Reported 3,988 shares, up 2,021 (102.7%) from the prior quarter.
Reported value 131.1%; share count 102.7% 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 |
|---|---|
| 2023-03-31 | 1500225 |
| 2023-06-30 | 1611160 |
| 2023-09-30 | 772778 |
| 2023-12-31 | 1785674 |
| 2024-03-31 | 11982129 |
| 2025-09-30 | 1783863 |
| 2025-12-31 | 1263068 |
| 2026-03-31 | 249776 |
| 2026-06-30 | 292581 |
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 | 426 | +8 (1.9%) | 1.19% | $292,581 | 2026-08-14 | |
| Q1 2026 | Reduced | 418 | -1,596 (-79.2%) | 1.14% | $249,776 | 2026-05-15 | |
| Q4 2025 | Reduced | 2,014 | -899 (-30.9%) | 5.9% | $1,263,068 | 2026-02-17 | |
| Q3 2025 | Reduced | 2,913 | -22,046 (-88.3%) | 5.71% | $1,783,863 | 2025-11-14 | |
| Q1 2024 | Added | 24,959 | +20,971 (525.9%) | 2.91% | $11,982,129 | 2024-05-10 | |
| Q4 2023 | Added | 3,988 | +2,021 (102.7%) | 1.43% | $1,785,674 | 2024-01-30 | |
| Q3 2023 | Reduced | 1,967 | -1,965 (-50.0%) | 0.65% | $772,778 | 2023-11-15 | |
| Q2 2023 | Reduced | 3,932 | -42 (-1.1%) | 1.02% | $1,611,160 | 2023-08-15 | |
| Q1 2023 | New | 3,974 | +3,974 (0.0%) | 0.99% | $1,500,225 | 2023-05-15 |
Who else reported the position
2743 managers reported VANGUARD INDEX FDS S&P 500 ETF for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | Added | 23,203,848 | +383,340 | 7.57% | $10,135,440,634 | 39 qtrs |
| VANGUARD GROUP INC | Added | 22,840,105 | +1,233,726 | 0.22% | $9,976,557,778 | 41 qtrs |
| Bank of America Corporation | Reduced | 21,836,317 | -22,357 | 0.96% | $9,538,103,262 | 41 qtrs |
| MORGAN STANLEY | Added | 18,104,178 | +985,378 | 0.7% | $7,907,905,528 | 41 qtrs |
| The Goldman Sachs Group Inc | Added | 15,057,984 | +3,938,441 | 1.21% | $6,577,327,443 | 41 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 12,567,649 | -944,571 | 2.27% | $5,489,549,159 | 35 qtrs |
| JPMorgan Chase & Co | Reduced | 10,852,026 | -7,775,398 | 0.45% | $4,740,165,285 | 41 qtrs |
| Acorns Advisers LLC | Added | 7,879,011 | +82,119 | 42.14% | $3,441,552,000 | 21 qtrs |
| WELLS FARGO & COMPANY MN | Added | 4,217,243 | +383,000 | 0.48% | $1,842,091,574 | 41 qtrs |
| THE BANK OF NEW YORK MELLON CORPORATION | Added | 3,919,580 | +39,335 | 0.35% | $1,712,072,546 | 41 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- January 30, 2024
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 3,988
“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.