Reported 15,137 shares, up 88 (0.6%) from the prior quarter.
Reported value -4.2%; share count 0.6% 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 |
|---|---|
| 2022-09-30 | 7223000 |
| 2022-12-31 | 714 |
| 2023-03-31 | 768 |
| 2023-06-30 | 831 |
| 2023-09-30 | 3554 |
| 2023-12-31 | 4423 |
| 2024-03-31 | 10139 |
| 2024-06-30 | 60562 |
| 2024-09-30 | 12391 |
| 2024-12-31 | 13776 |
| 2025-03-31 | 63154 |
| 2025-06-30 | 0 |
| 2025-09-30 | 9172353 |
| 2025-12-31 | 9437683 |
| 2026-03-31 | 9045359 |
| 2026-06-30 | 10420148 |
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 | Added | 15,172 | +35 (0.2%) | 1.46% | $10,420,148 | 2026-08-07 | |
| Q1 2026 | Added | 15,137 | +88 (0.6%) | 1.32% | $9,045,359 | 2026-05-05 | |
| Q4 2025 | Added | 15,049 | +71 (0.5%) | 1.74% | $9,437,683 | 2026-02-06 | |
| Q3 2025 | New | 14,978 | +14,978 (0.0%) | 1.84% | $9,172,353 | 2025-11-13 | |
| Q2 2025 | Reduced | 0 | -123 (-100.0%) | 0 | $0 | 2025-08-11 | |
| Q1 2025 | Added | 123 | +97 (373.1%) | 0.01% | $63,154 | 2025-04-29 | |
| Q4 2024 | Added | 26 | +3 (13.0%) | < 0.01% | $13,776 | 2025-02-07 | |
| Q3 2024 | Reduced | 23 | -99 (-81.1%) | < 0.01% | $12,391 | 2024-10-08 | |
| Q2 2024 | Added | 122 | +101 (481.0%) | 0.01% | $60,562 | 2024-07-12 | |
| Q1 2024 | Added | 21 | +10 (90.9%) | < 0.01% | $10,139 | 2024-04-18 | |
| Q4 2023 | Added | 11 | +2 (22.2%) | < 0.01% | $4,423 | 2024-02-05 | |
| Q3 2023 | Added | 9 | +7 (350.0%) | < 0.01% | $3,554 | 2023-10-23 | |
| Q2 2023 | Unchanged | 2 | 0 (0.0%) | < 0.01% | $831 | 2023-07-24 | |
| Q1 2023 | Unchanged | 2 | 0 (0.0%) | < 0.01% | $768 | 2023-04-24 | |
| Q4 2022 | Reduced | 2 | -22,000 (-100.0%) | < 0.01% | $714 | 2023-01-13 | |
| Q3 2022 | New | 22,002 | +22,002 (0.0%) | 2.15% | $7,223,000 | 2022-10-17 |
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
- May 05, 2026
- Filing type
- 13F-HR
- Position type
- ETF
Voting authority reported
- Sole
- 14,671
- Shared
- 0
- None
- 466
“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.