Form 13-F position report

VANGUARD INDEX FDS

Reported by Gemmer Asset Management LLC

VUG CUSIP 922908736 Manager CIK 0001607825

Reported 38,764 shares, up 2,921 (8.1%) from the prior quarter.

Reported value 10.0%; share count 8.1% vs. the prior quarter.

Added
% of reported 13F value 1.46% This manager · Q4 2025
Shares 38,764 Quarter-end amount reported
Reported value $18,911,853 Fair value at quarter end
Consecutive quarters held 48 Through Q4 2025

Reported position value by 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.

Reported position value by quarter
Date Holding Value
2021-12-31 5086000
2022-03-31 10461000
2022-06-30 6776000
2022-09-30 6544000
2022-12-31 6972966
2023-03-31 8262118
2023-06-30 9756527
2023-09-30 9386195
2023-12-31 10839862
2024-03-31 12044235
2024-06-30 13195434
2024-09-30 13662489
2024-12-31 14465746
2025-03-31 13097446
2025-06-30 15848259
2025-09-30 17190710
2025-12-31 18911853
2026-03-31 17226689
2026-06-30 20896364
2026-09-30 21991005

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD INDEX FDS held by Gemmer Asset Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 244,046 +1,460 (0.6%) 1.43% $21,991,005 2026-10-16
Q2 2026 Added 242,586* +5,952 (2.5%) 1.4% $20,896,364 2026-07-15
Q1 2026 Added 39,439 +675 (1.7%) 1.36% $17,226,689 2026-04-23
Q4 2025 Added 38,764 +2,921 (8.1%) 1.46% $18,911,853 2026-01-23
Q3 2025 Reduced 35,843 -307 (-0.8%) 1.39% $17,190,710 2025-10-15
Q2 2025 Added 36,150 +830 (2.3%) 1.41% $15,848,259 2025-07-22
Q1 2025 Added 35,320 +76 (0.2%) 1.31% $13,097,446 2025-04-14
Q4 2024 Reduced 35,244 -342 (-1.0%) 1.42% $14,465,746 2025-01-16
Q3 2024 Added 35,586 +305 (0.9%) 1.37% $13,662,489 2024-10-24
Q2 2024 Added 35,281 +289 (0.8%) 1.41% $13,195,434 2024-07-16
Q1 2024 Added 34,992 +124 (0.4%) 1.4% $12,044,235 2024-04-24
Q4 2023 Added 34,868 +399 (1.2%) 1.33% $10,839,862 2024-01-17
Q3 2023 Reduced 34,469 -11 (0.0%) 1.27% $9,386,195 2023-10-19
Q2 2023 Added 34,480 +1,357 (4.1%) 1.33% $9,756,527 2023-07-20
Q1 2023 Added 33,123 +403 (1.2%) 1.21% $8,262,118 2023-04-17
Q4 2022 Added 32,720 +2,133 (7.0%) 1.1% $6,972,966 2023-01-20
Q3 2022 Added 30,587 +187 (0.6%) 1.09% $6,544,000 2022-10-21
Q2 2022 Reduced 30,400 -5,976 (-16.4%) 1.06% $6,776,000 2022-07-22
Q1 2022 Added 36,376 +20,527 (129.5%) 1.28% $10,461,000 2022-04-20
Q4 2021 Added 15,849 +879 (5.9%) 0.6% $5,086,000 2022-01-21
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2917 managers reported VANGUARD INDEX FDS for Q4 2025.

Managers reporting VANGUARD INDEX FDS in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 47,877,294 +789,296 1.7% $23,357,416,878 51 qtrs
JONES FINANCIAL COMPANIES LLLP Added 39,381,983 +4,166,873 11.71% $19,213,009,679 51 qtrs
MORGAN STANLEY Reduced 14,385,761 -387,829 0.42% $7,018,239,033 51 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 7,655,628 -662,910 1.11% $3,734,874,799 51 qtrs
Financial Engines Advisors L L C Reduced 6,494,674 -321,775 6.0% $3,168,491,599 32 qtrs
UBS Group AG Reduced 5,614,562 -189,706 0.44% $2,739,120,217 45 qtrs
LPL Financial LLC Added 5,490,898 +24,146 0.73% $2,678,789,532 51 qtrs
WELLS FARGO & COMPANY MN Added 4,323,203 +110,503 0.38% $2,109,117,465 51 qtrs
AMERIPRISE FINANCIAL INC Added 3,886,318 +18,225 0.43% $1,896,045,352 51 qtrs
TIAA TRUST NATIONAL ASSOCIATION Added 3,601,607 +89,760 4.21% $1,757,085,885 10 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
January 23, 2026
Filing type
13F-HR
Position type
GROWTH ETF

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.