Reported 10,118 shares, up 2,990 (41.9%) from the prior quarter.
Reported value 27.1%; share count 41.9% 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 | 387326 |
| 2022-03-31 | 347133 |
| 2022-06-30 | 228016 |
| 2022-09-30 | 218871 |
| 2022-12-31 | 205225 |
| 2023-03-31 | 245200 |
| 2023-06-30 | 255796 |
| 2023-09-30 | 226562 |
| 2023-12-31 | 241554 |
| 2024-03-31 | 237498 |
| 2024-06-30 | 234504 |
| 2024-09-30 | 537502 |
| 2024-12-31 | 827857 |
| 2025-03-31 | 810613 |
| 2025-06-30 | 1064435 |
| 2025-09-30 | 2508840 |
| 2025-12-31 | 3477466 |
| 2026-03-31 | 4419441 |
| 2026-06-30 | 6198462 |
| 2026-09-30 | 7359554 |
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 | 81,673 | +9,715 (13.5%) | 2.19% | $7,359,554 | 2026-10-28 | |
| Q2 2026 | Added | 71,958* | +11,250 (18.5%) | 1.92% | $6,198,462 | 2026-08-13 | |
| Q1 2026 | Added | 10,118 | +2,990 (41.9%) | 1.47% | $4,419,441 | 2026-04-24 | |
| Q4 2025 | Added | 7,128 | +1,897 (36.3%) | 1.31% | $3,477,466 | 2026-01-30 | |
| Q3 2025 | Added | 5,231 | +2,803 (115.4%) | 0.78% | $2,508,840 | 2025-11-04 | |
| Q2 2025 | Added | 2,428 | +242 (11.1%) | 0.36% | $1,064,435 | 2025-07-31 | |
| Q1 2025 | Added | 2,186 | +169 (8.4%) | 0.3% | $810,613 | 2025-05-02 | |
| Q4 2024 | Added | 2,017 | +617 (44.1%) | 0.32% | $827,857 | 2025-02-07 | |
| Q3 2024 | Added | 1,400 | +773 (123.3%) | 0.21% | $537,502 | 2024-10-30 | |
| Q2 2024 | Reduced | 627 | -63 (-9.1%) | 0.09% | $234,504 | 2024-08-02 | |
| Q1 2024 | Reduced | 690 | -87 (-11.2%) | 0.09% | $237,498 | 2024-05-03 | |
| Q4 2023 | Reduced | 777 | -55 (-6.6%) | 0.1% | $241,554 | 2024-02-13 | |
| Q3 2023 | Reduced | 832 | -72 (-8.0%) | 0.11% | $226,562 | 2023-11-14 | |
| Q2 2023 | Reduced | 904 | -79 (-8.0%) | 0.22% | $255,796 | 2024-02-13 | |
| Q1 2023 | Added | 983 | +20 (2.1%) | 0.23% | $245,200 | 2024-02-13 | |
| Q4 2022 | Reduced | 963 | -60 (-5.9%) | 0.2% | $205,225 | 2024-02-13 | |
| Q3 2022 | Unchanged | 1,023 | 0 (0.0%) | 0.23% | $218,871 | 2024-02-13 | |
| Q2 2022 | Reduced | 1,023 | -184 (-15.2%) | 0.25% | $228,016 | 2024-02-13 | |
| Q1 2022 | Unchanged | 1,207 | 0 (0.0%) | 0.35% | $347,133 | 2024-02-13 | |
| Q4 2021 | New | 1,207 | +1,207 (0.0%) | 0.39% | $387,326 | 2024-02-13 |
Who else reported the position
2919 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 24, 2026
- Filing type
- 13F-HR
- Position type
- EXCHANGE-TRADED-FUND
Voting authority reported
- Sole
- 10,118
- 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.