Reported 127,406 shares, up 4,100 (3.3%) from the prior quarter.
Reported value -7.5%; share count 3.3% 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 | 13754794 |
| 2024-03-31 | 16994808 |
| 2024-06-30 | 21046453 |
| 2024-09-30 | 28513927 |
| 2024-12-31 | 32047342 |
| 2025-03-31 | 31975951 |
| 2025-06-30 | 43615036 |
| 2025-09-30 | 51192671 |
| 2025-12-31 | 60155723 |
| 2026-03-31 | 55649667 |
| 2026-06-30 | 92463866 |
| 2026-09-30 | 102797184 |
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 | 1,140,797 | +67,383 (6.3%) | 0.71% | $102,797,184 | 2026-10-16 | |
| Q2 2026 | Added | 1,073,414* | +308,978 (40.4%) | 0.79% | $92,463,866 | 2026-07-27 | |
| Q1 2026 | Added | 127,406 | +4,100 (3.3%) | 0.61% | $55,649,667 | 2026-04-21 | |
| Q4 2025 | Added | 123,306 | +16,568 (15.5%) | 0.69% | $60,155,723 | 2026-01-29 | |
| Q3 2025 | Added | 106,738 | +7,251 (7.3%) | 0.88% | $51,192,671 | 2025-10-27 | |
| Q2 2025 | Added | 99,487 | +13,257 (15.4%) | 0.84% | $43,615,036 | 2025-07-25 | |
| Q1 2025 | Added | 86,230 | +8,150 (10.4%) | 0.78% | $31,975,951 | 2025-04-29 | |
| Q4 2024 | Added | 78,080 | +3,811 (5.1%) | 0.86% | $32,047,342 | 2025-02-03 | |
| Q3 2024 | Added | 74,269 | +17,997 (32.0%) | 0.84% | $28,513,927 | 2024-10-30 | |
| Q2 2024 | Added | 56,272 | +6,897 (14.0%) | 0.69% | $21,046,453 | 2024-07-30 | |
| Q1 2024 | Added | 49,375 | +5,130 (11.6%) | 0.69% | $16,994,808 | 2024-05-07 | |
| Q4 2023 | New | 44,245 | +44,245 (0.0%) | 0.65% | $13,754,794 | 2024-04-15 |
Who else reported the position
2918 managers reported VANGUARD INDEX FDS for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 54,648,818 | +6,771,524 | 1.74% | $23,870,057,029 | 52 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Reduced | 39,228,809 | -153,174 | 7.96% | $16,571,482,525 | 52 qtrs |
| MORGAN STANLEY | Added | 14,863,770 | +478,009 | 0.39% | $6,492,347,648 | 52 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 8,696,213 | +1,040,585 | 1.02% | $3,798,418,951 | 52 qtrs |
| UBS Group AG | Added | 6,068,786 | +454,224 | 0.4% | $2,650,785,037 | 46 qtrs |
| LPL Financial LLC | Reduced | 5,395,832 | -95,066 | 0.63% | $2,356,845,515 | 52 qtrs |
| WELLS FARGO & COMPANY MN | Added | 4,427,080 | +103,877 | 0.36% | $1,933,704,150 | 52 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 4,022,942 | +136,624 | 0.41% | $1,754,867,276 | 52 qtrs |
| EP Wealth Advisors LLC | Added | 3,651,263 | +187,033 | 7.84% | $1,594,835,376 | 2 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 3,575,213 | +246,574 | 0.48% | $1,561,617,154 | 6 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- April 21, 2026
- Filing type
- 13F-HR
- Position type
- GROWTH ETF
Voting authority reported
- Sole
- 127,406
- Shared
- 0
- None
- 0
“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.