Reported 110,668 shares, up 1,594 (1.5%) from the prior quarter.
Reported value -3.3%; share count 1.5% 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 | 18076839 |
| 2022-03-31 | 18406851 |
| 2022-06-30 | 15996960 |
| 2022-09-30 | 16445511 |
| 2022-12-31 | 18287413 |
| 2023-03-31 | 19943590 |
| 2023-06-30 | 21922901 |
| 2023-09-30 | 21331868 |
| 2023-12-31 | 24788366 |
| 2024-03-31 | 28912302 |
| 2024-06-30 | 30753118 |
| 2024-09-30 | 33692632 |
| 2024-12-31 | 38551654 |
| 2025-03-31 | 48989684 |
| 2025-06-30 | 60061425 |
| 2025-09-30 | 65914214 |
| 2025-12-31 | 68403318 |
| 2026-03-31 | 66129751 |
| 2026-06-30 | 76757946 |
| 2026-09-30 | 79657759 |
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 | 413,746 | +301,986 (270.2%) | 13.58% | $79,657,759 | 2026-10-13 | |
| Q2 2026 | Added | 111,760 | +1,092 (1.0%) | 12.88% | $76,757,946 | 2026-07-20 | |
| Q1 2026 | Added | 110,668 | +1,594 (1.5%) | 12.81% | $66,129,751 | 2026-05-05 | |
| Q4 2025 | Added | 109,074 | +1,438 (1.3%) | 13.23% | $68,403,318 | 2026-01-21 | |
| Q3 2025 | Added | 107,636 | +1,900 (1.8%) | 13.12% | $65,914,214 | 2025-10-22 | |
| Q2 2025 | Added | 105,736 | +10,409 (10.9%) | 12.78% | $60,061,425 | 2025-07-23 | |
| Q1 2025 | Added | 95,327 | +23,777 (33.2%) | 11.16% | $48,989,684 | 2025-04-15 | |
| Q4 2024 | Added | 71,550 | +7,698 (12.1%) | 9.41% | $38,551,654 | 2025-02-14 | |
| Q3 2024 | Added | 63,852 | +2,362 (3.8%) | 8.25% | $33,692,632 | 2024-10-15 | |
| Q2 2024 | Added | 61,490 | +1,344 (2.2%) | 8.02% | $30,753,118 | 2024-07-17 | |
| Q1 2024 | Added | 60,146 | +3,396 (6.0%) | 7.62% | $28,912,302 | 2024-04-15 | |
| Q4 2023 | Added | 56,750 | +2,429 (4.5%) | 6.97% | $24,788,366 | 2024-01-30 | |
| Q3 2023 | Added | 54,321 | +493 (0.9%) | 6.68% | $21,331,868 | 2023-12-18 | |
| Q2 2023 | Added | 53,828 | +796 (1.5%) | 6.46% | $21,922,901 | 2023-12-18 | |
| Q1 2023 | Added | 53,032 | +982 (1.9%) | 6.2% | $19,943,590 | 2023-12-18 | |
| Q4 2022 | Added | 52,050 | +1,957 (3.9%) | 5.82% | $18,287,413 | 2023-12-18 | |
| Q3 2022 | Added | 50,093 | +3,976 (8.6%) | 5.85% | $16,445,511 | 2023-12-19 | |
| Q2 2022 | Added | 46,117 | +1,781 (4.0%) | 5.45% | $15,996,960 | 2023-12-19 | |
| Q1 2022 | Added | 44,336 | +2,929 (7.1%) | 5.74% | $18,406,851 | 2023-12-19 | |
| Q4 2021 | Added | 41,407 | +1,287 (3.2%) | 5.64% | $18,076,839 | 2023-12-20 | |
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Who else reported the position
4019 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
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 110,668
“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.