Reported 483,371 shares, up 139,888 (40.7%) from the prior quarter.
Reported value 56.3%; share count 40.7% 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 | 21484372 |
| 2024-03-31 | 25832206 |
| 2024-06-30 | 30728266 |
| 2024-09-30 | 38458026 |
| 2024-12-31 | 39888347 |
| 2025-03-31 | 43005254 |
| 2025-06-30 | 50090340 |
| 2025-09-30 | 55673792 |
| 2025-12-31 | 63111914 |
| 2026-03-31 | 67391394 |
| 2026-06-30 | 105341059 |
| 2026-09-30 | 122595721 |
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 | 567,363 | +83,992 (17.4%) | 0.85% | $122,595,721 | 2026-10-16 | |
| Q2 2026 | Added | 483,371 | +139,888 (40.7%) | 0.9% | $105,341,059 | 2026-07-27 | |
| Q1 2026 | Added | 343,483 | +13,036 (3.9%) | 0.73% | $67,391,394 | 2026-04-21 | |
| Q4 2025 | Added | 330,447 | +31,912 (10.7%) | 0.72% | $63,111,914 | 2026-01-29 | |
| Q3 2025 | Added | 298,535 | +15,122 (5.3%) | 0.95% | $55,673,792 | 2025-10-27 | |
| Q2 2025 | Added | 283,413 | +34,454 (13.8%) | 0.97% | $50,090,340 | 2025-07-25 | |
| Q1 2025 | Added | 248,959 | +13,352 (5.7%) | 1.04% | $43,005,254 | 2025-04-29 | |
| Q4 2024 | Added | 235,607 | +15,306 (6.9%) | 1.07% | $39,888,347 | 2025-02-03 | |
| Q3 2024 | Added | 220,301 | +28,740 (15.0%) | 1.14% | $38,458,026 | 2024-10-30 | |
| Q2 2024 | Added | 191,561 | +32,944 (20.8%) | 1.01% | $30,728,266 | 2024-07-30 | |
| Q1 2024 | Added | 158,617 | +14,908 (10.4%) | 1.04% | $25,832,206 | 2024-05-07 | |
| Q4 2023 | New | 143,709 | +143,709 (0.0%) | 1.01% | $21,484,372 | 2024-04-15 |
Who else reported the position
2917 managers reported VANGUARD INDEX FDS for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 134,456,813 | +2,779,845 | 1.89% | $29,302,173,131 | 53 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Reduced | 44,576,925 | -6,744,344 | 3.9% | $9,735,033,663 | 53 qtrs |
| MORGAN STANLEY | Added | 35,380,683 | +1,735,121 | 0.41% | $7,710,512,857 | 53 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 23,134,608 | +543,116 | 1.19% | $5,041,546,655 | 53 qtrs |
| UBS Group AG | Added | 13,657,773 | +154,578 | 0.38% | $2,976,438,470 | 47 qtrs |
| LPL Financial LLC | Added | 11,459,495 | +279,274 | 0.56% | $2,497,367,445 | 53 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 11,382,858 | -22,252 | 0.5% | $2,491,564,634 | 53 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 9,022,251 | +285,800 | 0.53% | $1,966,219,190 | 7 qtrs |
| EP Wealth Advisors LLC | Added | 8,979,182 | +560,448 | 7.48% | $1,956,833,118 | 3 qtrs |
| WELLS FARGO & COMPANY MN | Added | 8,715,764 | +222,952 | 0.31% | $1,899,426,414 | 53 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 27, 2026
- Filing type
- 13F-HR
- Position type
- VALUE ETF
Voting authority reported
- Sole
- 483,371
- 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.