VANGUARD INDEX FDS
Reported by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
Reported 399,205 shares, up 176,205 (79.0%) from the prior quarter.
Reported value 82.7%; share count 79.0% 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 | 101240000 |
| 2022-03-31 | 23664000 |
| 2022-06-30 | 19772000 |
| 2022-09-30 | 22652000 |
| 2022-12-31 | 24242460 |
| 2023-03-31 | 21435990 |
| 2023-06-30 | 78727224 |
| 2023-09-30 | 75993780 |
| 2023-12-31 | 84433440 |
| 2024-03-31 | 92919310 |
| 2024-06-30 | 86172399 |
| 2024-09-30 | 93555891 |
| 2024-12-31 | 158841188 |
| 2025-03-31 | 163320598 |
| 2025-06-30 | 178361420 |
| 2025-09-30 | 189837800 |
| 2025-12-31 | 188577991 |
| 2026-03-31 | 133253650 |
| 2026-06-30 | 153158630 |
| 2026-09-30 | 279786816 |
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 | 399,205 | +176,205 (79.0%) | 19.91% | $279,786,816 | 2026-11-04 | |
| Q2 2026 | Unchanged | 223,000 | 0 (0.0%) | 6.06% | $153,158,630 | 2026-08-12 | |
| Q1 2026 | Reduced | 223,000 | -77,700 (-25.8%) | 4.88% | $133,253,650 | 2026-05-07 | |
| Q4 2025 | Reduced | 300,700 | -9,300 (-3.0%) | 6.3% | $188,577,991 | 2026-02-05 | |
| Q3 2025 | Reduced | 310,000 | -4,000 (-1.3%) | 6.99% | $189,837,800 | 2025-10-30 | |
| Q2 2025 | Reduced | 314,000 | -3,800 (-1.2%) | 6.52% | $178,361,420 | 2025-08-04 | |
| Q1 2025 | Added | 317,800 | +23,000 (7.8%) | 6.65% | $163,320,598 | 2025-05-12 | |
| Q4 2024 | Added | 294,800 | +117,500 (66.3%) | 6.33% | $158,841,188 | 2025-01-27 | |
| Q3 2024 | Added | 177,300 | +5,000 (2.9%) | 4.33% | $93,555,891 | 2024-11-14 | |
| Q2 2024 | Reduced | 172,300 | -21,000 (-10.9%) | 4.99% | $86,172,399 | 2024-08-07 | |
| Q1 2024 | Unchanged | 193,300 | 0 (0.0%) | 6.74% | $92,919,310 | 2024-05-13 | |
| Q4 2023 | Reduced | 193,300 | -216 (-0.1%) | 6.05% | $84,433,440 | 2024-02-12 | |
| Q3 2023 | Added | 193,516 | +216 (0.1%) | 5.83% | $75,993,780 | 2023-11-13 | |
| Q2 2023 | Added | 193,300 | +136,300 (239.1%) | 4.52% | $78,727,224 | 2023-08-14 | |
| Q1 2023 | Reduced | 57,000 | -12,000 (-17.4%) | 1.21% | $21,435,990 | 2023-05-11 | |
| Q4 2022 | Unchanged | 69,000 | 0 (0.0%) | 1.61% | $24,242,460 | 2023-02-08 | |
| Q3 2022 | Added | 69,000 | +12,000 (21.1%) | 1.82% | $22,652,000 | 2022-11-03 | |
| Q2 2022 | Unchanged | 57,000 | 0 (0.0%) | 1.34% | $19,772,000 | 2022-08-12 | |
| Q1 2022 | Reduced | 57,000 | -174,900 (-75.4%) | 1.3% | $23,664,000 | 2022-05-12 | |
| Q4 2021 | Unchanged | 231,900 | 0 (0.0%) | 5.42% | $101,240,000 | 2022-02-10 | |
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Who else reported the position
2430 managers reported VANGUARD INDEX FDS for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| ASSETMARK INC | Added | 4,176,253 | +138,388 | 4.92% | $2,926,968,433 | 52 qtrs |
| Citigroup Inc | Added | 3,721,846 | +54,136 | 0.85% | $2,608,493,311 | 52 qtrs |
| National Mutual Insurance Federation of Agricultural Cooperatives | Unchanged | 2,925,650 | 0 | 13.11% | $2,050,471,059 | 50 qtrs |
| MEITAV DASH INVESTMENTS LTD | Added | 2,912,192 | +410,586 | 13.14% | $2,041,022,141 | 2 qtrs |
| CLIFTONLARSONALLEN WEALTH ADVISORS LLC | Added | 2,447,239 | +93,754 | 22.4% | $1,715,171,755 | 26 qtrs |
| TRUIST FINANCIAL CORPORATION | Added | 2,241,232 | +508,447 | 1.86% | $1,570,790,295 | 45 qtrs |
| Cambridge Investment Research Advisors Inc | Reduced | 2,042,146 | -11,240 | 3.17% | $1,431,258,000 | 45 qtrs |
| Creative Planning | Added | 1,682,882 | +26,978 | 0.66% | $1,179,464,484 | 52 qtrs |
| Plante Moran Financial Advisors LLC | Added | 1,504,578 | +26,918 | 48.02% | $1,054,498,448 | 50 qtrs |
| Nicholas Hoffman & Company LLC | Added | 1,407,032 | +6,790 | 20.6% | $986,132,157 | 40 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- November 04, 2026
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 399,205
- 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.