Reported 16,719 shares, down 9 (0.1%) from the prior quarter.
Reported value -4.8%; share count -0.1% 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
4022 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 15, 2026
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 16,719
“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.