Reported 63,138 shares, up 13,133 (26.3%) from the prior quarter.
Reported value 35.1%; share count 26.3% 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 | 21044986 |
| 2022-03-31 | 20554123 |
| 2022-06-30 | 18191333 |
| 2022-09-30 | 16416722 |
| 2022-12-31 | 22183042 |
| 2023-03-31 | 20626725 |
| 2023-06-30 | 22386186 |
| 2023-09-30 | 27962618 |
| 2023-12-31 | 31154074 |
| 2024-03-31 | 36734722 |
| 2024-06-30 | 38395093 |
| 2024-09-30 | 37173881 |
| 2024-12-31 | 38610992 |
| 2025-03-31 | 38431563 |
| 2025-06-30 | 42755999 |
| 2025-09-30 | 46527193 |
| 2025-12-31 | 48324222 |
| 2026-03-31 | 46255316 |
| 2026-06-30 | 52440747 |
| 2026-09-30 | 50362590 |
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 | Reduced | 71,858 | -4,496 (-5.9%) | 0.91% | $50,362,590 | 2026-10-28 | |
| Q2 2026 | Reduced | 76,354 | -1,054 (-1.4%) | 0.96% | $52,440,747 | 2026-08-04 | |
| Q1 2026 | Added | 77,408 | +352 (0.5%) | 0.96% | $46,255,316 | 2026-04-27 | |
| Q4 2025 | Added | 77,056 | +1,078 (1.4%) | 1.03% | $48,324,222 | 2026-02-05 | |
| Q3 2025 | Added | 75,978 | +707 (0.9%) | 1.05% | $46,527,193 | 2025-10-27 | |
| Q2 2025 | Added | 75,271 | +488 (0.7%) | 1.05% | $42,755,999 | 2025-07-15 | |
| Q1 2025 | Added | 74,783 | +3,123 (4.4%) | 1.06% | $38,431,563 | 2025-04-29 | |
| Q4 2024 | Added | 71,660 | +1,211 (1.7%) | 1.08% | $38,610,992 | 2025-02-11 | |
| Q3 2024 | Reduced | 70,449 | -6,321 (-8.2%) | 1.07% | $37,173,881 | 2024-11-18 | |
| Q2 2024 | Added | 76,770 | +351 (0.5%) | 1.21% | $38,395,093 | 2024-08-14 | |
| Q1 2024 | Added | 76,419 | +5,096 (7.1%) | 1.21% | $36,734,722 | 2024-08-16 | |
| Q4 2023 | Added | 71,323 | +117 (0.2%) | 1.13% | $31,154,074 | 2024-08-16 | |
| Q3 2023 | Added | 71,206 | +16,241 (29.5%) | 1.21% | $27,962,618 | 2024-08-16 | |
| Q2 2023 | Added | 54,965 | +117 (0.2%) | 0.97% | $22,386,186 | 2024-08-16 | |
| Q1 2023 | Reduced | 54,848 | -8,290 (-13.1%) | 0.93% | $20,626,725 | 2024-08-16 | |
| Q4 2022 | Added | 63,138 | +13,133 (26.3%) | 1.05% | $22,183,042 | 2024-08-16 | |
| Q3 2022 | Reduced | 50,005 | -2,438 (-4.6%) | 0.84% | $16,416,722 | 2024-08-16 | |
| Q2 2022 | Added | 52,443 | +2,935 (5.9%) | 0.89% | $18,191,333 | 2024-08-16 | |
| Q1 2022 | Added | 49,508 | +1,303 (2.7%) | 0.88% | $20,554,123 | 2024-08-16 | |
| Q4 2021 | Reduced | 48,205 | -1,162 (-2.4%) | 0.87% | $21,044,986 | 2024-08-16 | |
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Who else reported the position
2347 managers reported VANGUARD INDEX FDS S&P 500 ETF for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Arete Wealth Advisors LLC | Added | 63,625 | +3,639 | 1.96% | $22,353,840,668 | 32 qtrs |
| RAYMOND JAMES & ASSOCIATES | Added | 21,225,652 | +479,607 | 6.85% | $7,457,449,129 | 35 qtrs |
| Bank of America Corporation | Reduced | 19,843,010 | -12,372,260 | 0.79% | $6,971,643,044 | 37 qtrs |
| VANGUARD GROUP INC | Added | 19,287,988 | +549,588 | 0.18% | $6,776,641,704 | 37 qtrs |
| MORGAN STANLEY | Reduced | 17,628,371 | -102,283 | 0.7% | $6,193,552,658 | 37 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 13,765,705 | +806,085 | 2.5% | $4,836,442,709 | 31 qtrs |
| The Goldman Sachs Group Inc | Added | 9,525,082 | +2,437,208 | 0.82% | $3,346,542,538 | 37 qtrs |
| JPMorgan Chase & Co | Added | 8,988,169 | +107,890 | 0.42% | $3,157,903,000 | 37 qtrs |
| Acorns Advisers LLC | Added | 7,411,421 | +422,127 | 41.6% | $2,603,928,000 | 17 qtrs |
| UNITED CAPITAL FINANCIAL ADVISERS LLC | Added | 4,059,497 | +327,632 | 8.0% | $1,426,263,730 | 37 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- August 16, 2024
- Filing type
- 13F-HR
- Position type
- EXCHANGE TRADED FUND
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 63,138
“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.