Reported 16,648 shares, up 1,748 (11.7%) from the prior quarter.
Reported value 19.6%; share count 11.7% 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 | 5877000 |
| 2021-12-31 | 6505000 |
| 2022-03-31 | 6186000 |
| 2022-06-30 | 5173000 |
| 2022-09-30 | 4892000 |
| 2022-12-31 | 5234966 |
| 2023-03-31 | 6260702 |
| 2023-06-30 | 6780276 |
| 2023-09-30 | 6537693 |
| 2023-12-31 | 7272190 |
| 2024-03-31 | 8003213 |
| 2024-06-30 | 8326705 |
| 2024-09-30 | 8785393 |
| 2024-12-31 | 8971181 |
| 2025-03-31 | 8556768 |
| 2025-06-30 | 9457883 |
| 2025-09-30 | 10196500 |
| 2025-12-31 | 10490717 |
| 2026-03-31 | 9990700 |
| 2026-06-30 | 11483360 |
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 | 16,720 | +1 (0.0%) | 4.35% | $11,483,360 | 2026-08-14 | |
| Q1 2026 | Reduced | 16,719 | -9 (-0.1%) | 5.1% | $9,990,700 | 2026-05-15 | |
| Q4 2025 | Added | 16,728 | +77 (0.5%) | 4.44% | $10,490,717 | 2026-02-13 | |
| Q3 2025 | Added | 16,651 | +1 (0.0%) | 7.63% | $10,196,500 | 2025-11-14 | |
| Q2 2025 | Unchanged | 16,650 | 0 (0.0%) | 7.97% | $9,457,883 | 2025-08-13 | |
| Q1 2025 | Unchanged | 16,650 | 0 (0.0%) | 8.4% | $8,556,768 | 2025-04-23 | |
| Q4 2024 | Added | 16,650 | +1 (0.0%) | 9.8% | $8,971,181 | 2025-01-21 | |
| Q3 2024 | Unchanged | 16,649 | 0 (0.0%) | 9.5% | $8,785,393 | 2024-10-24 | |
| Q2 2024 | Unchanged | 16,649 | 0 (0.0%) | 9.55% | $8,326,705 | 2024-08-02 | |
| Q1 2024 | Unchanged | 16,649 | 0 (0.0%) | 9.61% | $8,003,213 | 2024-04-29 | |
| Q4 2023 | Added | 16,649 | +1 (0.0%) | 9.49% | $7,272,190 | 2024-02-05 | |
| Q3 2023 | Unchanged | 16,648 | 0 (0.0%) | 9.46% | $6,537,693 | 2023-10-30 | |
| Q2 2023 | Unchanged | 16,648 | 0 (0.0%) | 6.22% | $6,780,276 | 2023-07-13 | |
| Q1 2023 | Added | 16,648 | +1,748 (11.7%) | 6.87% | $6,260,702 | 2023-05-12 | |
| Q4 2022 | Unchanged | 14,900 | 0 (0.0%) | 7.44% | $5,234,966 | 2023-01-25 | |
| Q3 2022 | Reduced | 14,900 | -14 (-0.1%) | 7.55% | $4,892,000 | 2022-10-27 | |
| Q2 2022 | Added | 14,914 | +14 (0.1%) | 5.54% | $5,173,000 | 2022-08-09 | |
| Q1 2022 | Unchanged | 14,900 | 0 (0.0%) | 5.48% | $6,186,000 | 2022-05-13 | |
| Q4 2021 | Unchanged | 14,900 | 0 (0.0%) | 5.47% | $6,505,000 | 2022-02-11 | |
| Q3 2021 | Unchanged | 14,900 | 0 (0.0%) | 4.1% | $5,877,000 | 2021-11-16 | |
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Who else reported the position
2384 managers reported VANGUARD INDEX FDS S&P 500 ETF for Q1 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | Added | 21,249,484 | +23,832 | 6.94% | $7,991,293,385 | 36 qtrs |
| Bank of America Corporation | Added | 20,933,781 | +1,090,771 | 0.81% | $7,872,567,093 | 38 qtrs |
| VANGUARD GROUP INC | Added | 19,832,860 | +544,872 | 0.19% | $7,458,543,995 | 38 qtrs |
| MORGAN STANLEY | Reduced | 17,309,775 | -318,596 | 0.7% | $6,509,687,724 | 38 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 42,348,480 | +28,582,775 | 2.64% | $5,485,238,405 | 32 qtrs |
| The Goldman Sachs Group Inc | Added | 10,393,897 | +868,815 | 0.9% | $3,908,832,845 | 38 qtrs |
| JPMorgan Chase & Co | Reduced | 8,867,795 | -120,374 | 0.41% | $3,334,913,516 | 38 qtrs |
| Acorns Advisers LLC | Added | 7,694,526 | +283,105 | 42.05% | $2,893,680,000 | 18 qtrs |
| UNITED CAPITAL FINANCIAL ADVISERS LLC | Added | 4,356,410 | +296,913 | 9.14% | $1,638,315,055 | 38 qtrs |
| LPL Financial LLC | Added | 3,711,555 | +127,824 | 1.09% | $1,395,804,529 | 38 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2023
- Filed
- May 12, 2023
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 16,648
“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.