Reported 655,679 shares, up 58,391 (9.8%) from the prior quarter.
Reported value 23.2%; share count 9.8% 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 | 12544000 |
| 2022-03-31 | 13789000 |
| 2022-06-30 | 11903000 |
| 2022-09-30 | 12419000 |
| 2022-12-31 | 14632000 |
| 2023-03-31 | 15813000 |
| 2023-06-30 | 17115000 |
| 2023-09-30 | 16856396 |
| 2023-12-31 | 19135101 |
| 2024-03-31 | 21593671 |
| 2024-06-30 | 21035865 |
| 2024-09-30 | 24878650 |
| 2024-12-31 | 27166308 |
| 2025-03-31 | 28793458 |
| 2025-06-30 | 32781793 |
| 2025-09-30 | 39814692 |
| 2025-12-31 | 41145938 |
| 2026-03-31 | 42882322 |
| 2026-06-30 | 52828058 |
| 2026-09-30 | 51223783 |
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 | Reduced | 653,198 | -2,481 (-0.4%) | 1.68% | $51,223,783 | 2026-11-04 | |
| Q2 2026 | Added | 655,679* | +58,391 (9.8%) | 1.31% | $52,828,058 | 2026-07-28 | |
| Q1 2026 | Added | 149,322 | +7,547 (5.3%) | 1.19% | $42,882,322 | 2026-04-21 | |
| Q4 2025 | Added | 141,775 | +6,231 (4.6%) | 1.13% | $41,145,938 | 2026-02-03 | |
| Q3 2025 | Added | 135,544 | +18,395 (15.7%) | 1.11% | $39,814,692 | 2025-11-06 | |
| Q2 2025 | Added | 117,149 | +5,814 (5.2%) | 0.97% | $32,781,793 | 2025-07-07 | |
| Q1 2025 | Added | 111,335 | +8,483 (8.2%) | 1.0% | $28,793,458 | 2025-04-14 | |
| Q4 2024 | Added | 102,852 | +8,554 (9.1%) | 0.93% | $27,166,308 | 2025-01-17 | |
| Q3 2024 | Added | 94,298 | +7,409 (8.5%) | 0.84% | $24,878,650 | 2024-10-11 | |
| Q2 2024 | Added | 86,889 | +466 (0.5%) | 0.79% | $21,035,865 | 2024-07-11 | |
| Q1 2024 | Added | 86,423 | +4,171 (5.1%) | 0.81% | $21,593,671 | 2024-04-23 | |
| Q4 2023 | Added | 82,252 | +1,305 (1.6%) | 1.08% | $19,135,101 | 2024-02-16 | |
| Q3 2023 | Added | 80,947 | +3,210 (4.1%) | 0.74% | $16,856,396 | 2023-12-11 | |
| Q2 2023 | Added | 77,737 | +2,765 (3.7%) | 0.72% | $17,115,000 | 2023-07-13 | |
| Q1 2023 | Added | 74,972 | +3,177 (4.4%) | 0.69% | $15,813,000 | 2023-04-21 | |
| Q4 2022 | Added | 71,795 | +5,731 (8.7%) | 0.65% | $14,632,000 | 2023-01-18 | |
| Q3 2022 | Added | 66,064 | +5,635 (9.3%) | 0.84% | $12,419,000 | 2022-10-13 | |
| Q2 2022 | Added | 60,429 | +2,451 (4.2%) | 0.52% | $11,903,000 | 2022-07-18 | |
| Q1 2022 | Added | 57,978 | +8,739 (17.7%) | 0.52% | $13,789,000 | 2022-04-25 | |
| Q4 2021 | Added | 49,239 | +3,691 (8.1%) | 0.45% | $12,544,000 | 2022-02-02 | |
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Who else reported the position
2577 managers reported VANGUARD INDEX FDS for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Added | 110,769,908 | +5,681,256 | 3.55% | $8,861,135,630 | 53 qtrs |
| WELLS FARGO & COMPANY MN | Reduced | 109,705,786 | -1,393,350 | 1.43% | $8,838,995,135 | 53 qtrs |
| Bank of America Corporation | Added | 73,987,186 | +1,462,886 | 0.38% | $5,961,147,589 | 53 qtrs |
| UBS Group AG | Added | 55,523,351 | +1,927,087 | 0.57% | $4,473,516,390 | 47 qtrs |
| MORGAN STANLEY | Added | 36,272,342 | +1,734,258 | 0.15% | $2,922,462,646 | 53 qtrs |
| Creative Planning | Reduced | 32,713,198 | -530,358 | 1.54% | $2,635,702,319 | 53 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 31,257,030 | +1,195,062 | 0.68% | $2,518,378,941 | 7 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 24,776,718 | +1,199,026 | 0.47% | $1,995,988,906 | 53 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 24,385,742 | -850,386 | 1.05% | $1,964,759,210 | 53 qtrs |
| US BANCORP DE | Added | 22,846,853 | +1,188,605 | 2.01% | $1,840,835,485 | 53 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 28, 2026
- Filing type
- 13F-HR
- Position type
- MUTUAL FUNDS -
Voting authority reported
- Sole
- 645,694
- Shared
- 0
- None
- 9,985
“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.