1,055,148 | +69,950 (7.1%) | 2.3% | $88,368,660 | 2026-02-02 | |
| Q3 2025 | Added | 985,198 | +101,560 (11.5%) | 2.5% | $82,865,055 | 2025-11-12 | |
| Q2 2025 | Added | 883,638 | +34,937 (4.1%) | 2.33% | $73,271,265 | 2025-07-24 | |
| Q1 2025 | Added | 848,701 | +15,241 (1.8%) | 2.39% | $69,389,801 | 2025-04-17 | |
| Q4 2024 | Added | 833,460 | +206,977 (33.0%) | 2.37% | $66,901,850 | 2025-01-27 | |
| Q3 2024 | Added | 626,483 | +620,187 (9850.5%) | 1.9% | $52,467,943 | 2024-11-12 | |
| Q2 2024 | Reduced | 6,296 | -9,530 (-60.2%) | 0.03% | $503,269 | 2024-08-13 | |
| Q1 2024 | Reduced | 15,826 | -5,336 (-25.2%) | 0.07% | $1,274,136 | 2024-05-15 | |
| Q4 2023 | Added | 21,162 | +5,181 (32.4%) | 0.1% | $1,720,067 | 2024-02-06 | |
| Q3 2023 | Added | 15,981 | +11,009 (221.4%) | 0.08% | $1,214,246 | 2023-11-13 | |
| Q2 2023 | Reduced | 4,972 | -725 (-12.7%) | 0.03% | $392,937 | 2023-08-11 | |
| Q1 2023 | Reduced | 5,697 | -78,909 (-93.3%) | 0.04% | $457,042 | 2023-05-11 | |
| Q4 2022 | New | 84,606 | +84,606 (0.0%) | 0.64% | $6,557,811 | 2023-02-14 | |
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Who else reported the position
994 managers reported VANGUARD INTERMEDIATE-TERM COR for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 82,421,071 | -6,330,718 | 0.73% | $6,388,457,192 | 39 qtrs |
| Fisher Asset Management LLC | Added | 56,111,982 | +10,681,374 | 2.94% | $4,349,240,000 | 39 qtrs |
| Charles Schwab Investment Advisory Inc | Added | 25,013,308 | +295,370 | 3.27% | $1,938,781,473 | 28 qtrs |
| Creative Planning | Added | 24,365,799 | +730,294 | 2.84% | $1,888,593,044 | 39 qtrs |
| Meiji Yasuda Life Insurance Co | Unchanged | 17,339,000 | 0 | 28.89% | $1,343,946,000 | 11 qtrs |
| JPMorgan Chase & Co | Added | 16,820,932 | +4,493,698 | 0.17% | $1,303,791,000 | 39 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 15,862,087 | +176,130 | 0.42% | $1,229,482,000 | 39 qtrs |
| Arete Wealth Advisors LLC | Added | 15,615 | +2,793 | 0.11% | $1,210,339,300 | 17 qtrs |
| MANUFACTURERS LIFE INSURANCE COMPANY THE | Added | 13,589,377 | +375,660 | 0.66% | $1,053,312,611 | 39 qtrs |
| Japan Science & Technology Agency | New | 12,208,000 | +12,208,000 | 14.2% | $946,242,080 | 1 qtr |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- February 14, 2023
- Filing type
- 13F-HR
- Position type
- INT-TERM CORP
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 84,606
“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.