Reported 11,639 shares, down 371 (3.1%) from the prior quarter.
Reported value -13.2%; share count -3.1% 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 |
|---|---|
| 2021-09-30 | 7183000 |
| 2021-12-31 | 8137000 |
| 2022-03-31 | 7417000 |
| 2022-06-30 | 5597000 |
| 2022-09-30 | 5339000 |
| 2022-12-31 | 5115161 |
| 2023-03-31 | 5835284 |
| 2023-06-30 | 6394503 |
| 2023-09-30 | 5882626 |
| 2023-12-31 | 5886668 |
| 2024-03-31 | 5908224 |
| 2024-06-30 | 5853291 |
| 2024-09-30 | 5731654 |
| 2024-12-31 | 5776666 |
| 2025-03-31 | 5115000 |
| 2025-06-30 | 5445258 |
| 2025-09-30 | 5951014 |
| 2025-12-31 | 5859457 |
| 2026-03-31 | 5083813 |
| 2026-06-30 | 6005931 |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 69,723* | -111 (-0.2%) | 0.84% | $6,005,931 | 2026-08-07 | |
| Q1 2026 | Reduced | 11,639 | -371 (-3.1%) | 0.74% | $5,083,813 | 2026-05-05 | |
| Q4 2025 | Reduced | 12,010 | -398 (-3.2%) | 1.08% | $5,859,457 | 2026-02-06 | |
| Q3 2025 | Reduced | 12,408 | -13 (-0.1%) | 1.19% | $5,951,014 | 2025-11-13 | |
| Q2 2025 | Reduced | 12,421 | -1,373 (-10.0%) | 1.21% | $5,445,258 | 2025-08-11 | |
| Q1 2025 | Reduced | 13,794 | -280 (-2.0%) | 0.97% | $5,115,000 | 2025-04-29 | |
| Q4 2024 | Reduced | 14,074 | -855 (-5.7%) | 1.05% | $5,776,666 | 2025-02-07 | |
| Q3 2024 | Reduced | 14,929 | -722 (-4.6%) | 1.12% | $5,731,654 | 2024-10-08 | |
| Q2 2024 | Reduced | 15,651 | -1,514 (-8.8%) | 1.27% | $5,853,291 | 2024-07-12 | |
| Q1 2024 | Reduced | 17,165 | -1,771 (-9.4%) | 1.31% | $5,908,224 | 2024-04-18 | |
| Q4 2023 | Reduced | 18,936 | -2,667 (-12.3%) | 1.42% | $5,886,668 | 2024-02-05 | |
| Q3 2023 | Reduced | 21,603 | -996 (-4.4%) | 1.54% | $5,882,626 | 2023-10-23 | |
| Q2 2023 | Reduced | 22,599 | -795 (-3.4%) | 1.69% | $6,394,503 | 2023-07-24 | |
| Q1 2023 | Reduced | 23,394 | -608 (-2.5%) | 1.63% | $5,835,284 | 2023-04-24 | |
| Q4 2022 | Reduced | 24,002 | -951 (-3.8%) | 1.49% | $5,115,161 | 2023-01-13 | |
| Q3 2022 | Reduced | 24,953 | -159 (-0.6%) | 1.59% | $5,339,000 | 2022-10-17 | |
| Q2 2022 | Reduced | 25,112 | -677 (-2.6%) | 1.67% | $5,597,000 | 2022-07-21 | |
| Q1 2022 | Added | 25,789 | +432 (1.7%) | 1.96% | $7,417,000 | 2022-04-13 | |
| Q4 2021 | Added | 25,357 | +602 (2.4%) | 2.13% | $8,137,000 | 2022-01-27 | |
| Q3 2021 | Added | 24,755 | +175 (0.7%) | 2.08% | $7,183,000 | 2021-11-12 | |
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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
- May 05, 2026
- Filing type
- 13F-HR
- Position type
- ETF
Voting authority reported
- Sole
- 1,265
- Shared
- 0
- None
- 10,373
“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.