Reported 339,308 shares, up 13,951 (4.3%) from the prior quarter.
Reported value -0.6%; share count 4.3% 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 | 122314000 |
| 2022-03-31 | 119093000 |
| 2022-06-30 | 104368000 |
| 2022-09-30 | 100072000 |
| 2022-12-31 | 108222881 |
| 2023-03-31 | 116884186 |
| 2023-06-30 | 125305295 |
| 2023-09-30 | 119064212 |
| 2023-12-31 | 133188589 |
| 2024-03-31 | 145786882 |
| 2024-06-30 | 151108971 |
| 2024-09-30 | 158646708 |
| 2024-12-31 | 158031337 |
| 2025-03-31 | 147517073 |
| 2025-06-30 | 173958311 |
| 2025-09-30 | 201956021 |
| 2025-12-31 | 204041304 |
| 2026-03-31 | 202753467 |
| 2026-06-30 | 237037726 |
| 2026-09-30 | 244817183 |
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 | 349,310 | +4,181 (1.2%) | 13.83% | $244,817,183 | 2026-10-21 | |
| Q2 2026 | Added | 345,129 | +5,821 (1.7%) | 13.73% | $237,037,726 | 2026-07-22 | |
| Q1 2026 | Added | 339,308 | +13,951 (4.3%) | 13.08% | $202,753,467 | 2026-04-27 | |
| Q4 2025 | Reduced | 325,357 | -4,432 (-1.3%) | 12.7% | $204,041,304 | 2026-01-21 | |
| Q3 2025 | Added | 329,789 | +23,541 (7.7%) | 12.2% | $201,956,021 | 2025-10-20 | |
| Q2 2025 | Added | 306,248 | +19,200 (6.7%) | 11.36% | $173,958,311 | 2025-07-17 | |
| Q1 2025 | Reduced | 287,048 | -6,249 (-2.1%) | 10.44% | $147,517,073 | 2025-04-25 | |
| Q4 2024 | Reduced | 293,297 | -7,358 (-2.4%) | 10.82% | $158,031,337 | 2025-01-17 | |
| Q3 2024 | Reduced | 300,655 | -1,484 (-0.5%) | 11.01% | $158,646,708 | 2024-10-09 | |
| Q2 2024 | Reduced | 302,139 | -1,141 (-0.4%) | 11.38% | $151,108,971 | 2024-07-10 | |
| Q1 2024 | Reduced | 303,280 | -1,639 (-0.5%) | 11.25% | $145,786,882 | 2024-04-19 | |
| Q4 2023 | Added | 304,919 | +1,725 (0.6%) | 10.98% | $133,188,589 | 2024-01-26 | |
| Q3 2023 | Reduced | 303,194 | -4,470 (-1.5%) | 10.99% | $119,064,212 | 2023-11-01 | |
| Q2 2023 | Reduced | 307,664 | -3,140 (-1.0%) | 10.97% | $125,305,295 | 2023-07-25 | |
| Q1 2023 | Added | 310,804 | +2,775 (0.9%) | 10.69% | $116,884,186 | 2023-04-18 | |
| Q4 2022 | Added | 308,029 | +3,209 (1.1%) | 10.45% | $108,222,881 | 2023-02-03 | |
| Q3 2022 | Added | 304,820 | +3,944 (1.3%) | 10.33% | $100,072,000 | 2022-10-27 | |
| Q2 2022 | Added | 300,876 | +14,022 (4.9%) | 10.34% | $104,368,000 | 2022-07-29 | |
| Q1 2022 | Added | 286,854 | +6,685 (2.4%) | 10.14% | $119,093,000 | 2022-05-09 | |
| Q4 2021 | Added | 280,169 | +8,284 (3.0%) | 9.69% | $122,314,000 | 2022-02-15 | |
|
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Who else reported the position
4023 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
- April 27, 2026
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 339,308
“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.