Reported 14,502 shares, up 806 (5.9%) from the prior quarter.
Reported value 14.7%; share count 5.9% 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 | 19159000 |
| 2022-03-31 | 6616000 |
| 2022-06-30 | 5652000 |
| 2022-09-30 | 5364000 |
| 2022-12-31 | 4973249 |
| 2023-03-31 | 5150621 |
| 2023-06-30 | 5906331 |
| 2023-09-30 | 28974110 |
| 2023-12-31 | 43267086 |
| 2024-03-31 | 52931564 |
| 2024-06-30 | 60974837 |
| 2024-09-30 | 66479311 |
| 2024-12-31 | 67955008 |
| 2025-03-31 | 18691114 |
| 2025-06-30 | 23962297 |
| 2025-09-30 | 23630207 |
| 2025-12-31 | 21265852 |
| 2026-03-31 | 17453589 |
| 2026-06-30 | 20571874 |
| 2026-09-30 | 22450606 |
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 | 32,033 | +2,080 (6.9%) | 2.98% | $22,450,606 | 2026-10-19 | |
| Q2 2026 | Added | 29,953 | +744 (2.5%) | 2.88% | $20,571,874 | 2026-07-15 | |
| Q1 2026 | Reduced | 29,209 | -4,701 (-13.9%) | 2.76% | $17,453,589 | 2026-04-09 | |
| Q4 2025 | Reduced | 33,910 | -4,540 (-11.8%) | 3.33% | $21,265,852 | 2026-01-20 | |
| Q3 2025 | Reduced | 38,450 | -3,735 (-8.9%) | 3.89% | $23,630,207 | 2025-10-09 | |
| Q2 2025 | Added | 42,185 | +5,815 (16.0%) | 4.42% | $23,962,297 | 2025-07-10 | |
| Q1 2025 | Reduced | 36,370 | -89,751 (-71.2%) | 3.75% | $18,691,114 | 2025-04-10 | |
| Q4 2024 | Added | 126,121 | +134 (0.1%) | 10.31% | $67,955,008 | 2025-01-17 | |
| Q3 2024 | Added | 125,987 | +4,069 (3.3%) | 11.2% | $66,479,311 | 2024-10-16 | |
| Q2 2024 | Added | 121,918 | +11,804 (10.7%) | 11.54% | $60,974,837 | 2024-07-24 | |
| Q1 2024 | Added | 110,114 | +11,059 (11.2%) | 12.45% | $52,931,564 | 2024-04-30 | |
| Q4 2023 | Added | 99,055 | +25,273 (34.3%) | 11.63% | $43,267,086 | 2024-01-22 | |
| Q3 2023 | Added | 73,782 | +59,280 (408.8%) | 8.67% | $28,974,110 | 2023-10-18 | |
| Q2 2023 | Added | 14,502 | +806 (5.9%) | 1.79% | $5,906,331 | 2023-07-13 | |
| Q1 2023 | Reduced | 13,696 | -459 (-3.2%) | 1.72% | $5,150,621 | 2023-04-13 | |
| Q4 2022 | Reduced | 14,155 | -2,182 (-13.4%) | 1.79% | $4,973,249 | 2023-01-20 | |
| Q3 2022 | Added | 16,337 | +43 (0.3%) | 3.0% | $5,364,000 | 2022-10-12 | |
| Q2 2022 | Added | 16,294 | +358 (2.2%) | 3.13% | $5,652,000 | 2022-07-20 | |
| Q1 2022 | Reduced | 15,936 | -27,950 (-63.7%) | 2.98% | $6,616,000 | 2022-04-19 | |
| Q4 2021 | Added | 43,886 | +3,161 (7.8%) | 7.76% | $19,159,000 | 2022-01-24 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
2477 managers reported VANGUARD INDEX FDS S&P 500 ETF for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 22,637,204 | +13,769,409 | 1.0% | $9,219,680,740 | 39 qtrs |
| Bank of America Corporation | Added | 21,841,132 | +907,351 | 0.93% | $8,895,456,312 | 39 qtrs |
| RAYMOND JAMES & ASSOCIATES | Added | 21,279,479 | +29,995 | 7.14% | $8,666,706,039 | 37 qtrs |
| VANGUARD GROUP INC | Added | 20,374,764 | +541,904 | 0.2% | $8,298,234,236 | 39 qtrs |
| MORGAN STANLEY | Added | 17,375,738 | +65,963 | 0.7% | $7,076,791,780 | 39 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 15,897,907 | -26,450,573 | 2.87% | $6,474,899,529 | 33 qtrs |
| The Goldman Sachs Group Inc | Added | 10,425,445 | +31,548 | 0.91% | $4,246,075,567 | 39 qtrs |
| Acorns Advisers LLC | Added | 7,733,725 | +39,199 | 42.67% | $3,149,791,000 | 19 qtrs |
| UNITED CAPITAL FINANCIAL ADVISERS LLC | Added | 4,502,702 | +146,292 | 10.0% | $1,833,860,645 | 39 qtrs |
| WELLS FARGO & COMPANY MN | Added | 3,714,123 | +11,440 | 0.42% | $1,512,688,145 | 39 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 13, 2023
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 14,502
“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.