Reported 40,494 shares, down 325 (0.8%) from the prior quarter.
Reported value 0.1%; share count -0.8% 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 |
|---|---|
| 2023-12-31 | 18193626 |
| 2024-03-31 | 9847600 |
| 2024-06-30 | 10032877 |
| 2024-09-30 | 10680766 |
| 2024-12-31 | 10695811 |
| 2025-03-31 | 10163941 |
| 2025-06-30 | 10984234 |
| 2025-09-30 | 11588891 |
| 2025-12-31 | 11571129 |
| 2026-03-31 | 22234506 |
| 2026-06-30 | 25653829 |
| 2026-09-30 | 25065769 |
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 | 319,635 | +1,231 (0.4%) | 3.2% | $25,065,769 | 2026-10-26 | |
| Q2 2026 | Added | 318,404* | +8,708 (2.8%) | 3.27% | $25,653,829 | 2026-07-20 | |
| Q1 2026 | Added | 77,424 | +37,554 (94.2%) | 3.22% | $22,234,506 | 2026-05-04 | |
| Q4 2025 | Added | 39,870 | +417 (1.1%) | 1.6% | $11,571,129 | 2026-02-04 | |
| Q3 2025 | Added | 39,453 | +200 (0.5%) | 1.63% | $11,588,891 | 2025-10-28 | |
| Q2 2025 | Reduced | 39,253 | -48 (-0.1%) | 1.66% | $10,984,234 | 2025-07-22 | |
| Q1 2025 | Reduced | 39,301 | -1,193 (-2.9%) | 1.67% | $10,163,941 | 2025-05-06 | |
| Q4 2024 | Reduced | 40,494 | -325 (-0.8%) | 1.71% | $10,695,811 | 2025-02-13 | |
| Q3 2024 | Added | 40,819 | +382 (0.9%) | 1.74% | $10,680,766 | 2024-10-08 | |
| Q2 2024 | Reduced | 40,437 | -1,446 (-3.5%) | 1.73% | $10,032,877 | 2024-07-22 | |
| Q1 2024 | Reduced | 41,883 | -36,322 (-46.4%) | 1.81% | $9,847,600 | 2024-05-09 | |
| Q4 2023 | New | 78,205 | +78,205 (0.0%) | 3.59% | $18,193,626 | 2024-05-09 |
Who else reported the position
2208 managers reported VANGUARD MID-CAP ETF for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY MN | Added | 22,395,761 | +113,067 | 1.33% | $5,915,392,413 | 47 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 17,440,379 | +2,965,961 | 4.38% | $4,606,527,250 | 47 qtrs |
| Bank of America Corporation | Added | 16,558,670 | +484,602 | 0.37% | $4,373,641,453 | 47 qtrs |
| Legacy Financial Group LLC | Reduced | 15,398 | -1,043 | 0.66% | $4,067,193,000 | 17 qtrs |
| Creative Planning | Reduced | 8,086,671 | -93,399 | 2.08% | $2,135,932,420 | 47 qtrs |
| MORGAN STANLEY | Added | 7,673,828 | +302,028 | 0.14% | $2,026,888,765 | 47 qtrs |
| RAYMOND JAMES FINANCIAL INC | New | 6,061,609 | +6,061,609 | 0.59% | $1,601,052,572 | 1 qtr |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 5,792,473 | +196,187 | 1.29% | $1,529,966,183 | 47 qtrs |
| UBS Group AG | Added | 5,562,655 | +67,613 | 0.27% | $1,469,264,064 | 41 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 3,393,659 | -109,565 | 0.23% | $896,033,321 | 47 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- February 13, 2025
- Filing type
- 13F-HR
- Position type
- MID CAP ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 40,494
“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.