Reported 25,956 shares, down 283 (1.1%) from the prior quarter.
Reported value -5.7%; share count -1.1% 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 |
|---|---|
| 2021-09-30 | 18637000 |
| 2021-12-31 | 19736000 |
| 2022-03-31 | 16901000 |
| 2022-06-30 | 14642000 |
| 2022-09-30 | 13005000 |
| 2022-12-31 | 12956115 |
| 2023-03-31 | 13350831 |
| 2023-06-30 | 13842898 |
| 2023-09-30 | 13317728 |
| 2023-12-31 | 14545661 |
| 2024-03-31 | 15977426 |
| 2024-06-30 | 16028083 |
| 2024-09-30 | 16459433 |
| 2024-12-31 | 15919101 |
| 2025-03-31 | 14177043 |
| 2025-06-30 | 15245451 |
| 2025-09-30 | 16138465 |
| 2025-12-31 | 16455293 |
| 2026-03-31 | 15510197 |
| 2026-06-30 | 17711087 |
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 | Reduced | 25,787 | -169 (-0.7%) | 4.99% | $17,711,087 | 2026-08-12 | |
| Q1 2026 | Reduced | 25,956 | -283 (-1.1%) | 4.86% | $15,510,197 | 2026-05-13 | |
| Q4 2025 | Reduced | 26,239 | -115 (-0.4%) | 5.22% | $16,455,293 | 2026-02-03 | |
| Q3 2025 | Reduced | 26,354 | -485 (-1.8%) | 5.31% | $16,138,465 | 2025-10-31 | |
| Q2 2025 | Reduced | 26,839 | -748 (-2.7%) | 5.44% | $15,245,451 | 2025-08-15 | |
| Q1 2025 | Reduced | 27,587 | -1,958 (-6.6%) | 5.53% | $14,177,043 | 2025-05-08 | |
| Q4 2024 | Reduced | 29,545 | -1,647 (-5.3%) | 6.38% | $15,919,101 | 2025-02-12 | |
| Q3 2024 | Reduced | 31,192 | -856 (-2.7%) | 6.75% | $16,459,433 | 2024-11-14 | |
| Q2 2024 | Reduced | 32,048 | -1,190 (-3.6%) | 7.24% | $16,028,083 | 2024-08-02 | |
| Q1 2024 | Reduced | 33,238 | -62 (-0.2%) | 7.44% | $15,977,426 | 2024-05-10 | |
| Q4 2023 | Reduced | 33,300 | -613 (-1.8%) | 7.28% | $14,545,661 | 2024-02-09 | |
| Q3 2023 | Reduced | 33,913 | -76 (-0.2%) | 7.41% | $13,317,728 | 2023-11-14 | |
| Q2 2023 | Reduced | 33,989 | -1,512 (-4.3%) | 7.51% | $13,842,898 | 2023-08-11 | |
| Q1 2023 | Reduced | 35,501 | -1,375 (-3.7%) | 7.43% | $13,350,831 | 2023-05-04 | |
| Q4 2022 | Reduced | 36,876 | -2,737 (-6.9%) | 7.1% | $12,956,115 | 2023-02-06 | |
| Q3 2022 | Reduced | 39,613 | -2,599 (-6.2%) | 7.6% | $13,005,000 | 2022-11-23 | |
| Q2 2022 | Reduced | 42,212 | -778 (-1.8%) | 8.12% | $14,642,000 | 2022-08-01 | |
| Q1 2022 | Reduced | 42,990 | -2,217 (-4.9%) | 8.47% | $16,901,000 | 2022-04-14 | |
| Q4 2021 | Reduced | 45,207 | -2,049 (-4.3%) | 8.24% | $19,736,000 | 2022-02-03 | |
| Q3 2021 | Added | 47,256 | +1,227 (2.7%) | 9.33% | $18,637,000 | 2022-02-23 | |
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Who else reported the position
4022 managers reported VANGUARD INDEX FDS for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Vanguard Global Advisers LLC | New | 39,600,312 | +39,600,312 | 12.69% | $23,663,166,435 | 1 qtr |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | Added | 33,635,939 | +2,049,100 | 12.37% | $20,099,155,349 | 6 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 30,640,543 | +1,292,980 | 5.64% | $18,309,256,014 | 6 qtrs |
| Bank of America Corporation | Added | 27,441,061 | +354,072 | 1.2% | $16,397,406,167 | 50 qtrs |
| JPMorgan Chase & Co | Added | 27,256,597 | +15,568,104 | 1.02% | $15,834,176,674 | 50 qtrs |
| MORGAN STANLEY | Reduced | 24,365,727 | -202,645 | 0.88% | $14,559,741,819 | 50 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 17,095,668 | +2,657,523 | 4.79% | $9,970,210,493 | 40 qtrs |
| The Goldman Sachs Group Inc | Added | 15,062,213 | +338,575 | 1.03% | $9,000,425,562 | 50 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 10,680,171 | +4,183,120 | 1.71% | $6,381,936,374 | 44 qtrs |
| Acorns Advisers LLC | Added | 9,608,371 | +425,166 | 42.68% | $5,741,482,000 | 30 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 13, 2026
- Filing type
- 13F-HR
- Position type
- UIT EXCHANGE TRADED
Voting authority reported
- Sole
- 25,956
- Shared
- 0
- None
- 0
“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.